iSHARES TRUST - DIVB
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 | 3,494,085 | 188,505 | 0.05% | 0.05% | 1 | -83,841 | -2.34% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,345,888 | 72,610 | 0.01% | 0.0% | 2 | +159,091 | 13.41% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 768,556 | 41,463 | 0.21% | 0.2% | 3 | +84,726 | 12.39% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 555,621 | 29,975 | 0.03% | 0.03% | 4 | +35,004 | 6.72% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 522,211 | 28,173 | 3.14% | 3.24% | 5 | -3,784 | -0.72% | Q1 2026 | Apr 29, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 504,245 | 26,951 | 4.18% | 4.18% | 6 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 369,906 | 19,956 | 0.29% | 0.28% | 7 | -21,901 | -5.59% | Q1 2026 | May 22, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 307,912 | 16,611 | 2.75% | 2.65% | 8 | +10,505 | 3.53% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 307,611 | 16,595 | 0.13% | 0.11% | 9 | +16,692 | 5.74% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 302,545 | 16,322 | 3.01% | 3.07% | 10 | +16,667 | 5.83% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 283,952 | 15,319 | 0.06% | 0.02% | 11 | +208,924 | 278.46% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 248,750 | 13,420 | 0.02% | 0.02% | 12 | -523 | -0.21% | Q1 2026 | Apr 27, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 245,446 | 13,241 | 2.98% | 2.48% | 13 | +46,560 | 23.41% | Q1 2026 | Apr 22, 2026 |
| Welch Financial Planning, LLC | History | Added to | 231,557 | 12,492 | 8.98% | 8.84% | 14 | +3,083 | 1.35% | Q1 2026 | Apr 21, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 190,615 | 10,283 | 0.12% | 0.43% | 15 | -498,985 | -72.36% | Q1 2026 | May 01, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 184,716 | 9,965 | 3.31% | 3.55% | 16 | +1,200 | 0.65% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 175,548 | 9,470 | 0.04% | 0.04% | 17 | +280 | 0.16% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 170,782 | 9,194 | 0.09% | 0.14% | 18 | -73,232 | -30.01% | Q1 2026 | Apr 07, 2026 |
| MORGAN STANLEY | History | Added to | 137,622 | 7,424 | 0.0% | 0.0% | 19 | +72,367 | 110.9% | Q1 2026 | May 15, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 134,276 | 7,244 | 1.83% | — | 20 | +134,276 | New | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 123,857 | 6,585 | 0.0% | 0.0% | 21 | -1,091 | -0.87% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 117,418 | 6,334 | 0.24% | 0.38% | 22 | -76,497 | -39.45% | Q1 2026 | May 11, 2026 |
| Compass Financial Services Inc | History | Reduced | 115,134 | 6,211 | 2.69% | 3.53% | 23 | -39,124 | -25.36% | Q1 2026 | May 01, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 104,028 | 5,612 | 1.1% | 1.06% | 24 | +1,004 | 0.97% | Q1 2026 | Apr 30, 2026 |
| Breakwater Capital Group | History | Added to | 102,567 | 5,533 | 0.74% | 0.74% | 25 | +2,618 | 2.62% | Q1 2026 | Apr 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 95,291 | 5,140 | 0.28% | 0.29% | 26 | -892 | -0.93% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 94,420 | 5,093 | 0.0% | 0.0% | 27 | +71,268 | 307.83% | Q1 2026 | May 15, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 81,320 | 4,387 | 3.58% | 3.48% | 28 | +1,603 | 2.01% | Q1 2026 | May 04, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 76,990 | 4,153 | 2.52% | 2.32% | 29 | +2,725 | 3.67% | Q1 2026 | May 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 76,320 | 4,056 | 0.45% | 0.45% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 71,089 | 3,834 | 0.07% | 0.03% | 31 | +42,887 | 152.07% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 67,305 | 3,631 | 0.0% | 0.0% | 32 | +4,618 | 7.37% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 66,195 | 3,571 | 0.16% | 0.13% | 33 | +13,323 | 25.2% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 66,028 | 3,562 | 0.01% | 0.0% | 34 | +23,886 | 56.68% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 65,080 | 3,511 | 0.0% | 0.0% | 35 | +12,705 | 24.26% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 64,592 | 3,484 | 0.08% | 0.07% | 36 | +2,751 | 4.45% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 63,891 | 3,446 | 0.0% | 0.0% | 37 | +1,452 | 2.33% | Q1 2026 | May 13, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 60,592 | 3,268 | 1.62% | 1.45% | 38 | +6,337 | 11.68% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 55,419 | 2,989 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 49,862 | 2,690 | 0.01% | 0.01% | 40 | -1,366 | -2.67% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 47,538 | 2,564 | 0.06% | 0.06% | 41 | -220 | -0.46% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 47,330 | 2,553 | 0.08% | 0.08% | 42 | +2,561 | 5.72% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 44,254 | 2,387 | 0.0% | 0.0% | 43 | -9,116 | -17.08% | Q1 2026 | May 07, 2026 |
| PKS Advisory Services, LLC | History | New | 39,551 | 2,133 | 0.5% | — | 45 | +39,551 | New | Q1 2026 | May 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 39,554 | 2,133 | 0.17% | 0.16% | 44 | +188 | 0.48% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 37,565 | 2,026 | 0.07% | — | 46 | +37,565 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,720 | 1,819 | 0.0% | 0.01% | 47 | -3,813 | -10.16% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 33,241 | 1,793 | 0.02% | 0.03% | 48 | -1,245 | -3.61% | Q1 2026 | May 12, 2026 |
| IRON Financial LLC | History | Added to | 32,249 | 1,739 | 0.76% | 0.78% | 49 | +163 | 0.51% | Q1 2026 | Apr 27, 2026 |
| PEOPLES BANK /OH | History | Added to | 31,670 | 1,708 | 1.05% | 1.01% | 50 | +959 | 3.12% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 30,986 | 1,671 | 0.06% | 0.07% | 51 | +878 | 2.92% | Q1 2026 | May 19, 2026 |
| BESSEMER GROUP INC | History | No change | 29,945 | 1,616 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 29,850 | 1,610 | 0.87% | 0.96% | 53 | -1,720 | -5.45% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 27,355 | 1,475 | 0.02% | 0.02% | 54 | +33 | 0.12% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 26,778 | 1,444 | 0.0% | 0.0% | 55 | +4,389 | 19.6% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 21,309 | 1,232 | 0.1% | 0.1% | 56 | -467 | -2.14% | Q1 2026 | May 01, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 20,403 | 1,100 | 0.76% | 0.77% | 57 | +1,281 | 6.7% | Q1 2026 | Apr 21, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 20,250 | 1,092 | 0.18% | 0.18% | 58 | -612 | -2.93% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,388 | 1,045 | 0.0% | 0.03% | 59 | -390,279 | -95.27% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 19,240 | 1,037 | 0.03% | 0.02% | 60 | +1,347 | 7.53% | Q1 2026 | Apr 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,888 | 1,019 | 0.02% | 0.02% | 61 | +996 | 5.57% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 18,572 | 1,002 | 0.02% | 0.02% | 62 | +71 | 0.38% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 18,128 | 978 | 0.04% | 0.03% | 63 | +2,461 | 15.71% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | No change | 17,188 | 927 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 17,099 | 922 | 0.64% | 0.58% | 65 | +162 | 0.96% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,756 | 850 | 0.01% | 0.01% | 66 | -960 | -5.74% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,698 | 846 | 0.0% | 0.0% | 67 | +1,879 | 13.6% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | New | 14,938 | 805 | 0.02% | — | 68 | +14,938 | New | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 14,364 | 774 | 0.01% | 0.01% | 69 | -6,007 | -29.49% | Q1 2026 | May 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 13,527 | 729 | 0.2% | 0.16% | 70 | +3,112 | 29.88% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,041 | 703 | 0.01% | 0.0% | 71 | +8,178 | 168.17% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 12,310 | 664 | 0.02% | 0.02% | 72 | -680 | -5.23% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 11,979 | 646 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,824 | 638 | 0.0% | 0.0% | 74 | -7,999 | -40.35% | Q1 2026 | Apr 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 11,798 | 636 | 0.08% | 0.09% | 75 | +82 | 0.7% | Q1 2026 | May 11, 2026 |
| Paradiem, LLC | History | Reduced | 11,127 | 600 | 0.13% | 12.44% | 76 | -966,829 | -98.86% | Q1 2026 | May 04, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 10,755 | 580 | 0.29% | 0.26% | 77 | +120 | 1.13% | Q1 2026 | Apr 16, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 10,280 | 554 | 0.13% | 0.13% | 78 | -444 | -4.14% | Q1 2026 | Apr 28, 2026 |
| KPP Advisory Services LLC | History | Reduced | 9,761 | 526 | 0.08% | 0.18% | 79 | -12,985 | -57.09% | Q1 2026 | Apr 24, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 9,304 | 524 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 9,581 | 516 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,514 | 513 | 0.01% | 0.01% | 82 | +987 | 11.57% | Q1 2026 | May 15, 2026 |
| Collier Financial | History | Added to | 9,409 | 507 | 0.39% | 0.33% | 83 | +1,239 | 15.17% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,308 | 502 | 0.0% | 0.0% | 84 | -2,259 | -19.53% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,438 | 401 | 0.0% | 0.0% | 85 | -677 | -8.34% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 7,374 | 397 | 0.22% | 0.23% | 86 | -592 | -7.43% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | New | 7,354 | 396 | 0.0% | — | 87 | +7,354 | New | Q1 2026 | Apr 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 7,172 | 386 | 0.09% | 0.09% | 88 | +796 | 12.48% | Q1 2026 | May 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,947 | 374 | 0.01% | 0.01% | 89 | +487 | 7.54% | Q1 2026 | Apr 08, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 6,642 | 358 | 0.1% | 0.08% | 90 | +902 | 15.71% | Q1 2026 | May 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 6,568 | 354 | 0.04% | 0.04% | 91 | +185 | 2.9% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,660 | 353 | 0.0% | 0.0% | 92 | -691 | -9.4% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,383 | 343 | 0.04% | 0.04% | 93 | +308 | 5.07% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,354 | 342 | 0.02% | 0.02% | 94 | +446 | 7.55% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | New | 6,297 | 339 | 0.0% | — | 95 | +6,297 | New | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,261 | 337 | 0.01% | 0.01% | 96 | +443 | 7.61% | Q1 2026 | Apr 07, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 6,139 | 331 | 0.02% | — | 97 | +6,139 | New | Q1 2026 | Apr 17, 2026 |
| IFS Group,LLC | History | New | 5,957 | 321 | 0.29% | — | 98 | +5,957 | New | Q1 2026 | May 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,741 | 309 | 0.0% | 0.0% | 99 | +3,589 | 166.78% | Q1 2026 | May 15, 2026 |
| Citizens National Bank Trust Department | History | Added to | 5,517 | 297 | 0.05% | 0.05% | 100 | +328 | 6.32% | Q1 2026 | May 04, 2026 |
| RMR Wealth Builders | History | Added to | 5,477 | 295 | 0.02% | 0.02% | 101 | +1,196 | 27.94% | Q1 2026 | Apr 22, 2026 |
| TruWealth Advisors, LLC | History | Added to | 5,230 | 282 | 0.01% | 0.01% | 102 | +279 | 5.64% | Q1 2026 | Apr 09, 2026 |
| Gouws Capital LLC | History | Added to | 5,200 | 280 | 0.15% | 0.14% | 103 | +250 | 5.05% | Q1 2026 | May 12, 2026 |
| AmeriServ Wealth Advisors | History | No change | 5,161 | 278 | 0.18% | 0.16% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 5,097 | 274 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Added to | 5,074 | 273 | 0.23% | 0.17% | 107 | +1,233 | 32.1% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Reduced | 5,077 | 273 | 0.01% | 0.01% | 106 | -470 | -8.47% | Q1 2026 | Apr 30, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 5,032 | 271 | 0.14% | 0.13% | 108 | +317 | 6.72% | Q1 2026 | May 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 5,017 | 270 | 0.03% | 0.03% | 109 | +32 | 0.64% | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 4,985 | 268 | 0.06% | — | 110 | +4,985 | New | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | New | 4,824 | 260 | 0.0% | — | 111 | +4,824 | New | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 4,693 | 253 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| M3 Advisory Group, LLC | History | Added to | 4,644 | 250 | 0.15% | 0.14% | 113 | +180 | 4.03% | Q1 2026 | Apr 22, 2026 |
| Cadia Private Client LLC | History | Added to | 4,515 | 243 | 0.2% | 0.19% | 114 | +13 | 0.29% | Q1 2026 | May 20, 2026 |
| FMR LLC | History | Added to | 4,501 | 242 | 0.0% | 0.0% | 115 | +1,471 | 48.55% | Q1 2026 | May 15, 2026 |
| KWB Wealth | History | Reduced | 4,569 | 242 | 0.02% | 0.02% | 116 | -201 | -4.21% | Q1 2026 | Apr 08, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 4,460 | 240 | 0.12% | 0.11% | 117 | +100 | 2.29% | Q1 2026 | May 15, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 4,400 | 237 | 0.07% | 0.06% | 118 | -100 | -2.22% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,365 | 235 | 0.0% | 0.0% | 119 | +140 | 3.31% | Q1 2026 | May 07, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 3,903 | 219 | 0.02% | — | 120 | +3,903 | New | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,045 | 218 | 0.02% | 0.03% | 121 | -2,543 | -38.6% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,092 | 217 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | New | 4,017 | 216 | 0.0% | — | 123 | +4,017 | New | Q1 2026 | May 12, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 4,000 | 215 | 0.11% | 0.13% | 124 | -900 | -18.37% | Q1 2026 | Apr 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 3,968 | 214 | 0.01% | — | 125 | +3,968 | New | Q1 2026 | Apr 22, 2026 |
| GC Wealth Management RIA, LLC | History | New | 3,854 | 207 | 0.01% | — | 126 | +3,854 | New | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,798 | 204 | 0.03% | 0.03% | 127 | -30 | -0.78% | Q1 2026 | Apr 17, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 3,767 | 203 | 0.03% | — | 128 | +3,767 | New | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,233 | 174 | 0.0% | 0.0% | 129 | -4,581 | -58.63% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | New | 2,922 | 157 | 0.04% | — | 130 | +2,922 | New | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Reduced | 2,762 | 149 | 0.01% | 0.01% | 131 | -213 | -7.16% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,112 | 113 | 0.0% | 0.0% | 132 | -1,229 | -36.79% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,020 | 108 | 0.09% | 0.09% | 133 | +13 | 0.65% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | No change | 1,323 | 71 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 1,101 | 59 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 53 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Miller Capital Partners, Inc. | History | No change | 750 | 40 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 711 | 38 | 0.0% | 0.0% | 138 | +4 | 0.57% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 594 | 32 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EFG International AG | History | New | 508 | 27 | 0.0% | — | 140 | +508 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 497 | 26 | 0.01% | — | 141 | +497 | New | Q1 2026 | May 08, 2026 |
| Advantage Trust Co | History | No change | 375 | 20 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | New | 322 | 17 | 0.0% | — | 143 | +322 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 301 | 16 | 0.0% | 0.0% | 144 | +265 | 736.11% | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | New | 274 | 14 | 0.0% | — | 147 | +274 | New | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 278 | 14 | 0.0% | 0.0% | 145 | +2 | 0.72% | Q1 2026 | Apr 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 274 | 14 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 220 | 11 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 190 | 10 | 0.0% | — | 149 | +190 | New | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 165 | 8 | 0.0% | — | 151 | +165 | New | Q1 2026 | Apr 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 158 | 8 | 0.0% | — | 150 | +158 | New | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | New | 150 | 8 | 0.0% | — | 152 | +150 | New | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 61 | 3 | 0.0% | 0.0% | 154 | -82 | -57.34% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 74 | 3 | 0.0% | 0.0% | 153 | -9 | -10.84% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | New | 44 | 2 | 0.0% | — | 155 | +44 | New | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -280,108 | -100.0% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,574 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,660 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,989 | -100.0% | Q1 2026 | May 12, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.34% | — | -16,315 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,047 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,871 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,838 | -100.0% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,129 | -100.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,527 | -100.0% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,235 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Closed out | 0 | 0 | — | 0.09% | — | -3,941 | -100.0% | Q1 2026 | May 05, 2026 |
| Next Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,854 | -100.0% | Q1 2026 | May 07, 2026 |
| Rosenberg Matthew Hamilton | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q1 2026 | Apr 06, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | Apr 28, 2026 |
| REAP Financial Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |