iSHARES TRUST - DVY
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,065,913 | 1,221,259 | 0.09% | 0.08% | 1 | -104,255 | -1.28% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,518,944 | 987,033 | 0.06% | 0.05% | 2 | +12,150 | 0.19% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,808,227 | 576,603 | 0.11% | 0.1% | 3 | +272 | 0.01% | Q1 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,506,722 | 530,952 | 0.31% | 0.27% | 4 | -47,188 | -1.33% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,106,667 | 470,380 | 0.06% | 0.05% | 5 | +50,828 | 1.66% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,746,436 | 415,836 | 0.07% | 0.07% | 6 | -327,341 | -10.65% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,791,778 | 271,293 | 0.07% | 0.07% | 7 | +2,312 | 0.13% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,608,990 | 243,617 | 0.04% | 0.04% | 8 | -86,721 | -5.11% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,536,717 | 230,553 | 0.01% | 0.01% | 9 | -109,835 | -6.67% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,487,430 | 225,211 | 0.06% | 0.06% | 10 | +85,820 | 6.12% | Q1 2026 | May 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 1,375 | 208,189 | 9.25% | 0.91% | 11 | -20,462 | -93.7% | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,184,494 | 179,344 | 0.06% | 0.05% | 12 | +14,004 | 1.2% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,163,600 | 176,180 | 0.03% | 0.03% | 13 | -26,265 | -2.21% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,103,131 | 167,025 | 0.2% | 0.18% | 14 | -8,377 | -0.75% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,099,024 | 166,403 | 0.22% | 0.21% | 15 | -36,281 | -3.2% | Q1 2026 | Apr 27, 2026 |
| Howard Capital Management Inc. | History | No change | 1,011,427 | 153,140 | 2.5% | 1.85% | 16 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 782,566 | 118,488 | 0.02% | 0.0% | 17 | +752,277 | 2483.66% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 768,498 | 116,358 | 0.04% | 0.04% | 18 | -11,323 | -1.45% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 692,694 | 104,880 | 0.01% | 0.01% | 19 | -1,208 | -0.17% | Q1 2026 | May 15, 2026 |
| Northside Capital Management, LLC | History | Reduced | 653,948 | 99,014 | 8.69% | 8.02% | 20 | -35 | -0.01% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 645,684 | 97,763 | 0.18% | 0.1% | 21 | +413,908 | 178.58% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 590,546 | 89,414 | 0.12% | 0.11% | 22 | -15,786 | -2.6% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 551,385 | 83,485 | 0.15% | 0.13% | 23 | +43,838 | 8.64% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 539,922 | 81,749 | 0.09% | 0.08% | 24 | +29,898 | 5.86% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 503,672 | 76,226 | 0.02% | 0.02% | 25 | -48,735 | -8.82% | Q1 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 485,314 | 73,510 | 0.11% | 0.08% | 26 | +103,756 | 27.19% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 465,699 | 70,517 | 0.08% | 0.07% | 27 | -526 | -0.11% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | New | 441,375 | 66,828 | 0.02% | — | 28 | +441,375 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 412,591 | 62,470 | 0.04% | 0.03% | 29 | +102,721 | 33.15% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 427,919 | 60,396 | 0.24% | 0.24% | 30 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 395,961 | 59,948 | 0.07% | 0.07% | 31 | -5,835 | -1.45% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 331,481 | 50,189 | 0.05% | 0.05% | 32 | -79 | -0.02% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 329,415 | 49,876 | 0.28% | 0.25% | 33 | +36,079 | 12.3% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 317,572 | 48,083 | 0.03% | 0.03% | 34 | +8,969 | 2.91% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Added to | 313,946 | 47,534 | 1.03% | 1.01% | 35 | +8,806 | 2.89% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 311,822 | 47,212 | 0.04% | 0.04% | 36 | +8,277 | 2.73% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 300,002 | 45,427 | 0.35% | 0.32% | 37 | -274 | -0.09% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 283,465 | 42,919 | 0.07% | 0.06% | 38 | -1,971 | -0.69% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 280,769 | 42,511 | 0.21% | 0.21% | 39 | +5,202 | 1.89% | Q1 2026 | May 11, 2026 |
| MYDA Advisors LLC | History | New | 260,000 | 39,366 | 6.48% | — | 40 | +260,000 | New | Q1 2026 | May 14, 2026 |
| Moment Partners, LLC | History | Added to | 258,828 | 39,189 | 6.99% | 7.47% | 41 | +1,547 | 0.6% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Added to | 253,777 | 38,424 | 0.13% | 0.11% | 42 | +8,201 | 3.34% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 242,901 | 36,777 | 0.06% | 0.06% | 43 | -13,517 | -5.27% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 242,129 | 36,660 | 0.18% | 0.16% | 44 | +2,074 | 0.86% | Q1 2026 | May 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 238,781 | 36,154 | 0.09% | 0.07% | 45 | +18,051 | 8.18% | Q1 2026 | Apr 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 230,707 | 34,931 | 2.13% | 1.99% | 46 | +1,594 | 0.7% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 225,100 | 34,082 | 0.0% | 0.01% | 47 | -419,600 | -65.08% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 220,488 | 33,384 | 0.07% | 0.06% | 48 | -2,618 | -1.17% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 213,855 | 32,379 | 0.15% | 0.13% | 49 | +22,564 | 11.8% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 204,920 | 31,026 | 0.0% | 0.01% | 50 | -169,704 | -45.3% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 193,751 | 29,335 | 0.0% | 0.0% | 51 | +25,281 | 15.01% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 189,696 | 28,721 | 4.98% | 4.69% | 52 | -876 | -0.46% | Q1 2026 | May 12, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 184,182 | 27,887 | 0.76% | 2.15% | 53 | -321,507 | -63.58% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 181,493 | 27,479 | 0.33% | 0.31% | 54 | +2,384 | 1.33% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 179,913 | 27,240 | 0.01% | 0.01% | 55 | +2,771 | 1.56% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 176,755 | 26,763 | 0.07% | 0.06% | 56 | +14,479 | 8.92% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 165,919 | 25,121 | 0.1% | 0.07% | 57 | +48,896 | 41.78% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 165,348 | 25,035 | 0.07% | 0.06% | 58 | +333 | 0.2% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 163,287 | 23,594 | 0.05% | 0.04% | 59 | -48,846 | -23.03% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 151,168 | 22,888 | 4.94% | 4.41% | 60 | -19,223 | -11.28% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 150,983 | 22,860 | 0.03% | 0.04% | 61 | -28,494 | -15.88% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 145,765 | 22,061 | 0.02% | 0.02% | 62 | +581 | 0.4% | Q1 2026 | May 14, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 144,903 | 21,939 | 1.03% | 1.13% | 63 | -21,595 | -12.97% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 142,798 | 21,615 | 0.11% | 0.11% | 64 | -1,690 | -1.17% | Q1 2026 | May 15, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 142,176 | 21,526 | 7.74% | 8.55% | 65 | -26,486 | -15.7% | Q1 2026 | May 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 137,997 | 20,894 | 0.71% | 0.73% | 66 | -9,882 | -6.68% | Q1 2026 | Apr 17, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 266,000 | 20,821 | 3.77% | 1.86% | 67 | +194,533 | 272.2% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 135,137 | 20,461 | 0.13% | 0.12% | 68 | +1,171 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 132,188 | 20,015 | 0.03% | 0.03% | 69 | +3,742 | 2.91% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 132,078 | 19,997 | 0.27% | 0.25% | 70 | +4,474 | 3.51% | Q1 2026 | May 15, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 128,315 | 19,428 | 11.6% | 11.65% | 71 | -2,638 | -2.01% | Q1 2026 | Apr 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 124,552 | 18,858 | 1.21% | 1.08% | 72 | +3,741 | 3.1% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 123,757 | 18,738 | 0.27% | 0.26% | 73 | +4,315 | 3.61% | Q1 2026 | Apr 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 119,877 | 18,150 | 3.77% | 3.45% | 74 | +1,592 | 1.35% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 122,603 | 17,378 | 0.11% | 0.1% | 75 | +14,839 | 13.77% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | Added to | 114,647 | 17,358 | 2.66% | 2.35% | 76 | +3,734 | 3.37% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 109,595 | 16,593 | 0.19% | 0.19% | 77 | -11,044 | -9.15% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Added to | 109,170 | 16,529 | 1.38% | 1.29% | 78 | +3,243 | 3.06% | Q1 2026 | Apr 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 106,014 | 16,051 | 1.76% | 1.58% | 79 | +328 | 0.31% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 105,702 | 16,004 | 0.01% | 0.0% | 80 | +48,578 | 85.04% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 104,112 | 15,763 | 0.12% | 0.11% | 81 | -544 | -0.52% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 103,563 | 15,680 | 0.09% | 0.07% | 82 | +10,294 | 11.04% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 103,168 | 15,620 | 0.07% | 0.06% | 83 | +3,895 | 3.92% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 101,349 | 15,345 | 0.05% | 0.05% | 84 | -11,857 | -10.47% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 98,909 | 14,973 | 0.04% | 0.03% | 85 | +26,511 | 36.62% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 98,714 | 14,946 | 0.08% | 0.01% | 86 | +89,198 | 937.35% | Q1 2026 | May 13, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 98,520 | 14,916 | 5.14% | 4.76% | 87 | +659 | 0.67% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 95,057 | 14,358 | 0.02% | 0.03% | 88 | -187,266 | -66.33% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 93,756 | 14,195 | 0.07% | 0.07% | 89 | +1,171 | 1.26% | Q1 2026 | May 08, 2026 |
| JGP Wealth Management, LLC | History | Added to | 92,380 | 13,987 | 1.45% | 1.24% | 90 | +8,000 | 9.48% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 92,235 | 13,965 | 0.07% | 0.08% | 91 | +9,503 | 11.49% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 91,571 | 13,864 | 0.02% | 0.02% | 92 | +2,569 | 2.89% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 89,086 | 13,488 | 0.04% | 0.03% | 93 | -5,829 | -6.14% | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | Added to | 82,521 | 12,494 | 0.76% | 0.73% | 94 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Reduced | 81,582 | 12,352 | 0.07% | 0.07% | 95 | -2,842 | -3.37% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Added to | 79,441 | 12,028 | 0.26% | 0.2% | 96 | +14,800 | 22.9% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 75,872 | 11,487 | 0.02% | 0.01% | 97 | +30,179 | 66.05% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 75,545 | 11,438 | 0.04% | 0.04% | 98 | -3,356 | -4.25% | Q1 2026 | Jun 02, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 75,016 | 11,358 | 3.69% | 2.93% | 99 | +9,935 | 15.27% | Q1 2026 | Apr 21, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 74,238 | 11,240 | 2.5% | 2.02% | 100 | +8,898 | 13.62% | Q1 2026 | May 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 74,171 | 11,230 | 0.06% | 0.06% | 101 | +44 | 0.06% | Q1 2026 | May 05, 2026 |
| Allen Investment Management, LLC | History | No change | 72,973 | 11,048 | 0.14% | 0.11% | 102 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 72,556 | 10,985 | 0.09% | 0.1% | 103 | +14,499 | 24.97% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 71,361 | 10,804 | 0.04% | 0.04% | 104 | +3,474 | 5.12% | Q1 2026 | May 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 70,643 | 10,696 | 1.48% | 1.39% | 105 | +211 | 0.3% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 69,172 | 10,473 | 0.18% | 0.2% | 106 | -17,995 | -20.64% | Q1 2026 | Apr 21, 2026 |
| Twin Tree Management, LP | History | New | 67,700 | 10,250 | 0.22% | — | 107 | +67,700 | New | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 63,420 | 9,602 | 1.81% | 1.55% | 108 | -1,730 | -2.66% | Q1 2026 | May 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 62,958 | 9,532 | 0.45% | 0.42% | 109 | +1,867 | 3.06% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 62,064 | 9,397 | 0.19% | 0.19% | 110 | -1,756 | -2.75% | Q1 2026 | Apr 27, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 61,797 | 9,356 | 0.89% | 0.82% | 111 | -1,046 | -1.66% | Q1 2026 | Apr 16, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 61,686 | 9,339 | 2.34% | 2.12% | 112 | -776 | -1.24% | Q1 2026 | Apr 28, 2026 |
| IFG Advisors, LLC | History | Reduced | 61,205 | 9,267 | 1.52% | 2.71% | 113 | -54,209 | -46.97% | Q1 2026 | Apr 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 60,500 | 9,160 | 0.01% | 0.0% | 114 | +51,000 | 536.84% | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 60,130 | 9,104 | 3.14% | 2.88% | 115 | +1,464 | 2.5% | Q1 2026 | May 13, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 64,112 | 9,048 | 3.73% | 3.73% | 116 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 58,781 | 8,900 | 2.44% | 2.61% | 117 | -4,878 | -7.66% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 58,375 | 8,838 | 0.01% | — | 118 | +58,375 | New | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 56,527 | 8,558 | 0.59% | 0.53% | 119 | -153 | -0.27% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 55,941 | 8,470 | 0.18% | 0.18% | 120 | -4,680 | -7.72% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 55,816 | 8,451 | 0.05% | 0.05% | 121 | -1,603 | -2.79% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 58,960 | 8,321 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | Added to | 54,926 | 8,316 | 0.05% | 0.03% | 123 | +3,000 | 5.78% | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 54,073 | 8,187 | 0.36% | 0.38% | 124 | -10,678 | -16.49% | Q1 2026 | May 11, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 54,068 | 8,186 | 1.45% | 1.34% | 125 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BOKF, NA | History | Reduced | 53,865 | 8,155 | 0.12% | 0.2% | 126 | -36,844 | -40.62% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,087 | 8,038 | 0.13% | 0.1% | 127 | +8,756 | 19.75% | Q1 2026 | Apr 14, 2026 |
| Stelac Advisory Services LLC | History | Added to | 53,051 | 8,032 | 1.63% | 2.28% | 128 | +7,449 | 16.33% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 52,847 | 8,001 | 0.27% | 0.24% | 129 | +13 | 0.02% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 53,154 | 7,947 | 0.0% | 0.0% | 130 | +11,990 | 29.13% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 52,313 | 7,920 | 0.02% | 0.02% | 131 | -1,935 | -3.57% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Reduced | 50,743 | 7,672 | 0.33% | 0.32% | 132 | -643 | -1.25% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 50,495 | 7,645 | 0.09% | 0.1% | 133 | +1,318 | 2.68% | Q1 2026 | Apr 23, 2026 |
| Lee Financial Co | History | Reduced | 50,091 | 7,584 | 1.07% | 0.98% | 134 | -1,488 | -2.88% | Q1 2026 | Apr 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 49,492 | 7,493 | 0.73% | 0.65% | 135 | +675 | 1.38% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 47,269 | 7,157 | 0.17% | 0.14% | 136 | +2,259 | 5.02% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Reduced | 46,932 | 7,105 | 0.11% | 0.1% | 137 | -30 | -0.06% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 46,312 | 7,012 | 0.08% | 0.08% | 138 | +1,222 | 2.71% | Q1 2026 | May 08, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 45,808 | 7,003 | 0.63% | 0.74% | 139 | -8,386 | -15.47% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | No change | 46,179 | 6,991 | 0.16% | 0.14% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 45,668 | 6,914 | 0.96% | 0.88% | 141 | +7 | 0.02% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 44,001 | 6,662 | 0.06% | 0.06% | 142 | +9,439 | 27.31% | Q1 2026 | May 06, 2026 |
| Wealth Quarterback LLC | History | Reduced | 43,466 | 6,581 | 2.59% | 2.4% | 143 | -3,727 | -7.9% | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | Added to | 43,418 | 6,573 | 0.14% | 0.13% | 144 | +1,509 | 3.6% | Q1 2026 | Apr 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 43,077 | 6,522 | 1.01% | 0.99% | 145 | +50 | 0.12% | Q1 2026 | May 07, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 42,468 | 6,430 | 0.37% | 0.34% | 146 | -448 | -1.04% | Q1 2026 | May 07, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 41,653 | 6,306 | 1.15% | 1.05% | 147 | +1,834 | 4.61% | Q1 2026 | Apr 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 41,385 | 6,266 | 0.33% | 0.33% | 148 | -5,268 | -11.29% | Q1 2026 | Apr 13, 2026 |
| Rathbones Group PLC | History | Reduced | 40,358 | 6,110 | 0.03% | 0.02% | 149 | -588 | -1.44% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 39,994 | 6,055 | 0.39% | 0.33% | 150 | +4,710 | 13.35% | Q1 2026 | Apr 15, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 39,750 | 6,018 | 0.77% | 0.73% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 39,372 | 5,961 | 1.65% | 1.49% | 152 | -157 | -0.4% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 38,986 | 5,902 | 0.08% | 0.09% | 153 | -8,930 | -18.64% | Q1 2026 | May 01, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 38,931 | 5,894 | 2.88% | 2.68% | 154 | -1,851 | -4.54% | Q1 2026 | Apr 08, 2026 |
| Eagle Bay Advisors LLC | History | No change | 38,710 | 5,861 | 5.17% | 3.99% | 155 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 38,433 | 5,819 | 1.94% | 1.81% | 156 | -494 | -1.27% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 38,370 | 5,809 | 0.04% | 0.05% | 157 | -8,231 | -17.66% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 36,682 | 5,553 | 0.03% | 0.03% | 158 | +3,795 | 11.54% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Added to | 36,595 | 5,540 | 0.29% | 0.25% | 159 | +979 | 2.75% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 36,537 | 5,532 | 0.35% | — | 160 | +36,537 | New | Q1 2026 | May 08, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 36,485 | 5,524 | 1.21% | 1.12% | 161 | +405 | 1.12% | Q1 2026 | Apr 30, 2026 |
| Mendel Capital Management LLC | History | New | 36,388 | 5,509 | 2.77% | — | 162 | +36,388 | New | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 35,489 | 5,373 | 0.06% | 0.05% | 163 | +1,367 | 4.01% | Q1 2026 | Apr 20, 2026 |
| Balentine LLC | History | Reduced | 35,485 | 5,372 | 0.22% | 0.2% | 164 | -2,112 | -5.62% | Q1 2026 | Apr 24, 2026 |
| SIG BROKERAGE, LP | History | No change | 34,954 | 5,292 | 0.14% | 0.15% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 34,831 | 5,273 | 0.07% | 0.06% | 166 | +2,612 | 8.11% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 34,582 | 5,236 | 0.88% | 0.82% | 167 | -81 | -0.23% | Q1 2026 | Apr 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 34,492 | 5,222 | 0.35% | 0.3% | 168 | +3,904 | 12.76% | Q1 2026 | May 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 34,126 | 5,167 | 2.39% | — | 169 | +34,126 | New | Q1 2026 | Apr 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 34,081 | 5,160 | 0.9% | 0.86% | 170 | -932 | -2.66% | Q1 2026 | Apr 16, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 33,828 | 5,121 | 0.02% | 0.02% | 171 | -2,945 | -8.01% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 35,756 | 5,046 | 0.0% | 0.0% | 172 | +5,301 | 17.41% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 32,978 | 4,993 | 0.02% | 0.02% | 174 | -409 | -1.23% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 32,982 | 4,993 | 0.32% | 0.29% | 173 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 32,822 | 4,969 | 0.49% | 0.45% | 175 | -485 | -1.46% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,734 | 4,956 | 0.0% | 0.0% | 176 | +2,634 | 8.75% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 32,219 | 4,878 | 0.23% | 0.22% | 177 | +13 | 0.04% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 31,281 | 4,858 | 0.08% | 0.08% | 178 | -47 | -0.15% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 31,840 | 4,821 | 0.15% | 0.05% | 179 | +21,972 | 222.66% | Q1 2026 | May 15, 2026 |
| Cornerstone Management, Inc. | History | Added to | 31,760 | 4,808 | 0.77% | 0.73% | 180 | +232 | 0.74% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | Reduced | 31,542 | 4,775 | 1.55% | 1.55% | 181 | -1,829 | -5.48% | Q1 2026 | May 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 31,425 | 4,758 | 1.7% | 1.6% | 182 | -79 | -0.25% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 31,366 | 4,749 | 0.06% | 0.07% | 183 | +553 | 1.79% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,287 | 4,737 | 0.02% | 0.02% | 184 | -154 | -0.49% | Q1 2026 | Apr 24, 2026 |
| Keebeck Wealth Management | History | Reduced | 31,180 | 4,720 | 0.53% | 0.59% | 185 | -5,311 | -14.55% | Q1 2026 | May 14, 2026 |
| LGL PARTNERS, LLC | History | Added to | 31,077 | 4,705 | 1.94% | 1.86% | 186 | +207 | 0.67% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 30,911 | 4,680 | 0.03% | 0.03% | 187 | -875 | -2.75% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 30,741 | 4,654 | 0.13% | 0.12% | 188 | +1,284 | 4.36% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | New | 30,607 | 4,634 | 0.51% | — | 189 | +30,607 | New | Q1 2026 | May 07, 2026 |
| Sankala Group LLC | History | Added to | 30,640 | 4,616 | 3.77% | 3.81% | 190 | +173 | 0.57% | Q1 2026 | Mar 31, 2026 |
| FULTON BANK, N.A. | History | Reduced | 30,459 | 4,611 | 0.16% | 0.15% | 191 | -12 | -0.04% | Q1 2026 | Apr 24, 2026 |
| Hilltop Holdings Inc. | History | Added to | 30,203 | 4,572 | 0.41% | 0.24% | 192 | +1,610 | 5.63% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 30,178 | 4,569 | 0.28% | 0.29% | 193 | -1,348 | -4.28% | Q1 2026 | Jun 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,141 | 4,563 | 0.09% | 0.08% | 194 | +2,834 | 10.38% | Q1 2026 | Apr 14, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 30,088 | 4,555 | 0.63% | 0.57% | 195 | -1,000 | -3.22% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 30,025 | 4,546 | 0.05% | — | 196 | +30,025 | New | Q1 2026 | May 12, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 29,817 | 4,514 | 1.2% | 1.09% | 197 | -109 | -0.36% | Q1 2026 | Apr 23, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 29,783 | 4,509 | 0.96% | 0.96% | 198 | -246 | -0.82% | Q1 2026 | Apr 09, 2026 |
| VANGUARD GROUP INC | History | No change | 31,901 | 4,502 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 29,557 | 4,475 | 1.62% | 1.44% | 200 | +641 | 2.22% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 29,303 | 4,436 | 0.11% | 0.09% | 201 | -620 | -2.07% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 29,209 | 4,422 | 0.14% | 0.07% | 202 | +12,596 | 75.82% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 29,256 | 4,418 | 0.04% | 0.04% | 203 | +1,185 | 4.22% | Q1 2026 | Apr 07, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 29,069 | 4,401 | 2.67% | 2.33% | 204 | +932 | 3.31% | Q1 2026 | May 13, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 28,942 | 4,382 | 1.84% | 1.6% | 205 | +34 | 0.12% | Q1 2026 | Apr 29, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 28,804 | 4,361 | 1.21% | 1.12% | 206 | +17 | 0.06% | Q1 2026 | May 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 28,752 | 4,353 | 0.31% | 0.3% | 207 | -578 | -1.97% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 28,729 | 4,349 | 0.06% | 0.06% | 208 | -778 | -2.64% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Reduced | 28,683 | 4,342 | 0.0% | 0.0% | 209 | -14,846 | -34.11% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 28,455 | 4,308 | 0.18% | — | 210 | +28,455 | New | Q1 2026 | May 14, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 28,187 | 4,267 | 0.68% | 0.42% | 211 | +12,063 | 74.81% | Q1 2026 | Apr 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,173 | 4,265 | 0.01% | 0.01% | 212 | +2,703 | 10.61% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Reduced | 28,112 | 4,256 | 0.01% | 0.01% | 213 | -1,691 | -5.67% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 27,883 | 4,221 | 0.44% | 0.42% | 214 | +1 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Florin Court Capital LLP | History | Added to | 27,700 | 4,194 | 15.83% | 4.11% | 215 | +6,800 | 32.54% | Q1 2026 | May 06, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 27,372 | 4,144 | 0.52% | 0.47% | 216 | -28 | -0.1% | Q1 2026 | Apr 21, 2026 |
| My Personal CFO, LLC | History | Added to | 27,273 | 4,129 | 1.81% | 1.58% | 217 | +411 | 1.53% | Q1 2026 | Apr 21, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 27,205 | 4,119 | 3.53% | 3.22% | 218 | +887 | 3.37% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 27,083 | 4,100 | 0.01% | 0.01% | 219 | +3,212 | 13.46% | Q1 2026 | May 06, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 26,824 | 4,061 | 0.94% | 0.87% | 220 | -66 | -0.25% | Q1 2026 | May 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 26,587 | 4,025 | 1.89% | 1.62% | 221 | +452 | 1.73% | Q1 2026 | May 14, 2026 |
| Private Capital Management, LLC | History | New | 26,386 | 3,995 | 0.4% | — | 222 | +26,386 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,350 | 3,989 | 0.0% | 0.0% | 223 | +14,769 | 127.53% | Q1 2026 | May 06, 2026 |
| Argent Trust Co | History | Added to | 26,319 | 3,984 | 0.14% | 0.13% | 224 | +172 | 0.66% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 26,259 | 3,976 | 0.1% | 0.11% | 225 | -1,401 | -5.07% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 26,229 | 3,971 | 0.08% | 0.06% | 226 | +4,694 | 21.8% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 26,072 | 3,947 | 0.02% | 0.02% | 227 | +2,161 | 9.04% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,738 | 3,897 | 0.06% | 0.03% | 228 | +14,822 | 135.78% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,723 | 3,894 | 0.07% | 0.01% | 229 | +20,767 | 419.03% | Q1 2026 | May 11, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 25,089 | 3,798 | 2.22% | 2.22% | 230 | -584 | -2.27% | Q1 2026 | Apr 23, 2026 |
| Argent Advisors, Inc. | History | Added to | 24,924 | 3,773 | 1.03% | 0.96% | 231 | +504 | 2.06% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 24,755 | 3,748 | 0.03% | 0.03% | 232 | -1,993 | -7.45% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 24,626 | 3,728 | 0.09% | 0.02% | 233 | +18,572 | 306.77% | Q1 2026 | Apr 07, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 24,199 | 3,668 | 0.87% | 0.78% | 234 | +234 | 0.98% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,194 | 3,663 | 0.09% | 0.08% | 235 | +61 | 0.25% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 23,954 | 3,626 | 0.1% | 0.08% | 236 | +993 | 4.32% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Reduced | 23,664 | 3,582 | 0.3% | 0.27% | 237 | -632 | -2.6% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 23,458 | 3,551 | 0.16% | 0.14% | 238 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 23,409 | 3,544 | 1.31% | 1.2% | 239 | -166 | -0.7% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,325 | 3,531 | 0.08% | 0.08% | 240 | +307 | 1.33% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 23,315 | 3,530 | 0.2% | 0.19% | 241 | +6 | 0.03% | Q1 2026 | Apr 20, 2026 |
| Granite FO LLC | History | Reduced | 23,237 | 3,518 | 2.08% | 2.15% | 242 | -5,350 | -18.71% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,100 | 3,497 | 0.02% | 0.01% | 243 | +97 | 0.42% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Added to | 23,029 | 3,486 | 0.81% | 0.75% | 244 | +316 | 1.39% | Q1 2026 | May 12, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 22,968 | 3,477 | 1.66% | 1.58% | 245 | -40 | -0.17% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 22,205 | 3,362 | 0.08% | 0.09% | 246 | -4,525 | -16.93% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 22,140 | 3,352 | 1.85% | 1.76% | 247 | -633 | -2.78% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 21,996 | 3,340 | 0.07% | 0.07% | 248 | +1,976 | 9.87% | Q1 2026 | May 04, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 21,916 | 3,318 | 0.77% | 0.72% | 249 | -144 | -0.65% | Q1 2026 | Apr 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 21,911 | 3,317 | 0.19% | 0.18% | 250 | +1 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 21,817 | 3,303 | 0.22% | 0.08% | 251 | +13,069 | 149.39% | Q1 2026 | Apr 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 21,761 | 3,294 | 0.09% | 0.08% | 252 | +253 | 1.18% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 21,684 | 3,283 | 0.09% | 0.09% | 253 | -274 | -1.25% | Q1 2026 | May 04, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 21,419 | 3,243 | 0.11% | 0.11% | 254 | -2,078 | -8.84% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Reduced | 21,389 | 3,238 | 0.12% | 0.14% | 255 | -367 | -1.69% | Q1 2026 | Jun 18, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 21,354 | 3,233 | 0.06% | 0.06% | 256 | +19 | 0.09% | Q1 2026 | May 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 21,250 | 3,217 | 0.77% | 0.69% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 21,080 | 3,210 | 0.06% | 0.08% | 258 | -66 | -0.31% | Q1 2026 | May 11, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 21,145 | 3,201 | 1.57% | 1.46% | 259 | +351 | 1.69% | Q1 2026 | Apr 22, 2026 |
| Narwhal Capital Management | History | Added to | 20,998 | 3,179 | 0.23% | 0.22% | 260 | +28 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 20,955 | 3,172 | 0.12% | 0.1% | 261 | -658 | -3.04% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 20,772 | 3,145 | 0.02% | 0.02% | 262 | +892 | 4.49% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 20,749 | 3,141 | 0.05% | 0.06% | 263 | -4,281 | -17.1% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 20,329 | 3,078 | 0.04% | 0.04% | 264 | -1,761 | -7.97% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 20,320 | 3,076 | 0.05% | 0.05% | 265 | -1,331 | -6.15% | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | No change | 20,151 | 3,071 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 20,136 | 3,048 | 0.02% | 0.02% | 267 | +430 | 2.18% | Q1 2026 | May 01, 2026 |
| Providence First Trust Co | History | Added to | 19,964 | 3,022 | 1.06% | 0.66% | 268 | +6,522 | 48.52% | Q1 2026 | May 04, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 19,892 | 3,011 | 0.29% | 0.27% | 269 | -371 | -1.83% | Q1 2026 | May 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 19,580 | 2,963 | 0.93% | 0.88% | 270 | +120 | 0.62% | Q1 2026 | May 14, 2026 |
| PW Nova Financial Services LLC | History | Added to | 19,364 | 2,931 | 0.74% | 0.95% | 271 | +1,835 | 10.47% | Q1 2026 | Apr 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 19,297 | 2,921 | 0.1% | 0.08% | 272 | +1,408 | 7.87% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 19,187 | 2,905 | 0.23% | 0.2% | 273 | +503 | 2.69% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 19,019 | 2,879 | 0.27% | 0.25% | 274 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Corundum Trust Company, INC | History | No change | 18,872 | 2,857 | 6.52% | 6.06% | 275 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 18,804 | 2,847 | 0.0% | 0.0% | 276 | -2,515 | -11.8% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 18,724 | 2,834 | 0.4% | 0.37% | 277 | -374 | -1.96% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Reduced | 18,704 | 2,832 | 0.13% | 0.12% | 278 | -22 | -0.12% | Q1 2026 | Apr 30, 2026 |
| Zhang Financial LLC | History | Added to | 18,480 | 2,798 | 0.1% | 0.1% | 279 | +7 | 0.04% | Q1 2026 | May 06, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 18,560 | 2,791 | 1.85% | 2.27% | 280 | -6,166 | -24.94% | Q1 2026 | May 08, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 18,351 | 2,778 | 1.48% | 1.39% | 281 | +6 | 0.03% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 18,283 | 2,777 | 0.06% | 0.05% | 282 | +17 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Added to | 18,305 | 2,771 | 0.03% | 0.03% | 283 | +1,553 | 9.27% | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 18,258 | 2,764 | 0.28% | 0.29% | 284 | -359 | -1.93% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,253 | 2,763 | 0.05% | 0.05% | 285 | +568 | 3.21% | Q1 2026 | Jun 02, 2026 |
| FineMark National Bank & Trust | History | No change | 19,573 | 2,762 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WESBANCO BANK INC | History | Reduced | 18,191 | 2,754 | 0.08% | 0.07% | 287 | -297 | -1.61% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 18,170 | 2,751 | 0.04% | 0.03% | 288 | -133 | -0.73% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Reduced | 18,163 | 2,750 | 0.03% | 0.02% | 289 | -897 | -4.71% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,081 | 2,737 | 0.02% | 0.04% | 290 | -17,034 | -48.51% | Q1 2026 | May 13, 2026 |
| American Wealth Advisors, LLC | History | Added to | 18,056 | 2,733 | 2.85% | 1.86% | 291 | +4,602 | 34.21% | Q1 2026 | Apr 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 17,843 | 2,701 | 0.11% | 0.1% | 292 | +137 | 0.77% | Q1 2026 | Apr 14, 2026 |
| CITY HOLDING CO | History | Reduced | 17,681 | 2,677 | 0.33% | 0.34% | 293 | -1,648 | -8.53% | Q1 2026 | Apr 15, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 17,677 | 2,676 | 1.17% | 0.96% | 294 | 0 | 0.0% | Q1 2026 | Aug 03, 2026 |
| IFC Advisors LLC | History | No change | 17,673 | 2,675 | 0.38% | 0.36% | 295 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 17,116 | 2,591 | 0.01% | 0.01% | 296 | +5,106 | 42.51% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | New | 45,680 | 2,589 | 0.33% | — | 297 | +45,680 | New | Q1 2026 | Apr 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 17,002 | 2,574 | 0.08% | 0.08% | 298 | -113 | -0.66% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 17,000 | 2,573 | 0.16% | 0.14% | 299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,925 | 2,562 | 0.09% | 0.09% | 300 | -13 | -0.08% | Q1 2026 | Apr 20, 2026 |