iShares, Inc. - EEMA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 889,178 | 85,125 | 0.01% | 0.02% | 1 | -1,584,832 | -64.06% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 742,382 | 71,071 | 0.02% | 0.05% | 2 | -1,067,811 | -58.99% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 595,645 | 57,024 | 0.02% | 0.05% | 3 | -1,073,450 | -64.31% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 577,426 | 55,282 | 1.33% | 3.71% | 4 | -1,115,002 | -65.88% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 545,102 | 52,185 | 0.13% | 0.33% | 5 | -985,632 | -64.39% | Q1 2026 | Apr 22, 2026 |
| Madison Asset Management, LLC | History | Reduced | 367,824 | 35,213 | 0.44% | 0.42% | 6 | -24,816 | -6.32% | Q1 2026 | May 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 344,272 | 32,958 | 0.1% | 0.09% | 7 | +14,642 | 4.44% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 343,115 | 32,848 | 1.28% | 1.77% | 8 | +174,232 | 103.17% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 340,177 | 32,566 | 0.51% | 0.32% | 9 | +109,523 | 47.48% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 304,065 | 29,109 | 0.04% | 0.11% | 10 | -546,588 | -64.26% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 239,902 | 22,966 | 0.0% | 0.0% | 11 | -47,496 | -16.53% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 226,994 | 21,731 | 0.01% | 0.01% | 12 | -102,610 | -31.13% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 225,427 | 21,581 | 0.0% | — | 13 | +225,427 | New | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | New | 221,208 | 21,177 | 0.07% | — | 14 | +221,208 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 220,202 | 21,081 | 0.01% | 0.03% | 15 | -432,598 | -66.27% | Q1 2026 | May 15, 2026 |
| AdvisorShares Investments LLC | History | New | 166,252 | 15,916 | 2.9% | — | 16 | +166,252 | New | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Added to | 149,275 | 14,290 | 0.0% | 0.0% | 17 | +4,339 | 2.99% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 116,421 | 11,145 | 0.02% | 0.06% | 18 | -199,784 | -63.18% | Q1 2026 | May 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 104,244 | 9,979 | 0.67% | 0.63% | 19 | +6,004 | 6.11% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 100,166 | 9,589 | 0.3% | — | 20 | +100,166 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 93,349 | 8,936 | 0.0% | 0.0% | 21 | -8,166 | -8.04% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 91,789 | 8,787 | 0.14% | — | 22 | +91,789 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 90,709 | 8,684 | 0.0% | 0.0% | 23 | +9,973 | 12.35% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 70,496 | 6,748 | 0.16% | 0.15% | 24 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 67,211 | 6,434 | 0.0% | 0.0% | 25 | +18,863 | 39.02% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 64,634 | 6,187 | 0.0% | 0.0% | 26 | -6,648 | -9.33% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 63,329 | 6,062 | 0.01% | 0.01% | 27 | -55,664 | -46.78% | Q1 2026 | May 12, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 41,325 | 3,890 | 1.81% | 1.81% | 28 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Cerity Partners LLC | History | Added to | 38,993 | 3,732 | 0.01% | 0.01% | 29 | +1,719 | 4.61% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 35,033 | 3,353 | 0.02% | 0.03% | 30 | -23,378 | -40.02% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 30,522 | 2,922 | 0.01% | — | 31 | +30,522 | New | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 30,255 | 2,896 | 0.06% | 0.07% | 32 | -2,174 | -6.7% | Q1 2026 | May 07, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 29,599 | 2,834 | 1.55% | 1.57% | 33 | -1,005 | -3.28% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 29,091 | 2,783 | 0.0% | 0.0% | 34 | +472 | 1.65% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 25,451 | 2,436 | 0.0% | 0.0% | 35 | +18,097 | 246.08% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 24,903 | 2,384 | 0.13% | 0.22% | 36 | -283 | -1.12% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 28,060 | 2,330 | 0.0% | 0.0% | 37 | +900 | 3.31% | Q1 2026 | May 15, 2026 |
| Fortis Advisors, LLC | History | Added to | 23,718 | 2,270 | 1.14% | 0.89% | 38 | +6,298 | 36.15% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,195 | 2,220 | 0.0% | 0.0% | 39 | -22,626 | -49.38% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 21,307 | 2,039 | 0.01% | 0.02% | 40 | -22,745 | -51.63% | Q1 2026 | Apr 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 20,021 | 1,916 | 0.14% | 0.4% | 41 | -36,957 | -64.86% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 19,198 | 1,837 | 0.0% | — | 42 | +19,198 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 17,611 | 1,685 | 0.0% | 0.0% | 43 | -585 | -3.21% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,472 | 1,672 | 0.0% | 0.0% | 44 | -198 | -1.12% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | No change | 16,450 | 1,575 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 16,084 | 1,539 | 0.0% | 0.0% | 46 | +1,316 | 8.91% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 15,882 | 1,520 | 0.0% | 0.0% | 47 | -897 | -5.35% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,489 | 1,431 | 0.0% | 0.0% | 48 | -26,494 | -63.11% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 13,814 | 1,322 | 0.18% | 0.18% | 49 | +38 | 0.28% | Q1 2026 | May 14, 2026 |
| FDx Advisors, Inc. | History | Reduced | 13,599 | 1,302 | 0.42% | 0.72% | 50 | -1,414 | -9.42% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 13,364 | 1,279 | 0.0% | 0.0% | 51 | +2,137 | 19.03% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 12,823 | 1,227 | 0.01% | 0.04% | 52 | -25,281 | -66.35% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,776 | 1,223 | 0.01% | 0.01% | 53 | +29 | 0.23% | Q1 2026 | May 13, 2026 |
| Wealth Management Partners, LLC | History | Added to | 12,570 | 1,203 | 0.34% | 0.31% | 54 | +940 | 8.08% | Q1 2026 | Apr 17, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 12,145 | 1,162 | 0.01% | 0.01% | 55 | +1,650 | 15.72% | Q1 2026 | Apr 15, 2026 |
| Wharton Business Group, LLC | History | No change | 12,097 | 1,158 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 11,928 | 1,121 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 11,361 | 1,087 | 0.0% | 0.0% | 58 | +2,966 | 35.33% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,292 | 1,081 | 0.0% | 0.0% | 59 | -22,252 | -66.34% | Q1 2026 | May 08, 2026 |
| Blue Fin Capital, Inc. | History | No change | 10,644 | 1,000 | 0.16% | 0.16% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Reduced | 9,847 | 942 | 0.0% | 0.0% | 61 | -1,115 | -10.17% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | No change | 9,787 | 936 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BFI Infinity Ltd. | History | Added to | 9,534 | 912 | 0.51% | 0.43% | 63 | +2,250 | 30.89% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,734 | 836 | 0.01% | 0.01% | 64 | -3,734 | -29.95% | Q1 2026 | Apr 20, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 8,502 | 813 | 0.14% | 0.13% | 65 | +115 | 1.37% | Q1 2026 | Apr 22, 2026 |
| BAILARD, INC. | History | New | 8,275 | 792 | 0.02% | — | 66 | +8,275 | New | Q1 2026 | May 11, 2026 |
| Forum Finance Group S.A. | History | New | 9,589 | 739 | 0.4% | — | 67 | +9,589 | New | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 7,639 | 731 | 0.19% | 0.59% | 68 | -15,717 | -67.29% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,234 | 692 | 0.0% | — | 69 | +7,234 | New | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,379 | 610 | 0.07% | — | 70 | +6,379 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,353 | 608 | 0.01% | 0.01% | 71 | +1,285 | 25.36% | Q1 2026 | May 15, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,991 | 573 | 0.73% | 0.72% | 72 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 5,951 | 571 | 0.0% | 0.0% | 73 | +296 | 5.23% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Added to | 5,626 | 538 | 0.04% | 0.02% | 74 | +3,208 | 132.67% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,509 | 527 | 0.0% | 0.0% | 75 | -2,568 | -31.79% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,383 | 419 | 0.0% | 0.0% | 76 | -230 | -4.99% | Q1 2026 | May 13, 2026 |
| Elevation Advisory Partners LLC | History | New | 3,959 | 405 | 0.38% | — | 77 | +3,959 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,229 | 404 | 0.0% | 0.0% | 78 | -17,862 | -80.86% | Q1 2026 | May 07, 2026 |
| Summa Corp. | History | No change | 4,086 | 391 | 0.16% | 0.16% | 79 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 3,280 | 381 | 0.29% | 0.79% | 80 | -6,606 | -66.82% | Q1 2026 | May 14, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 3,955 | 378 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,947 | 377 | 0.03% | 0.09% | 82 | -8,271 | -67.7% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,930 | 376 | 0.0% | 0.0% | 83 | -51 | -1.28% | Q1 2026 | Apr 30, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 3,872 | 364 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BBR PARTNERS, LLC | History | No change | 3,802 | 363 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 3,783 | 362 | 0.01% | — | 86 | +3,783 | New | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,623 | 346 | 0.0% | 0.01% | 87 | -7,372 | -67.05% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 3,500 | 335 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 3,445 | 329 | 0.08% | 0.13% | 89 | -2,429 | -41.35% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,375 | 323 | 0.0% | 0.0% | 90 | -189 | -5.3% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,294 | 315 | 0.0% | 0.0% | 91 | -9 | -0.27% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 3,207 | 307 | 0.0% | 0.0% | 92 | +37 | 1.17% | Q1 2026 | May 14, 2026 |
| Sharper & Granite LLC | History | No change | 3,000 | 287 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 2,886 | 276 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 2,745 | 262 | 0.01% | 0.02% | 95 | -3,958 | -59.05% | Q1 2026 | Apr 28, 2026 |
| Financial Council, LLC | History | New | 2,676 | 256 | 0.1% | — | 96 | +2,676 | New | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,631 | 251 | 0.01% | 0.05% | 97 | -5,460 | -67.48% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 2,609 | 249 | 0.0% | 0.01% | 98 | -5,173 | -66.47% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 2,567 | 245 | 0.0% | 0.0% | 99 | +54 | 2.15% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 2,510 | 240 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,476 | 237 | 0.0% | 0.0% | 101 | -904 | -26.75% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 2,485 | 237 | 0.02% | 0.03% | 102 | -484 | -16.3% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 2,462 | 235 | 0.0% | 0.0% | 103 | -1,469 | -37.37% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,442 | 232 | 0.0% | 0.0% | 104 | -7,888 | -76.36% | Q1 2026 | Apr 08, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 2,328 | 222 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | No change | 2,300 | 220 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 2,274 | 218 | 0.05% | 0.05% | 107 | +20 | 0.89% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 2,235 | 213 | 0.0% | 0.0% | 108 | -222 | -9.04% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,231 | 213 | 0.0% | 0.0% | 109 | -59 | -2.58% | Q1 2026 | May 08, 2026 |
| Diversified Trust Co | History | No change | 2,204 | 210 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,157 | 206 | 0.0% | 0.0% | 111 | -79 | -3.53% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 2,157 | 206 | 0.0% | 0.01% | 112 | -79 | -3.53% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 2,126 | 203 | 0.01% | — | 113 | +2,126 | New | Q1 2026 | Apr 07, 2026 |
| Arkos Global Advisors | History | New | 2,031 | 194 | 0.02% | — | 114 | +2,031 | New | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 1,589 | 152 | 0.01% | 0.02% | 115 | -213 | -11.82% | Q1 2026 | Apr 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 1,410 | 134 | 0.13% | 0.37% | 116 | -2,503 | -63.97% | Q1 2026 | Apr 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,371 | 131 | 0.0% | 0.01% | 117 | -2,914 | -68.0% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,167 | 111 | 0.0% | 0.0% | 118 | -1,891 | -61.84% | Q1 2026 | May 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,117 | 106 | 0.07% | 0.03% | 119 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 1,000 | 95 | 0.0% | 0.0% | 120 | +500 | 100.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,001 | 93 | 0.0% | 0.0% | 121 | +328 | 48.74% | Q1 2026 | May 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 950 | 90 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 838 | 78 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 755 | 70 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 721 | 69 | 0.0% | 0.0% | 125 | -84 | -10.43% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 667 | 63 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 597 | 57 | 0.0% | 0.0% | 127 | +166 | 38.52% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 575 | 55 | 0.0% | 0.01% | 128 | -167 | -22.51% | Q1 2026 | Apr 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 509 | 49 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 479 | 45 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 382 | 36 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 365 | 34 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 300 | 28 | 0.01% | — | 133 | +300 | New | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 282 | 27 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 227 | 25 | 0.0% | 0.01% | 135 | -465 | -67.2% | Q1 2026 | May 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 250 | 23 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Smithfield Trust Co | History | No change | 207 | 20 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 193 | 18 | 0.0% | — | 138 | +193 | New | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 185 | 17 | 0.0% | 0.0% | 141 | -314 | -62.93% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 185 | 17 | 0.0% | — | 142 | +185 | New | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Added to | 178 | 17 | 0.0% | 0.0% | 139 | +85 | 91.4% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 188 | 17 | 0.0% | 0.0% | 140 | +46 | 32.39% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 166 | 15 | 0.0% | 0.0% | 143 | -17 | -9.29% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 161 | 15 | 0.0% | 0.0% | 144 | +9 | 5.92% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 153 | 14 | 0.0% | — | 145 | +153 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 105 | 10 | 0.0% | — | 148 | +105 | New | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 110 | 10 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NorthAvenue LLC | History | No change | 112 | 10 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 100 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 103 | 9 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,871 | 8 | 0.0% | 0.0% | 153 | -2,853 | -24.33% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 91 | 8 | 0.0% | — | 154 | +91 | New | Q1 2026 | May 19, 2026 |
| Allworth Financial LP | History | Reduced | 88 | 8 | 0.0% | 0.0% | 152 | -26 | -22.81% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 90 | 8 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 72 | 6 | 0.0% | 0.01% | 155 | -146 | -66.97% | Q1 2026 | May 13, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 32 | 3 | 0.0% | — | 158 | +32 | New | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | New | 22 | 2 | 0.0% | — | 160 | +22 | New | Q1 2026 | Apr 27, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 21 | 2 | 0.0% | — | 161 | +21 | New | Q1 2026 | Apr 27, 2026 |
| Founders Capital Management | History | No change | 22 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 20 | 1 | 0.0% | 0.0% | 163 | +6 | 42.86% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 12 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -44,900 | -100.0% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,232 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,738 | -100.0% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,443 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,442 | -100.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,606 | -100.0% | Q1 2026 | May 12, 2026 |
| WAYSTONE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -3,453 | -100.0% | Q1 2026 | Apr 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,401 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,927 | -100.0% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -2,865 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -238 | -100.0% | Q1 2026 | May 13, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -234 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7 | 0 | — | 0.0% | — | -31 | -81.58% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |