iSHARES TRUST - DGRO
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.
Showing first 300 of
1,387 rows for faster page load.
Load all rows.
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 | Added to | 20,236,610 | 1,420,205 | 0.38% | 0.36% | 1 | +1,473,264 | 7.85% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 19,389,641 | 1,360,765 | 0.1% | 0.1% | 2 | -367,618 | -1.86% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 19,367,374 | 1,359,202 | 0.08% | 0.08% | 3 | +1,304 | 0.01% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 17,425,702 | 1,222,935 | 2.68% | 2.16% | 4 | +3,494,469 | 25.08% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,067,891 | 831,516 | 0.4% | 0.42% | 5 | +2,077,934 | 20.8% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 10,864,804 | 762,483 | 0.24% | 0.23% | 6 | +118,609 | 1.1% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,627,078 | 745,808 | 0.2% | 0.21% | 7 | +335,571 | 3.26% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,431,594 | 591,729 | 8.66% | 8.82% | 8 | +91,673 | 1.1% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,230,843 | 577,641 | 0.1% | 0.09% | 9 | +93,718 | 1.15% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,225,477 | 507,083 | 0.71% | 0.67% | 10 | -41,759 | -0.57% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,855,975 | 481,286 | 0.11% | 0.11% | 11 | -90,119 | -1.3% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,661,626 | 467,512 | 0.09% | 0.09% | 12 | -389,001 | -5.52% | Q1 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,310,350 | 442,860 | 0.26% | 0.26% | 13 | -479,825 | -7.07% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 5,295,381 | 371,629 | 0.02% | 0.02% | 14 | -504,611 | -8.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,148,918 | 361,354 | 0.38% | 0.38% | 15 | +147,280 | 2.94% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,772,766 | 334,952 | 0.04% | 0.04% | 16 | -209,552 | -4.21% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,753,627 | 327,905 | 0.02% | 0.01% | 17 | +1,423,042 | 42.73% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,659,680 | 327,016 | 0.05% | 0.05% | 18 | +143,463 | 3.18% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 3,324,499 | 233,313 | 0.25% | 0.23% | 19 | +228,446 | 7.38% | Q1 2026 | May 13, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Added to | 3,317 | 232,787 | 2.61% | 2.01% | 20 | +334 | 11.2% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,122,246 | 219,119 | 0.61% | 0.6% | 21 | -447,884 | -12.55% | Q1 2026 | May 04, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,114,188 | 218,553 | 1.85% | 1.78% | 22 | -70,916 | -2.23% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,937,418 | 206,147 | 0.28% | 0.28% | 23 | -94,018 | -3.1% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,770,076 | 194,404 | 0.18% | 0.17% | 24 | +91,853 | 3.43% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 2,718,697 | 190,796 | 0.22% | 0.21% | 25 | +119,926 | 4.61% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,492,043 | 174,891 | 0.11% | 0.1% | 26 | +117,790 | 4.96% | Q1 2026 | May 07, 2026 |
| HM PAYSON & CO | History | Added to | 1,965,020 | 137,905 | 1.99% | 0.18% | 27 | +1,778,800 | 955.21% | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,899,744 | 133,324 | 3.78% | 4.13% | 28 | -7,921 | -0.42% | Q1 2026 | Apr 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,870,534 | 131,274 | 2.72% | 2.55% | 29 | +148,005 | 8.59% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,751,054 | 122,920 | 0.18% | 0.17% | 30 | +110,151 | 6.71% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,684,700 | 118,232 | 0.02% | 0.0% | 31 | +1,665,000 | 8451.78% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,626,347 | 113,977 | 0.16% | 0.15% | 32 | -23,437 | -1.42% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,520,205 | 106,687 | 0.72% | 0.73% | 33 | +6,299 | 0.42% | Q1 2026 | May 07, 2026 |
| ProVise Management Group, LLC | History | Added to | 1,403,415 | 98,491 | 7.08% | 6.74% | 34 | +40,085 | 2.94% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,394,397 | 97,858 | 0.52% | 0.41% | 35 | +546,673 | 64.49% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,348,444 | 94,633 | 0.0% | 0.0% | 36 | +80,062 | 6.31% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,281,275 | 89,919 | 0.78% | 0.01% | 37 | +1,272,895 | 15189.68% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,264,195 | 88,721 | 8.91% | 9.03% | 38 | -34,272 | -2.64% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | New | 1,222,650 | 85,805 | 2.26% | — | 39 | +1,222,650 | New | Q1 2026 | Apr 16, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 1,218,011 | 85,480 | 12.36% | 12.08% | 40 | -36,883 | -2.94% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | Reduced | 1,196,825 | 83,993 | 6.34% | 6.55% | 41 | -16,589 | -1.37% | Q1 2026 | May 08, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 1,143,665 | 80,262 | 18.56% | 22.53% | 42 | +7,582 | 0.67% | Q1 2026 | May 14, 2026 |
| Ledyard National Bank | History | Reduced | 1,142,426 | 80,175 | 6.95% | 7.31% | 43 | -80,120 | -6.55% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,106,092 | 77,626 | 0.2% | 0.19% | 44 | +43,536 | 4.1% | Q1 2026 | Apr 30, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,050,750 | 73,741 | 2.86% | 3.0% | 45 | +8,115 | 0.78% | Q1 2026 | May 07, 2026 |
| American Trust | History | Added to | 993,754 | 69,741 | 6.16% | 5.61% | 46 | +32,783 | 3.41% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 984,746 | 69,109 | 0.37% | 0.37% | 47 | +13,406 | 1.38% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 938,814 | 65,885 | 0.31% | 0.31% | 48 | -7,263 | -0.77% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 928,191 | 65,140 | 0.24% | 0.22% | 49 | +42,358 | 4.78% | Q1 2026 | Jun 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 926,648 | 65,032 | 0.1% | 0.1% | 50 | +11,013 | 1.2% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Added to | 844,013 | 59,232 | 2.6% | 0.01% | 51 | +841,609 | 35008.69% | Q1 2026 | May 11, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 835,155 | 58,611 | 5.21% | 5.24% | 52 | +13,111 | 1.59% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 829,714 | 58,229 | 4.79% | 4.67% | 53 | +41,535 | 5.27% | Q1 2026 | Apr 08, 2026 |
| Horizon Investments, LLC | History | Added to | 814,939 | 57,192 | 0.64% | 0.7% | 54 | +14,745 | 1.84% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 797,552 | 55,972 | 0.21% | 0.2% | 55 | +112,186 | 16.37% | Q1 2026 | Apr 30, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 793,408 | 55,681 | 5.05% | 4.27% | 56 | +110,940 | 16.26% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 756,216 | 53,071 | 0.1% | 0.0% | 57 | +739,230 | 4352.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 736,631 | 51,696 | 1.75% | 0.92% | 58 | +17,480 | 2.43% | Q1 2026 | Apr 23, 2026 |
| JGP Wealth Management, LLC | History | Added to | 727,226 | 51,036 | 5.31% | 3.63% | 59 | +225,197 | 44.86% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 733,342 | 50,908 | 0.2% | 0.2% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 721,369 | 50,625 | 1.41% | 1.4% | 61 | -9,777 | -1.34% | Q1 2026 | May 04, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 715,444 | 50,209 | 5.88% | 4.8% | 62 | +124,297 | 21.03% | Q1 2026 | Apr 10, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 708,712 | 49,737 | 9.01% | 8.03% | 63 | +101,662 | 16.75% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 706,261 | 49,565 | 0.37% | 0.4% | 64 | -8,904 | -1.25% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 695,460 | 48,807 | 0.25% | 0.25% | 65 | +27,603 | 4.13% | Q1 2026 | May 08, 2026 |
| Auto-Owners Insurance Co | History | No change | 689,500 | 48,389 | 1.01% | 1.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 687,861 | 48,272 | 0.08% | 0.09% | 67 | +8,455 | 1.24% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 644,846 | 45,255 | 0.05% | 0.05% | 68 | -30,310 | -4.49% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 642,658 | 45,101 | 7.65% | 7.34% | 69 | +12,683 | 2.01% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 640,708 | 44,964 | 0.01% | 0.01% | 70 | -65,698 | -9.3% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 602,903 | 42,311 | 0.52% | 0.59% | 71 | +1,291 | 0.21% | Q1 2026 | Apr 23, 2026 |
| XML Financial, LLC | History | Added to | 576,049 | 40,427 | 3.26% | 2.87% | 72 | +68,363 | 13.47% | Q1 2026 | Apr 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 569,687 | 39,981 | 0.06% | 0.05% | 73 | +101,930 | 21.79% | Q1 2026 | May 13, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 566,639 | 39,767 | 0.84% | 0.86% | 74 | -2,301 | -0.4% | Q1 2026 | May 12, 2026 |
| Wolff Financial Management LLC | History | Added to | 566,631 | 39,766 | 8.79% | 8.58% | 75 | +16,788 | 3.05% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 558,516 | 39,197 | 0.1% | 0.09% | 76 | +15,519 | 2.86% | Q1 2026 | Apr 22, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 539,569 | 38,724 | 7.85% | 7.8% | 77 | +32,647 | 6.44% | Q1 2026 | Apr 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 530,539 | 37,233 | 2.49% | — | 78 | +530,539 | New | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 534,531 | 37,108 | 0.24% | 0.24% | 79 | +35,380 | 7.09% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Added to | 519,681 | 36,471 | 7.91% | 8.13% | 80 | +12,374 | 2.44% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 517,276 | 36,302 | 0.4% | 0.51% | 81 | -24,490 | -4.52% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 500,675 | 35,137 | 2.27% | 2.26% | 82 | +2,994 | 0.6% | Q1 2026 | Apr 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 503,026 | 34,920 | 2.55% | 2.55% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 461,279 | 32,372 | 4.97% | 4.87% | 84 | +14,908 | 3.34% | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Added to | 459,104 | 32,220 | 0.85% | 0.82% | 85 | +44,925 | 10.85% | Q1 2026 | May 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 449,662 | 31,557 | 10.07% | 10.37% | 86 | +16,443 | 3.8% | Q1 2026 | Apr 22, 2026 |
| Altus Wealth Management, LLC | History | Added to | 441,639 | 30,994 | 13.78% | 13.17% | 87 | +1,697 | 0.39% | Q1 2026 | Apr 21, 2026 |
| TRB Wealth Management, LLC | History | New | 439,261 | 30,827 | 4.38% | — | 88 | +439,261 | New | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 430,362 | 30,202 | 3.91% | 3.92% | 89 | -11,014 | -2.5% | Q1 2026 | May 07, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 419,556 | 29,444 | 8.91% | 8.7% | 90 | -3,729 | -0.88% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 419,372 | 29,431 | 0.33% | 0.36% | 91 | -43,611 | -9.42% | Q1 2026 | Apr 28, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 419,164 | 29,416 | 2.8% | 2.73% | 92 | +6,760 | 1.64% | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 414,367 | 29,080 | 5.25% | 5.24% | 93 | -11,917 | -2.8% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 404,328 | 28,375 | 0.02% | 0.02% | 94 | +19,191 | 4.98% | Q1 2026 | May 12, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 383,559 | 27,727 | 8.15% | 8.16% | 95 | +10,019 | 2.68% | Q1 2026 | Apr 16, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 389,615 | 27,343 | 11.97% | 11.68% | 96 | +2,685 | 0.69% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 388,086 | 27,286 | 0.06% | 0.06% | 97 | -191,982 | -33.1% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Reduced | 383,764 | 26,935 | 0.13% | 0.14% | 98 | -7,439 | -1.9% | Q1 2026 | May 15, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 380,075 | 26,673 | 17.13% | 17.06% | 99 | +14,605 | 4.0% | Q1 2026 | Apr 09, 2026 |
| Presidio Capital Management, LLC | History | Added to | 369,388 | 25,923 | 7.53% | 7.41% | 100 | +13,923 | 3.92% | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 353,466 | 24,806 | 0.08% | 0.06% | 101 | +131,467 | 59.22% | Q1 2026 | May 15, 2026 |
| Davidson Capital Management Inc. | History | New | 350,381 | 24,589 | 4.46% | — | 102 | +350,381 | New | Q1 2026 | Apr 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 348,715 | 24,472 | 5.08% | 4.88% | 103 | +8,319 | 2.44% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 336,202 | 23,594 | 0.15% | 0.15% | 104 | +9,724 | 2.98% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 332,816 | 23,357 | 0.04% | 0.04% | 105 | +42,505 | 14.64% | Q1 2026 | May 14, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 331,991 | 23,299 | 8.66% | 9.15% | 106 | -17,110 | -4.9% | Q1 2026 | Apr 23, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 328,953 | 23,085 | 4.71% | 4.86% | 107 | -26,171 | -7.37% | Q1 2026 | Apr 14, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 320,868 | 22,640 | 8.6% | 10.46% | 108 | -50,302 | -13.55% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 322,519 | 22,634 | 0.28% | 0.28% | 109 | +7,317 | 2.32% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 325,729 | 22,612 | 0.4% | 0.4% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allegheny Financial Group | History | Added to | 321,068 | 22,532 | 3.04% | 3.25% | 111 | +4,640 | 1.47% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 317,552 | 22,283 | 0.14% | 0.13% | 112 | +1,728 | 0.55% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 314,670 | 22,083 | 1.62% | 1.66% | 113 | -3,620 | -1.14% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 309,322 | 21,708 | 2.47% | 2.39% | 114 | +3,923 | 1.28% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 308,307 | 21,636 | 0.17% | 0.22% | 115 | +41,976 | 15.76% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 308,135 | 21,624 | 0.12% | 0.11% | 116 | +5,494 | 1.82% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 307,598 | 21,594 | 0.35% | 0.32% | 117 | +27,516 | 9.82% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Reduced | 304,454 | 21,366 | 0.12% | 0.12% | 118 | -6,459 | -2.08% | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 302,595 | 21,236 | 1.15% | 1.11% | 119 | -1,974 | -0.65% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 302,168 | 21,206 | 0.29% | 0.28% | 120 | +19,965 | 7.07% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 300,748 | 21,106 | 0.59% | 0.55% | 121 | -5,931 | -1.93% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Advisors | History | Added to | 299,109 | 20,991 | 1.63% | 1.48% | 122 | +16,088 | 5.68% | Q1 2026 | May 12, 2026 |
| Powers Advisory Group, LLC | History | Added to | 295,478 | 20,736 | 7.31% | 7.07% | 123 | +25,226 | 9.33% | Q1 2026 | Apr 21, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 292,409 | 20,521 | 4.46% | 4.5% | 124 | +2,629 | 0.91% | Q1 2026 | May 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 285,000 | 20,001 | 1.17% | 1.14% | 125 | -4,800 | -1.66% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 282,858 | 19,850 | 0.6% | 0.7% | 126 | +10,285 | 3.77% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 280,645 | 19,695 | 0.13% | 0.13% | 127 | -6,085 | -2.12% | Q1 2026 | Apr 27, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 273,737 | 19,210 | 2.37% | 2.31% | 128 | +11,039 | 4.2% | Q1 2026 | May 08, 2026 |
| 46 Peaks LLC | History | Added to | 269,409 | 18,907 | 13.77% | 13.36% | 129 | +7,077 | 2.7% | Q1 2026 | May 01, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 266,466 | 18,700 | 2.98% | 8.2% | 130 | -381,088 | -58.85% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 266,300 | 18,688 | 0.0% | 0.0% | 131 | +103,637 | 63.71% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 261,021 | 18,315 | 0.2% | 0.19% | 132 | +60 | 0.02% | Q1 2026 | May 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 258,712 | 18,156 | 5.01% | 4.74% | 133 | +13,219 | 5.38% | Q1 2026 | Apr 15, 2026 |
| Capital Planning LLC | History | Added to | 258,299 | 18,127 | 5.9% | 4.67% | 134 | +19,325 | 8.09% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 257,877 | 18,097 | 0.2% | 0.22% | 135 | -18,696 | -6.76% | Q1 2026 | May 05, 2026 |
| Objectivity Squared, LLC | History | Reduced | 256,088 | 17,972 | 11.33% | 10.33% | 136 | -10,038 | -3.77% | Q1 2026 | May 13, 2026 |
| Atwater Malick LLC | History | Added to | 250,666 | 17,591 | 4.75% | 4.22% | 137 | +30,157 | 13.68% | Q1 2026 | Apr 22, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 237,885 | 17,398 | 4.59% | 5.4% | 138 | -24,740 | -9.42% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 246,737 | 17,316 | 1.18% | 1.07% | 139 | +14,201 | 6.11% | Q1 2026 | May 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 244,406 | 17,152 | 0.37% | 0.35% | 140 | +6,745 | 2.84% | Q1 2026 | May 01, 2026 |
| Accel Wealth Management | History | Added to | 243,000 | 17,053 | 4.45% | 4.37% | 141 | +12,875 | 5.59% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 241,300 | 16,934 | 0.0% | 0.02% | 142 | -1,303,500 | -84.38% | Q1 2026 | May 15, 2026 |
| IFS Advisors, LLC | History | Added to | 241,130 | 16,922 | 8.72% | 8.55% | 143 | +3,941 | 1.66% | Q1 2026 | Apr 06, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 236,935 | 16,628 | 3.59% | — | 144 | +236,935 | New | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | Added to | 233,762 | 16,405 | 3.93% | 3.82% | 145 | +14,466 | 6.6% | Q1 2026 | May 14, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 231,010 | 16,212 | 1.67% | 1.57% | 146 | -1,228 | -0.53% | Q1 2026 | May 11, 2026 |
| PFS Partners, LLC | History | Added to | 230,306 | 16,162 | 7.41% | 7.21% | 147 | +3,374 | 1.49% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 227,393 | 15,958 | 0.2% | 0.19% | 148 | +12,404 | 5.77% | Q1 2026 | Apr 20, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 227,073 | 15,936 | 16.48% | 15.87% | 149 | +16,213 | 7.69% | Q1 2026 | May 05, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 226,014 | 15,861 | 7.07% | 7.34% | 150 | +653 | 0.29% | Q1 2026 | May 06, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 225,324 | 15,813 | 1.36% | 1.97% | 151 | -110,027 | -32.81% | Q1 2026 | May 07, 2026 |
| Well Done, LLC | History | Reduced | 220,184 | 15,452 | 2.27% | 2.33% | 152 | -4,576 | -2.04% | Q1 2026 | Apr 14, 2026 |
| Eagle Strategies LLC | History | Reduced | 218,939 | 15,365 | 1.84% | 2.22% | 153 | -31,804 | -12.68% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 215,800 | 15,144 | 0.02% | 0.03% | 154 | -48,298 | -18.29% | Q1 2026 | May 15, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 215,150 | 15,099 | 2.92% | 2.39% | 155 | -14,952 | -6.5% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 213,244 | 14,965 | 0.47% | 0.45% | 156 | +9,730 | 4.78% | Q1 2026 | Apr 08, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 212,261 | 14,896 | 3.0% | 2.58% | 157 | -10,508 | -4.72% | Q1 2026 | Apr 22, 2026 |
| LifeGoal Investments, LLC | History | Added to | 210,145 | 14,745 | 8.44% | 8.96% | 158 | +16,518 | 8.53% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 206,148 | 14,467 | 0.08% | 0.05% | 159 | -18,652 | -8.3% | Q1 2026 | Apr 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 205,655 | 14,432 | 0.58% | 0.52% | 160 | +19,208 | 10.3% | Q1 2026 | Apr 28, 2026 |
| FC Advisory LLC | History | Added to | 199,306 | 13,987 | 4.08% | 3.86% | 161 | +5,665 | 2.93% | Q1 2026 | Apr 14, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 198,956 | 13,962 | 9.52% | 9.64% | 162 | +2,679 | 1.36% | Q1 2026 | Apr 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 198,226 | 13,911 | 0.96% | 0.91% | 163 | -822 | -0.41% | Q1 2026 | May 05, 2026 |
| Argent Advisors, Inc. | History | Added to | 196,017 | 13,756 | 3.76% | 3.68% | 164 | +5,991 | 3.15% | Q1 2026 | Apr 24, 2026 |
| Karpus Management, Inc. | History | Added to | 195,078 | 13,690 | 0.43% | 0.22% | 165 | +92,660 | 90.47% | Q1 2026 | May 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 193,697 | 13,593 | 1.83% | 1.84% | 166 | -3,280 | -1.67% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 193,078 | 13,550 | 0.48% | 0.46% | 167 | +4,285 | 2.27% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 191,845 | 13,463 | 0.22% | 0.34% | 168 | -61,110 | -24.16% | Q1 2026 | May 18, 2026 |
| SouthState Bank Corp | History | Reduced | 185,879 | 13,044 | 0.61% | 0.6% | 169 | -5,967 | -3.11% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | Reduced | 185,587 | 13,024 | 1.45% | 1.43% | 170 | -860 | -0.46% | Q1 2026 | May 01, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 179,952 | 12,629 | 0.7% | 1.13% | 171 | -75,640 | -29.59% | Q1 2026 | Apr 29, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 179,200 | 12,576 | 6.94% | 6.49% | 172 | +6,796 | 3.94% | Q1 2026 | Apr 22, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 177,870 | 12,482 | 1.06% | 1.05% | 173 | -2,162 | -1.2% | Q1 2026 | May 05, 2026 |
| Rothschild Wealth LLC | History | Added to | 175,498 | 12,316 | 1.11% | 1.13% | 174 | +5,786 | 3.41% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 175,356 | 12,306 | 0.05% | 0.05% | 175 | +1,766 | 1.02% | Q1 2026 | May 14, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 172,722 | 12,121 | 11.74% | 12.25% | 176 | -41,563 | -19.4% | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 169,565 | 11,900 | 2.62% | 2.15% | 177 | +35,069 | 26.07% | Q1 2026 | Apr 14, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 168,934 | 11,855 | 2.79% | 2.67% | 178 | +4,076 | 2.47% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 168,746 | 11,842 | 0.15% | 0.17% | 179 | +4,047 | 2.46% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 168,704 | 11,839 | 0.44% | 0.44% | 180 | -379 | -0.22% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 168,078 | 11,795 | 0.01% | 0.0% | 181 | +26,589 | 18.79% | Q1 2026 | May 11, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 168,002 | 11,790 | 3.22% | 2.91% | 182 | +5,708 | 3.52% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 166,711 | 11,699 | 0.59% | 0.6% | 183 | +1,631 | 0.99% | Q1 2026 | Apr 23, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 166,024 | 11,651 | 0.26% | 0.26% | 184 | +5,100 | 3.17% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 165,980 | 11,648 | 0.02% | 0.02% | 185 | -3,111 | -1.84% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 165,754 | 11,632 | 1.58% | 1.51% | 186 | +2,342 | 1.43% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 165,488 | 11,613 | 0.15% | 0.13% | 187 | +9,331 | 5.98% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 161,510 | 11,334 | 0.13% | 0.12% | 188 | +22,381 | 16.09% | Q1 2026 | May 01, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 167,631 | 11,263 | 9.07% | 7.83% | 189 | +17,994 | 12.03% | Q1 2026 | May 15, 2026 |
| Fairway Financial, LLC | History | Added to | 160,034 | 11,231 | 8.54% | 8.34% | 190 | +825 | 0.52% | Q1 2026 | May 11, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 159,909 | 11,222 | 1.51% | 1.73% | 191 | +5,173 | 3.34% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 157,947 | 11,084 | 0.43% | 0.32% | 192 | +16,459 | 11.63% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 156,926 | 11,013 | 2.72% | 2.63% | 193 | +3,263 | 2.12% | Q1 2026 | May 11, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 155,741 | 10,929 | 5.85% | 5.59% | 194 | +2,713 | 1.77% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 155,065 | 10,882 | 0.11% | 0.1% | 195 | +7,479 | 5.07% | Q1 2026 | May 08, 2026 |
| Targeted Financial Services LLC | History | Reduced | 155,053 | 10,881 | 8.93% | 9.61% | 196 | -5,685 | -3.54% | Q1 2026 | Apr 15, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 154,882 | 10,869 | 2.03% | 7.13% | 197 | -393,487 | -71.76% | Q1 2026 | May 05, 2026 |
| Prota Financial, LLC | History | Added to | 153,601 | 10,779 | 7.81% | 7.11% | 198 | +11,351 | 7.98% | Q1 2026 | Apr 09, 2026 |
| KPP Advisory Services LLC | History | Reduced | 153,548 | 10,776 | 1.56% | 1.82% | 199 | -27,021 | -14.96% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 151,104 | 10,604 | 0.74% | 0.69% | 200 | +5,741 | 3.95% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 150,875 | 10,588 | 0.14% | 0.14% | 201 | +6,955 | 4.83% | Q1 2026 | May 15, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 150,236 | 10,543 | 2.22% | 2.17% | 202 | +47,793 | 46.65% | Q1 2026 | Apr 22, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 150,142 | 10,536 | 1.72% | 2.19% | 203 | -44,255 | -22.77% | Q1 2026 | Apr 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 149,506 | 10,492 | 0.63% | 0.61% | 204 | +363 | 0.24% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 148,866 | 10,447 | 0.02% | 0.02% | 205 | +1,778 | 1.21% | Q1 2026 | May 06, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 148,531 | 10,423 | 6.02% | 5.76% | 206 | +6,495 | 4.57% | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Added to | 147,571 | 10,356 | 2.92% | 2.81% | 207 | +7,135 | 5.08% | Q1 2026 | May 06, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 145,807 | 10,232 | 1.43% | 1.63% | 208 | -23,616 | -13.94% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 145,509 | 10,211 | 0.09% | 0.09% | 209 | -26,671 | -15.49% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 144,330 | 10,129 | 0.57% | 0.6% | 210 | -6,993 | -4.62% | Q1 2026 | Apr 24, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 142,575 | 10,005 | 0.95% | 0.93% | 211 | -1,375 | -0.96% | Q1 2026 | May 11, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 142,213 | 9,980 | 4.38% | 4.5% | 212 | -613 | -0.43% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Reduced | 142,056 | 9,969 | 0.05% | 0.06% | 213 | -10,327 | -6.78% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 141,580 | 9,936 | 1.36% | 1.38% | 214 | -1,210 | -0.85% | Q1 2026 | Apr 23, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 141,477 | 9,928 | 6.21% | 7.01% | 215 | -20,462 | -12.64% | Q1 2026 | Apr 10, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 141,364 | 9,920 | 0.44% | 0.44% | 216 | +753 | 0.54% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 140,859 | 9,885 | 0.18% | 0.17% | 217 | +9,441 | 7.18% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 140,729 | 9,876 | 0.67% | 0.68% | 218 | -5,782 | -3.95% | Q1 2026 | May 06, 2026 |
| SFAM, LLC | History | Reduced | 140,551 | 9,863 | 9.15% | 8.97% | 219 | -805 | -0.57% | Q1 2026 | May 04, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 140,535 | 9,862 | 1.29% | 1.45% | 220 | -20,965 | -12.98% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 140,462 | 9,857 | 0.0% | 0.0% | 221 | +135,013 | 2477.76% | Q1 2026 | May 13, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 140,115 | 9,833 | 0.42% | 0.39% | 222 | +4,576 | 3.38% | Q1 2026 | May 08, 2026 |
| Modus Advisors, LLC | History | Reduced | 139,913 | 9,819 | 2.7% | 2.85% | 223 | -15,592 | -10.03% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 139,677 | 9,802 | 0.08% | 0.07% | 224 | -4,719 | -3.27% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Added to | 137,948 | 9,681 | 1.02% | 0.93% | 225 | +21,743 | 18.71% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 136,548 | 9,582 | 0.56% | 0.56% | 226 | -866 | -0.63% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 136,526 | 9,581 | 0.04% | 0.03% | 227 | +568 | 0.42% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 135,076 | 9,479 | 0.38% | 0.21% | 228 | +55,952 | 70.71% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 134,761 | 9,457 | 0.19% | 0.18% | 229 | +4,666 | 3.59% | Q1 2026 | May 14, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 134,379 | 9,430 | 2.75% | 7.46% | 230 | -232,863 | -63.41% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 133,476 | 9,367 | 0.06% | 0.06% | 231 | -4,319 | -3.13% | Q1 2026 | May 05, 2026 |
| Custos Family Office, LLC | History | No change | 133,776 | 9,286 | 6.34% | 6.34% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 130,943 | 9,189 | 0.14% | 0.11% | 233 | +49,820 | 61.41% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 130,852 | 9,183 | 3.13% | 3.07% | 234 | +4,197 | 3.31% | Q1 2026 | Apr 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 130,789 | 9,178 | 0.5% | 0.5% | 235 | +6,459 | 5.2% | Q1 2026 | May 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 128,961 | 9,050 | 1.04% | 1.52% | 236 | -60,230 | -31.84% | Q1 2026 | Apr 28, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 128,223 | 8,998 | 3.84% | 3.58% | 237 | +948 | 0.74% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 125,166 | 8,784 | 0.11% | 0.11% | 238 | +2,486 | 2.03% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Added to | 124,712 | 8,752 | 1.27% | 1.22% | 239 | +1,729 | 1.41% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 124,487 | 8,736 | 3.21% | 3.06% | 240 | +2,237 | 1.83% | Q1 2026 | May 08, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 123,381 | 8,658 | 4.73% | 4.66% | 241 | +212 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Royal Fund Management, LLC | History | Reduced | 123,218 | 8,647 | 0.82% | 0.81% | 242 | -4,431 | -3.47% | Q1 2026 | May 19, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 122,319 | 8,584 | 3.46% | 3.63% | 243 | +510 | 0.42% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 121,744 | 8,544 | 0.54% | 0.56% | 244 | +67 | 0.06% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 120,928 | 8,486 | 0.04% | 0.03% | 245 | +3,038 | 2.58% | Q1 2026 | May 15, 2026 |
| Hoese & Co LLP | History | Added to | 120,865 | 8,482 | 6.3% | 5.65% | 246 | +6,753 | 5.92% | Q1 2026 | Apr 22, 2026 |
| NorthRock Partners, LLC | History | Added to | 120,395 | 8,449 | 0.14% | 0.06% | 247 | +71,717 | 147.33% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Added to | 120,231 | 8,438 | 1.06% | 1.04% | 248 | +3,288 | 2.81% | Q1 2026 | May 13, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 117,821 | 8,268 | 3.5% | 3.41% | 249 | +4,946 | 4.38% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 117,213 | 8,225 | 0.02% | 0.02% | 250 | -301 | -0.26% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 116,947 | 8,207 | 6.82% | — | 251 | +116,947 | New | Q1 2026 | Apr 21, 2026 |
| HighPoint Advisor Group LLC | History | New | 116,503 | 8,176 | 0.34% | — | 252 | +116,503 | New | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 116,427 | 8,170 | 0.37% | 0.38% | 253 | +16,982 | 17.08% | Q1 2026 | Apr 15, 2026 |
| Wright Wealth LLC | History | Added to | 116,124 | 8,149 | 5.45% | 4.95% | 254 | +6,661 | 6.09% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 116,085 | 8,146 | 0.92% | 0.79% | 255 | +12,954 | 12.56% | Q1 2026 | Apr 16, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 116,012 | 8,141 | 5.63% | 5.82% | 256 | +5,409 | 4.89% | Q1 2026 | Apr 21, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 115,707 | 8,120 | 1.1% | 1.18% | 257 | -10,163 | -8.07% | Q1 2026 | Apr 08, 2026 |
| Crumly & Associates Inc. | History | Reduced | 115,394 | 8,098 | 1.7% | 1.72% | 258 | -2,587 | -2.19% | Q1 2026 | Apr 02, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 114,957 | 8,067 | 0.57% | 0.6% | 259 | -1,380 | -1.19% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 116,556 | 8,040 | 0.51% | 0.36% | 260 | +2,626 | 2.3% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Added to | 114,131 | 8,009 | 0.09% | 0.02% | 261 | +90,030 | 373.55% | Q1 2026 | Apr 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 114,094 | 8,007 | 0.25% | 0.3% | 262 | -4,037 | -3.42% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 113,453 | 7,962 | 1.5% | 1.7% | 264 | -31,258 | -21.6% | Q1 2026 | May 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 113,449 | 7,962 | 0.06% | 0.07% | 263 | +1,043 | 0.93% | Q1 2026 | Apr 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 112,608 | 7,902 | 3.15% | 2.94% | 265 | +7,238 | 6.87% | Q1 2026 | Apr 29, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 112,432 | 7,890 | 1.67% | 1.52% | 266 | +873 | 0.78% | Q1 2026 | Jun 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 112,398 | 7,888 | 1.1% | 1.1% | 267 | -1,573 | -1.38% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Added to | 112,349 | 7,884 | 0.19% | 0.17% | 268 | +2,196 | 1.99% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 112,240 | 7,877 | 1.42% | — | 269 | +112,240 | New | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Added to | 108,856 | 7,876 | 0.48% | 0.48% | 270 | +3,787 | 3.6% | Q1 2026 | Apr 20, 2026 |
| Matisse Capital | History | Reduced | 111,607 | 7,832 | 3.34% | 3.48% | 271 | -736 | -0.66% | Q1 2026 | May 08, 2026 |
| Alhambra Investment Management LLC | History | Added to | 110,523 | 7,756 | 3.58% | 3.55% | 272 | +731 | 0.67% | Q1 2026 | Apr 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 109,517 | 7,685 | 3.06% | 3.02% | 273 | +4,166 | 3.95% | Q1 2026 | Apr 21, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 109,328 | 7,672 | 1.56% | 1.46% | 274 | +6,654 | 6.48% | Q1 2026 | Apr 13, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 109,167 | 7,661 | 2.81% | 2.65% | 275 | +30 | 0.03% | Q1 2026 | May 04, 2026 |
| LGL PARTNERS, LLC | History | Added to | 109,043 | 7,652 | 3.15% | 3.15% | 276 | +2,817 | 2.65% | Q1 2026 | May 14, 2026 |
| Tempo Wealth, LLC | History | Reduced | 108,757 | 7,632 | 1.33% | 1.37% | 277 | -2,192 | -1.98% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | Reduced | 108,353 | 7,604 | 0.53% | 0.51% | 278 | -4,260 | -3.78% | Q1 2026 | May 29, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 107,616 | 7,552 | 2.94% | 2.87% | 279 | +627 | 0.59% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 107,448 | 7,540 | 0.08% | 0.11% | 280 | -26,340 | -19.69% | Q1 2026 | Apr 20, 2026 |
| Pearl Planning LLC | History | Added to | 106,525 | 7,475 | 4.0% | 4.32% | 281 | +4,881 | 4.8% | Q1 2026 | Apr 30, 2026 |
| Wealth Group Ltd | History | Reduced | 103,876 | 7,289 | 1.66% | 1.77% | 282 | -10,138 | -8.89% | Q1 2026 | Apr 10, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 103,765 | 7,282 | 2.64% | 2.91% | 283 | -21,322 | -17.05% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 103,620 | 7,272 | 0.0% | 0.0% | 284 | -5,140 | -4.73% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 101,100 | 7,095 | 0.3% | 0.31% | 285 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Reduced | 100,594 | 7,059 | 0.92% | 0.95% | 286 | -4,733 | -4.49% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 98,600 | 6,919 | 0.01% | 0.0% | 287 | +66,400 | 206.21% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 97,415 | 6,836 | 0.5% | 0.49% | 288 | +4,705 | 5.07% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 97,287 | 6,827 | 0.42% | 0.33% | 289 | -1,900 | -1.92% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 96,710 | 6,787 | 0.32% | 0.3% | 290 | +8,636 | 9.81% | Q1 2026 | Apr 28, 2026 |
| AtlasMark Financial, Inc | History | No change | 97,213 | 6,748 | 4.36% | 4.36% | 291 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 95,846 | 6,726 | 0.13% | 0.12% | 292 | +4,321 | 4.72% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 95,961 | 6,719 | 0.02% | 0.06% | 293 | -33,351 | -25.79% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 95,130 | 6,676 | 0.53% | 0.41% | 294 | +16,036 | 20.27% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 94,679 | 6,644 | 0.03% | 0.01% | 295 | +39,647 | 72.04% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 94,450 | 6,628 | 0.15% | 0.16% | 296 | +919 | 0.98% | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 94,257 | 6,614 | 0.88% | — | 297 | +94,257 | New | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 93,993 | 6,596 | 0.3% | 0.31% | 298 | -3,780 | -3.87% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 93,305 | 6,548 | 0.03% | 0.03% | 299 | -1,817 | -1.91% | Q1 2026 | May 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 93,174 | 6,538 | 4.23% | 4.09% | 300 | +3,579 | 3.99% | Q1 2026 | May 20, 2026 |