iSHARES TRUST - DMXF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,106,724 | 83,502 | 0.02% | 0.0% | 1 | +1,092,784 | 7839.2% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Reduced | 840,981 | 63,452 | 0.0% | 0.0% | 2 | -3,802 | -0.45% | Q1 2026 | May 13, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 736,635 | 55,527 | 5.42% | 5.29% | 3 | +3,655 | 0.5% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 373,978 | 28,216 | 0.03% | 0.03% | 4 | +16,417 | 4.59% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 359,463 | 27,121 | 0.01% | 0.0% | 5 | +274,432 | 322.74% | Q1 2026 | May 06, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 237,333 | 17,906 | 9.4% | 9.26% | 6 | +1,542 | 0.65% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 212,249 | 16,014 | 0.09% | — | 7 | +212,249 | New | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 210,684 | 15,356 | 0.0% | 0.0% | 8 | +147,888 | 235.51% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 178,041 | 13,433 | 0.05% | 0.05% | 9 | +1,121 | 0.63% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 149,197 | 11,256 | 0.12% | 0.12% | 10 | +4,091 | 2.82% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 141,877 | 10,704 | 0.0% | 0.0% | 11 | +88,495 | 165.78% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 111,097 | 8,382 | 0.01% | 0.0% | 12 | +71,025 | 177.24% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 107,325 | 8,098 | 0.06% | — | 13 | +107,325 | New | Q1 2026 | Apr 07, 2026 |
| Values Added Financial LLC | History | Added to | 106,524 | 8,037 | 3.38% | 3.04% | 14 | +10,557 | 11.0% | Q1 2026 | Apr 20, 2026 |
| BAILARD, INC. | History | Added to | 104,179 | 7,860 | 0.18% | 0.15% | 15 | +14,317 | 15.93% | Q1 2026 | May 11, 2026 |
| Accredited Investors Inc. | History | Added to | 84,629 | 6,385 | 0.34% | 0.33% | 16 | +1,220 | 1.46% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | New | 75,723 | 6,222 | 0.09% | — | 17 | +75,723 | New | Q1 2026 | Apr 20, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 75,280 | 5,679 | 1.97% | 1.99% | 18 | -1,889 | -2.45% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | New | 74,514 | 5,622 | 0.05% | — | 19 | +74,514 | New | Q1 2026 | May 06, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 66,487 | 5,016 | 3.22% | 3.1% | 20 | +1,166 | 1.79% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 63,563 | 4,795 | 0.01% | 0.01% | 21 | +1,116 | 1.79% | Q1 2026 | May 05, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 62,331 | 4,702 | 3.3% | 3.31% | 22 | +307 | 0.49% | Q1 2026 | May 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 57,193 | 4,315 | 0.65% | 0.62% | 23 | +2,921 | 5.38% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 55,834 | 4,212 | 0.01% | 0.0% | 24 | +44,987 | 414.74% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 55,675 | 4,200 | 0.01% | 0.01% | 25 | +7,113 | 14.65% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 55,477 | 4,185 | 0.0% | — | 26 | +55,477 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 54,086 | 4,080 | 0.0% | 0.0% | 27 | -1,324 | -2.39% | Q1 2026 | May 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 49,039 | 3,699 | 0.49% | 0.5% | 28 | +1,237 | 2.59% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 48,493 | 3,659 | 0.0% | 0.0% | 29 | +8,649 | 21.71% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 47,067 | 3,606 | 0.06% | 0.04% | 30 | +18,226 | 63.19% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 43,715 | 3,346 | 0.01% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 44,188 | 3,333 | 2.18% | 2.02% | 32 | +2,166 | 5.15% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 43,330 | 3,269 | 0.0% | 0.0% | 33 | +2,632 | 6.47% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Added to | 39,420 | 2,974 | 0.94% | 0.87% | 34 | +998 | 2.6% | Q1 2026 | Apr 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 38,494 | 2,904 | 0.19% | 0.18% | 35 | +49 | 0.13% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 37,998 | 2,867 | 0.01% | 0.0% | 36 | +31,594 | 493.35% | Q1 2026 | Apr 22, 2026 |
| Fiera Capital Corp | History | Added to | 34,315 | 2,589 | 0.01% | 0.01% | 37 | +4,000 | 13.19% | Q1 2026 | May 12, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 34,257 | 2,584 | 1.17% | 1.16% | 38 | +3,089 | 9.91% | Q1 2026 | Apr 20, 2026 |
| SOFI WEALTH, LLC | History | Added to | 33,590 | 2,534 | 0.12% | 0.1% | 39 | +6,320 | 23.18% | Q1 2026 | May 05, 2026 |
| Atwater Malick LLC | History | Added to | 33,203 | 2,505 | 0.68% | 0.67% | 40 | +930 | 2.88% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 33,138 | 2,500 | 0.07% | 0.03% | 41 | +19,126 | 136.5% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 33,053 | 2,493 | 0.0% | 0.0% | 42 | +1,027 | 3.21% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | No change | 32,379 | 2,442 | 1.05% | 0.98% | 43 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arjuna Capital | History | Added to | 31,078 | 2,344 | 0.6% | 0.54% | 44 | +1,840 | 6.29% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 30,772 | 2,321 | 0.04% | 0.04% | 45 | +2,465 | 8.71% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,298 | 2,285 | 0.01% | 0.01% | 46 | +15,336 | 102.5% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,546 | 2,229 | 0.0% | 0.0% | 47 | -314 | -1.05% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 29,397 | 2,218 | 0.0% | 0.0% | 48 | +27,361 | 1343.86% | Q1 2026 | May 06, 2026 |
| One Wealth Advisors, LLC | History | Added to | 29,406 | 2,218 | 0.28% | 0.13% | 49 | +15,096 | 105.49% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 28,494 | 2,117 | 0.0% | 0.0% | 50 | -1,066 | -3.61% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 26,140 | 1,972 | 0.01% | 0.01% | 51 | -1,339 | -4.87% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,372 | 1,914 | 0.02% | 0.0% | 52 | +19,909 | 364.43% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 24,815 | 1,901 | 0.3% | 0.31% | 53 | +796 | 3.31% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 23,880 | 1,801 | 0.0% | 0.0% | 54 | +3,061 | 14.7% | Q1 2026 | May 11, 2026 |
| Archer Investment Management, LLC | History | New | 23,526 | 1,775 | 0.75% | — | 55 | +23,526 | New | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 23,434 | 1,768 | 0.02% | 0.01% | 56 | +11,688 | 99.51% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 22,119 | 1,668 | 0.0% | 0.0% | 57 | -760 | -3.32% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,975 | 1,658 | 0.0% | 0.0% | 58 | -1,813 | -7.62% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,227 | 1,601 | 0.0% | 0.0% | 59 | +929 | 4.58% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,190 | 1,599 | 0.0% | 0.0% | 60 | +12,401 | 141.1% | Q1 2026 | Apr 30, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 20,670 | 1,559 | 0.27% | 0.26% | 61 | +1,220 | 6.27% | Q1 2026 | May 05, 2026 |
| Opes Wealth Management LLC | History | Added to | 20,590 | 1,553 | 0.26% | 0.24% | 62 | +620 | 3.1% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,113 | 1,517 | 0.0% | 0.0% | 63 | +369 | 1.87% | Q1 2026 | May 12, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 19,663 | 1,483 | 0.87% | 0.91% | 64 | +45 | 0.23% | Q1 2026 | Apr 21, 2026 |
| First Pacific Financial | History | Reduced | 19,292 | 1,455 | 0.19% | 0.19% | 65 | -37 | -0.19% | Q1 2026 | Apr 23, 2026 |
| Plancorp, LLC | History | No change | 18,163 | 1,441 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 18,583 | 1,402 | 0.48% | 0.4% | 67 | +3,264 | 21.31% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,517 | 1,397 | 0.01% | 0.0% | 68 | +10,901 | 143.13% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | New | 18,242 | 1,376 | 0.05% | — | 69 | +18,242 | New | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 18,183 | 1,371 | 0.0% | 0.0% | 70 | +9,561 | 110.89% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 18,137 | 1,368 | 0.18% | 0.16% | 71 | -105 | -0.58% | Q1 2026 | Apr 10, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Added to | 16,910 | 1,275 | 1.25% | 1.09% | 72 | +559 | 3.42% | Q1 2026 | Apr 22, 2026 |
| Horst & Graben Wealth Management LLC | History | New | 15,788 | 1,266 | 0.17% | — | 73 | +15,788 | New | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 16,628 | 1,254 | 0.0% | 0.0% | 74 | -382 | -2.25% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 16,496 | 1,244 | 0.01% | — | 75 | +16,496 | New | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | New | 16,071 | 1,212 | 0.0% | — | 76 | +16,071 | New | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 15,937 | 1,202 | 1.1% | 1.11% | 77 | +136 | 0.86% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 15,872 | 1,193 | 0.01% | — | 78 | +15,872 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 15,143 | 1,142 | 0.0% | — | 79 | +15,143 | New | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,072 | 1,137 | 0.02% | 0.01% | 80 | +4,093 | 37.28% | Q1 2026 | Apr 10, 2026 |
| GTS SECURITIES LLC | History | New | 14,942 | 1,127 | 0.04% | — | 81 | +14,942 | New | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | New | 14,792 | 1,111 | 0.01% | — | 82 | +14,792 | New | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | New | 14,610 | 1,102 | 0.15% | — | 83 | +14,610 | New | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,020 | 1,074 | 0.01% | 0.01% | 84 | +837 | 6.35% | Q1 2026 | Apr 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,941 | 1,051 | 0.0% | 0.0% | 85 | +4,878 | 53.82% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,662 | 1,030 | 0.01% | 0.01% | 86 | +2,822 | 26.03% | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 13,467 | 1,016 | 0.11% | 0.13% | 87 | +160 | 1.2% | Q1 2026 | Apr 23, 2026 |
| VERITY Wealth Advisors | History | Added to | 13,336 | 1,006 | 0.67% | 0.62% | 88 | +70 | 0.53% | Q1 2026 | Apr 09, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 13,209 | 996 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,861 | 970 | 0.0% | 0.0% | 90 | +6,501 | 102.22% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,837 | 968 | 0.04% | 0.04% | 91 | +121 | 0.95% | Q1 2026 | May 08, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 12,510 | 943 | 0.06% | 0.06% | 92 | +166 | 1.34% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | No change | 12,276 | 926 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 11,780 | 888 | 0.03% | 0.52% | 94 | -221,368 | -94.95% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 11,648 | 878 | 0.01% | — | 95 | +11,648 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,575 | 873 | 0.0% | 0.0% | 96 | +7,047 | 155.63% | Q1 2026 | May 08, 2026 |
| Urban Financial Advisory Corp | History | No change | 10,606 | 800 | 0.28% | 0.31% | 97 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Reduced | 10,524 | 794 | 0.06% | 0.06% | 98 | -155 | -1.45% | Q1 2026 | Apr 10, 2026 |
| MGO ONE SEVEN LLC | History | New | 10,045 | 757 | 0.02% | — | 99 | +10,045 | New | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 9,892 | 746 | 0.26% | 0.26% | 100 | -289 | -2.84% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 9,823 | 741 | 0.0% | 0.0% | 101 | +3,492 | 55.16% | Q1 2026 | May 13, 2026 |
| Davis Wealth Advisors, LLC | History | New | 9,582 | 722 | 0.6% | — | 102 | +9,582 | New | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 9,229 | 696 | 0.02% | 0.02% | 103 | +39 | 0.42% | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 9,155 | 690 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 9,087 | 685 | 0.0% | 0.0% | 105 | +2,169 | 31.35% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 8,232 | 621 | 0.11% | 0.11% | 106 | +16 | 0.19% | Q1 2026 | Apr 08, 2026 |
| Optas, LLC | History | Added to | 8,094 | 610 | 0.09% | 0.05% | 107 | +3,423 | 73.28% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 8,019 | 605 | 0.0% | 0.0% | 108 | +52 | 0.65% | Q1 2026 | May 15, 2026 |
| MA Private Wealth | History | No change | 7,997 | 603 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 7,824 | 590 | 0.08% | 0.5% | 110 | -37,790 | -82.85% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 7,648 | 577 | 0.01% | 0.0% | 111 | +4,766 | 165.37% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,330 | 553 | 0.0% | 0.0% | 112 | +106 | 1.47% | Q1 2026 | Apr 30, 2026 |
| Stewardship Advisors, LLC | History | Added to | 7,113 | 536 | 0.12% | 0.12% | 113 | +133 | 1.91% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Reduced | 6,965 | 525 | 0.0% | 0.0% | 114 | -4 | -0.06% | Q1 2026 | May 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 6,881 | 519 | 0.16% | — | 115 | +6,881 | New | Q1 2026 | May 12, 2026 |
| Avise Financial Cooperative, Inc. | History | Reduced | 6,732 | 507 | 0.42% | 0.46% | 116 | -18 | -0.27% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Reduced | 6,635 | 501 | 0.0% | 0.0% | 117 | -2,254 | -25.36% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | New | 6,390 | 482 | 0.01% | — | 119 | +6,390 | New | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,390 | 482 | 0.0% | 0.0% | 118 | +1,186 | 22.79% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,195 | 467 | 0.02% | — | 120 | +6,195 | New | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 6,159 | 464 | 0.21% | 0.21% | 121 | -100 | -1.6% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,051 | 456 | 0.0% | 0.0% | 123 | +72 | 1.2% | Q1 2026 | May 11, 2026 |
| Haverford Trust Co | History | No change | 6,054 | 456 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,017 | 453 | 0.05% | 0.05% | 124 | +15 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Pathway Financial Advisors LLC | History | No change | 5,934 | 450 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 5,899 | 445 | 0.04% | — | 126 | +5,899 | New | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 5,853 | 441 | 0.06% | 0.05% | 127 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 5,767 | 435 | 0.01% | — | 128 | +5,767 | New | Q1 2026 | May 07, 2026 |
| Financially in Tune, LLC | History | No change | 5,760 | 434 | 0.37% | 0.4% | 129 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,608 | 423 | 0.02% | 0.02% | 130 | +213 | 3.95% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Added to | 5,545 | 418 | 0.01% | 0.01% | 131 | +1,402 | 33.84% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 5,411 | 408 | 0.02% | — | 132 | +5,411 | New | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,379 | 405 | 0.01% | — | 133 | +5,379 | New | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,240 | 395 | 0.01% | 0.01% | 134 | +1,491 | 39.77% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 4,761 | 359 | 0.02% | 0.01% | 135 | +327 | 7.37% | Q1 2026 | Apr 30, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 4,574 | 345 | 0.11% | 0.11% | 136 | -256 | -5.3% | Q1 2026 | Apr 21, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,581 | 344 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,485 | 338 | 0.0% | 0.01% | 138 | -1,227 | -21.48% | Q1 2026 | Apr 20, 2026 |
| National Wealth Management Group, LLC | History | Added to | 4,359 | 328 | 0.12% | 0.09% | 139 | +830 | 23.52% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | New | 4,262 | 321 | 0.0% | — | 140 | +4,262 | New | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,124 | 313 | 0.01% | 0.01% | 141 | -582 | -12.37% | Q1 2026 | Apr 07, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | New | 3,930 | 312 | 0.14% | — | 142 | +3,930 | New | Q1 2026 | May 04, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 4,100 | 309 | 0.0% | 0.0% | 143 | -200 | -4.65% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | No change | 4,105 | 309 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | New | 4,000 | 301 | 0.0% | — | 145 | +4,000 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,970 | 299 | 0.01% | 0.01% | 146 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Added to | 3,933 | 296 | 0.01% | 0.01% | 147 | +1,024 | 35.2% | Q1 2026 | Apr 27, 2026 |
| LifePlan Investment Advisors, Inc. | History | New | 3,876 | 292 | 0.11% | — | 148 | +3,876 | New | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 3,866 | 291 | 0.01% | 0.01% | 149 | -180 | -4.45% | Q1 2026 | May 11, 2026 |
| Keystone Financial Services | History | New | 3,847 | 290 | 0.09% | — | 150 | +3,847 | New | Q1 2026 | May 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 3,847 | 290 | 0.2% | — | 151 | +3,847 | New | Q1 2026 | May 04, 2026 |
| Navigation Group, LLC | History | New | 3,832 | 289 | 0.07% | — | 152 | +3,832 | New | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | New | 3,776 | 284 | 0.01% | — | 156 | +3,776 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 3,776 | 284 | 0.04% | — | 157 | +3,776 | New | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | New | 3,767 | 284 | 0.0% | — | 155 | +3,767 | New | Q1 2026 | May 05, 2026 |
| Portfolio Design Labs, LLC | History | No change | 3,766 | 284 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 3,776 | 284 | 0.12% | 0.13% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,635 | 274 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Human Investing LLC | History | Reduced | 3,607 | 272 | 0.04% | 0.04% | 159 | -27 | -0.74% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | New | 3,540 | 267 | 0.0% | — | 160 | +3,540 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3,497 | 263 | 0.01% | — | 161 | +3,497 | New | Q1 2026 | May 15, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 3,460 | 261 | 0.08% | 0.08% | 162 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,429 | 258 | 0.05% | 0.04% | 163 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| RCS Financial Planning, LLC | History | New | 3,396 | 256 | 0.13% | — | 164 | +3,396 | New | Q1 2026 | Apr 21, 2026 |
| Hoxton Planning & Management, LLC | History | New | 3,388 | 255 | 0.08% | — | 165 | +3,388 | New | Q1 2026 | Apr 20, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 3,280 | 247 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Freedom Investment Management, Inc. | History | New | 3,105 | 234 | 0.07% | — | 167 | +3,105 | New | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 3,028 | 228 | 0.0% | — | 168 | +3,028 | New | Q1 2026 | Apr 20, 2026 |
| THEORY FINANCIAL LLC | History | New | 3,000 | 226 | 0.08% | — | 170 | +3,000 | New | Q1 2026 | May 05, 2026 |
| West Wealth Group, LLC | History | Reduced | 3,007 | 226 | 0.04% | 0.05% | 169 | -78 | -2.53% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,991 | 225 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | No change | 2,973 | 224 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,741 | 216 | 0.0% | — | 173 | +2,741 | New | Q1 2026 | May 01, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | New | 2,859 | 215 | 0.01% | — | 174 | +2,859 | New | Q1 2026 | May 13, 2026 |
| RKL Wealth Management LLC | History | No change | 2,833 | 213 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aufman Associates Inc | History | No change | 2,819 | 212 | 0.1% | 0.11% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 2,602 | 209 | 0.03% | — | 178 | +2,602 | New | Q1 2026 | May 06, 2026 |
| J. Mark Nickell & Co. | History | No change | 2,775 | 209 | 0.22% | 0.19% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 2,763 | 208 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | No change | 2,692 | 203 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,566 | 193 | 0.17% | 0.16% | 181 | +155 | 6.43% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 2,502 | 188 | 0.01% | 0.01% | 182 | -165 | -6.19% | Q1 2026 | May 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,500 | 188 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,335 | 176 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rossmore Private Capital | History | No change | 2,218 | 167 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | New | 2,152 | 162 | 0.0% | — | 186 | +2,152 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | Reduced | 2,095 | 158 | 0.0% | 0.0% | 187 | -3,605 | -63.25% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,142 | 155 | 0.0% | 0.0% | 188 | +1,779 | 490.08% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,002 | 151 | 0.0% | 0.0% | 189 | +38 | 1.93% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,993 | 150 | 0.0% | 0.0% | 190 | +859 | 75.75% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 1,815 | 136 | 0.01% | 0.01% | 191 | +243 | 15.46% | Q1 2026 | Apr 28, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,816 | 136 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ascentis Independent Advisors | History | Reduced | 1,765 | 133 | 0.01% | 0.04% | 193 | -1,146 | -39.37% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,702 | 128 | 0.02% | 0.02% | 194 | -653 | -27.73% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,683 | 126 | 0.0% | 0.0% | 195 | -31,326 | -94.9% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | New | 1,643 | 123 | 0.04% | — | 196 | +1,643 | New | Q1 2026 | May 08, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,485 | 112 | 0.1% | 0.09% | 197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,440 | 108 | 0.0% | — | 199 | +1,440 | New | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | Added to | 1,438 | 108 | 0.0% | — | 198 | +1,431 | 20442.86% | Q1 2026 | May 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 1,354 | 102 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 1,265 | 95 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,101 | 83 | 0.0% | — | 202 | +1,101 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,099 | 82 | 0.0% | 0.0% | 203 | +1 | 0.09% | Q1 2026 | May 14, 2026 |
| Armor Investment Advisors, LLC | History | No change | 991 | 74 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 943 | 71 | 0.0% | — | 205 | +943 | New | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 899 | 67 | 0.0% | — | 206 | +899 | New | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 827 | 62 | 0.0% | — | 208 | +827 | New | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | No change | 831 | 62 | 0.01% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 798 | 61 | 0.01% | 0.02% | 209 | +120 | 17.7% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 782 | 59 | 0.01% | 0.01% | 210 | +13 | 1.69% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | New | 727 | 54 | 0.0% | — | 211 | +727 | New | Q1 2026 | May 19, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 679 | 51 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 664 | 50 | 0.0% | 0.0% | 213 | +4 | 0.61% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 622 | 46 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 609 | 45 | 0.01% | — | 215 | +609 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 558 | 42 | 0.0% | 0.0% | 216 | +530 | 1892.86% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 478 | 36 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 446 | 33 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BIRCHBROOK, INC. | History | Added to | 411 | 31 | 0.02% | 0.01% | 220 | +107 | 35.2% | Q1 2026 | Apr 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 419 | 31 | 0.02% | 0.03% | 219 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 340 | 25 | 0.0% | — | 221 | +340 | New | Q1 2026 | May 08, 2026 |
| EFG International AG | History | New | 238 | 17 | 0.0% | — | 222 | +238 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 197 | 14 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 175 | 13 | 0.0% | 0.03% | 224 | -7,417 | -97.69% | Q1 2026 | Apr 17, 2026 |
| VANGUARD ADVISERS INC | History | New | 178 | 13 | 0.0% | — | 225 | +178 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 172 | 12 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Noble Wealth Management PBC | History | No change | 166 | 12 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,490 | 10 | 0.0% | 0.01% | 228 | -14,706 | -58.37% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 130 | 9 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | New | 115 | 8 | 0.0% | — | 231 | +115 | New | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | Added to | 111 | 8 | 0.0% | — | 230 | +101 | 1010.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 100 | 7 | 0.0% | — | 232 | +100 | New | Q1 2026 | Apr 13, 2026 |
| Sankala Group LLC | History | Reduced | 84 | 6 | 0.0% | 0.01% | 234 | -119 | -58.62% | Q1 2026 | Mar 31, 2026 |
| BFSG, LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 47 | 3 | 0.0% | 0.02% | 237 | -485 | -91.17% | Q1 2026 | May 04, 2026 |
| TORONTO DOMINION BANK | History | New | 32 | 2 | 0.0% | — | 239 | +32 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 35 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 22 | 1 | 0.0% | 0.0% | 240 | -29 | -56.86% | Q1 2026 | Apr 13, 2026 |
| Key Capital Management, INC | History | New | 15 | 1 | 0.0% | — | 243 | +15 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 20 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -58,319 | -100.0% | Q1 2026 | May 15, 2026 |
| Humankind Investments LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,298 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,292 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,049 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MBE Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,883 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,687 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | May 06, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |