iShares, Inc. - EEMV
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 | 3,452,920 | 223,507 | 0.02% | 0.06% | 1 | -8,993,304 | -72.26% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,942,064 | 190,439 | 0.01% | 0.01% | 2 | +152,011 | 5.45% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,795,985 | 180,984 | 0.0% | 0.0% | 3 | -263,404 | -8.61% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,600,324 | 168,319 | 0.01% | 0.01% | 4 | +233,027 | 9.84% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Added to | 2,347,193 | 151,933 | 5.74% | 5.57% | 5 | +58,030 | 2.53% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 1,047,110 | 67,779 | 0.01% | 0.02% | 6 | -736,822 | -41.3% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 967,119 | 62,591 | 0.01% | 0.02% | 7 | -299,800 | -23.66% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 4,350 | 59,811 | 0.95% | 1.08% | 8 | -49 | -1.11% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 769,716 | 49,823 | 0.03% | 0.03% | 9 | +1,640 | 0.21% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 670,271 | 43,386 | 0.01% | 0.01% | 10 | +8,286 | 1.25% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 634,328 | 41,060 | 0.01% | 0.01% | 11 | -25,117 | -3.81% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 551,069 | 35,670 | 0.01% | 0.01% | 12 | -79,542 | -12.61% | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 361,294 | 23,386 | 0.02% | 0.02% | 13 | -28,692 | -7.36% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 301,953 | 19,545 | 0.31% | 0.04% | 14 | +276,105 | 1068.19% | Q1 2026 | May 15, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 289,513 | 18,740 | 6.42% | 6.29% | 15 | +1,793 | 0.62% | Q1 2026 | Apr 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 270,476 | 17,507 | 0.01% | 0.01% | 16 | -28,399 | -9.5% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 246,357 | 15,946 | 0.02% | 0.02% | 17 | -5,759 | -2.28% | Q1 2026 | May 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 222,435 | 14,398 | 3.68% | 3.79% | 18 | -3,968 | -1.75% | Q1 2026 | May 01, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 215,206 | 13,930 | 0.55% | 0.61% | 19 | -38,000 | -15.01% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 201,947 | 13,072 | 0.01% | 0.01% | 20 | -8,004 | -3.81% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 197,758 | 12,840 | 0.22% | 0.23% | 21 | -837 | -0.42% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 196,370 | 12,390 | 0.0% | 0.0% | 22 | +22,751 | 13.1% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 185,644 | 12,016 | 0.02% | 0.03% | 23 | -88,031 | -32.17% | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 181,304 | 11,735 | 1.01% | 0.89% | 24 | +19,119 | 11.79% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 172,039 | 11,136 | 0.0% | 0.0% | 25 | -12,092 | -6.57% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 169,683 | 10,983 | 0.02% | 0.02% | 26 | -30,459 | -15.22% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 168,339 | 10,896 | 0.01% | 0.01% | 27 | +8,219 | 5.13% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 162,956 | 10,548 | 0.01% | 0.01% | 28 | +2,583 | 1.61% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 157,824 | 10,215 | 0.02% | 0.01% | 29 | +10,730 | 7.29% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 150,892 | 9,767 | 0.11% | 0.11% | 30 | +6,682 | 4.63% | Q1 2026 | Apr 16, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 143,869 | 9,312 | 0.11% | 0.11% | 31 | -4,751 | -3.2% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 135,652 | 8,780 | 0.01% | 0.01% | 32 | -3,516 | -2.53% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 135,001 | 8,738 | 0.5% | 0.48% | 33 | +9,225 | 7.33% | Q1 2026 | Apr 27, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 126,945 | 8,217 | 1.57% | 1.51% | 34 | +3,415 | 2.76% | Q1 2026 | May 01, 2026 |
| Idaho Trust Co | History | Added to | 125,501 | 8,122 | 2.64% | 2.15% | 35 | +24,304 | 24.02% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 124,940 | 8,087 | 0.09% | 0.05% | 36 | +65,327 | 109.59% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 113,129 | 7,323 | 0.22% | 0.0% | 37 | +113,104 | 452416.0% | Q1 2026 | Apr 06, 2026 |
| World Investment Advisors | History | Added to | 110,089 | 7,126 | 0.11% | 0.09% | 38 | +26,989 | 32.48% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 108,915 | 7,043 | 0.01% | 0.01% | 39 | -4,062 | -3.6% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 108,584 | 7,028 | 0.0% | 0.0% | 40 | -46,490 | -29.98% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 98,316 | 6,364 | 0.01% | 0.01% | 41 | -8,219 | -7.71% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 96,462 | 6,244 | 0.01% | 0.0% | 42 | +34,991 | 56.92% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 91,790 | 5,941 | 0.01% | 0.01% | 43 | +2,235 | 2.5% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 88,248 | 5,712 | 0.02% | 0.02% | 44 | +7,920 | 9.86% | Q1 2026 | Apr 30, 2026 |
| Well Done, LLC | History | Reduced | 78,350 | 5,071 | 0.74% | 0.77% | 45 | -1,666 | -2.08% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 70,977 | 4,594 | 0.05% | 0.05% | 46 | +16,414 | 30.08% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 67,515 | 4,370 | 0.04% | 0.04% | 47 | +584 | 0.87% | Q1 2026 | Apr 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 62,794 | 4,253 | 0.24% | 0.23% | 48 | +2,628 | 4.37% | Q1 2026 | Apr 17, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 60,456 | 4,176 | 0.24% | 0.23% | 49 | +114 | 0.19% | Q1 2026 | Apr 20, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 64,089 | 4,148 | 0.76% | 0.73% | 50 | +3,282 | 5.4% | Q1 2026 | Apr 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 60,078 | 3,888 | 0.04% | — | 51 | +60,078 | New | Q1 2026 | May 13, 2026 |
| American Alpha Advisors, LLC | History | New | 70,000 | 3,850 | 2.05% | — | 52 | +70,000 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 58,879 | 3,811 | 0.01% | 0.01% | 53 | -1,134 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 57,620 | 3,729 | 0.99% | 0.96% | 54 | -551 | -0.95% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 56,831 | 3,678 | 0.06% | 0.07% | 55 | -2,112 | -3.58% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 54,267 | 3,512 | 0.02% | 0.02% | 56 | -289 | -0.53% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 53,611 | 3,470 | 0.01% | 0.0% | 57 | +53,234 | 14120.42% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Reduced | 47,782 | 3,380 | 0.05% | 0.07% | 58 | -5,971 | -11.11% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 51,036 | 3,268 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 47,725 | 3,089 | 0.67% | — | 60 | +47,725 | New | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 43,440 | 2,811 | 0.03% | 0.05% | 61 | -6,464 | -12.95% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 42,789 | 2,770 | 0.01% | 0.01% | 62 | +985 | 2.36% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 43,237 | 2,739 | 0.0% | 0.0% | 63 | +10,804 | 33.31% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 39,658 | 2,567 | 0.0% | 0.0% | 64 | -658 | -1.63% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 39,400 | 2,550 | 0.0% | 0.0% | 65 | -919 | -2.28% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 36,631 | 2,371 | 0.06% | 0.06% | 66 | -391 | -1.06% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 36,616 | 2,370 | 0.03% | 0.02% | 67 | +3,206 | 9.6% | Q1 2026 | Apr 28, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 36,120 | 2,338 | 2.55% | 2.75% | 68 | -751 | -2.04% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 34,632 | 2,241 | 0.01% | 0.01% | 69 | -2,458 | -6.63% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 34,138 | 2,209 | 0.0% | 0.0% | 70 | +1,742 | 5.38% | Q1 2026 | May 14, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 33,583 | 2,173 | 0.49% | 0.44% | 71 | +2,422 | 7.77% | Q1 2026 | Apr 27, 2026 |
| Hilltop National Bank | History | Reduced | 32,698 | 2,116 | 0.5% | 0.53% | 72 | -1,832 | -5.31% | Q1 2026 | Apr 02, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 31,892 | 2,064 | 0.24% | 0.25% | 73 | -7 | -0.02% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 31,640 | 2,048 | 0.0% | 0.0% | 74 | +18,503 | 140.85% | Q1 2026 | May 15, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 30,987 | 2,005 | 0.85% | 0.87% | 75 | -327 | -1.04% | Q1 2026 | Apr 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 30,846 | 1,996 | 0.67% | 0.66% | 76 | -184 | -0.59% | Q1 2026 | May 05, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 30,497 | 1,974 | 0.18% | 0.18% | 77 | -348 | -1.13% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 30,472 | 1,972 | 0.0% | 0.0% | 78 | -6,294 | -17.12% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 29,906 | 1,935 | 0.14% | 0.2% | 79 | -14,589 | -32.79% | Q1 2026 | Apr 10, 2026 |
| UMB Bank, n.a. | History | Added to | 29,401 | 1,903 | 0.03% | 0.02% | 80 | +3,469 | 13.38% | Q1 2026 | May 11, 2026 |
| Friedenthal Financial | History | Added to | 29,358 | 1,900 | 0.95% | 0.96% | 81 | +97 | 0.33% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 29,167 | 1,888 | 0.03% | 0.05% | 82 | -14,516 | -33.23% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 29,059 | 1,880 | 0.01% | 0.01% | 83 | -2,329 | -7.42% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Reduced | 27,983 | 1,811 | 0.02% | 0.02% | 84 | -605 | -2.12% | Q1 2026 | May 05, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 27,850 | 1,802 | 0.01% | 0.0% | 85 | +9,150 | 48.93% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 26,754 | 1,731 | 0.04% | 0.04% | 86 | +5,730 | 27.25% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,627 | 1,724 | 0.0% | 0.01% | 87 | -3,953 | -12.93% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 26,543 | 1,718 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,532 | 1,717 | 0.0% | 0.0% | 89 | +1,748 | 7.05% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 25,077 | 1,623 | 0.0% | 0.0% | 90 | -18,013 | -41.8% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 24,329 | 1,574 | 0.03% | 0.03% | 91 | -238 | -0.97% | Q1 2026 | May 18, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 24,274 | 1,571 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,108 | 1,560 | 0.01% | 0.02% | 93 | +21 | 0.09% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 23,447 | 1,517 | 0.01% | 0.01% | 94 | -294 | -1.24% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 22,951 | 1,485 | 0.21% | 0.21% | 95 | -555 | -2.36% | Q1 2026 | Apr 24, 2026 |
| Carr Financial Group Corp | History | No change | 22,949 | 1,485 | 0.39% | 0.39% | 96 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 22,743 | 1,472 | 0.09% | 0.07% | 97 | +9 | 0.04% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | Reduced | 22,703 | 1,469 | 0.1% | 0.13% | 98 | -6,665 | -22.69% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 22,264 | 1,441 | 0.75% | 0.91% | 99 | +250 | 1.14% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,152 | 1,433 | 0.0% | 0.0% | 100 | -5,174 | -18.93% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,919 | 1,354 | 0.01% | 0.01% | 101 | +915 | 4.57% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 20,503 | 1,327 | 0.01% | 0.02% | 102 | -552 | -2.62% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 20,317 | 1,315 | 0.01% | 0.01% | 103 | -215 | -1.05% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Reduced | 19,728 | 1,277 | 0.61% | 0.79% | 104 | -5,582 | -22.05% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 19,226 | 1,245 | 0.03% | 0.03% | 105 | +1,034 | 5.68% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Reduced | 19,188 | 1,242 | 0.04% | 0.04% | 106 | -1,054 | -5.21% | Q1 2026 | May 12, 2026 |
| Brio Consultants, LLC | History | Reduced | 17,299 | 1,237 | 0.15% | 0.15% | 107 | -651 | -3.63% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 18,949 | 1,226 | 0.01% | 0.02% | 108 | -17,215 | -47.6% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,929 | 1,225 | 0.01% | 0.01% | 109 | +189 | 1.01% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Reduced | 18,403 | 1,191 | 0.03% | 0.02% | 110 | -384 | -2.04% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 18,278 | 1,183 | 0.1% | 0.03% | 111 | +11,736 | 179.39% | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 17,655 | 1,142 | 1.08% | 1.03% | 112 | +619 | 3.63% | Q1 2026 | May 08, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 16,941 | 1,096 | 0.68% | 0.67% | 113 | +108 | 0.64% | Q1 2026 | Apr 07, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 16,883 | 1,092 | 0.07% | 0.07% | 114 | +471 | 2.87% | Q1 2026 | May 15, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 16,828 | 1,089 | 0.5% | 0.5% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 16,726 | 1,082 | 0.43% | 0.46% | 116 | -126 | -0.75% | Q1 2026 | Apr 08, 2026 |
| Asset Dedication, LLC | History | No change | 16,700 | 1,069 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 16,490 | 1,067 | 0.03% | 0.03% | 118 | +324 | 2.0% | Q1 2026 | May 12, 2026 |
| Vestcor Inc | History | Reduced | 16,280 | 1,054 | 0.03% | 0.29% | 119 | -142,363 | -89.74% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 16,264 | 1,052 | 0.01% | 0.02% | 120 | -11 | -0.07% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 15,065 | 975 | 0.01% | 0.01% | 121 | +2,128 | 16.45% | Q1 2026 | May 08, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 14,770 | 956 | 0.08% | 0.09% | 122 | -735 | -4.74% | Q1 2026 | May 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 14,700 | 951 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TPG Advisors LLC | History | Reduced | 14,273 | 923 | 0.58% | 0.63% | 124 | -1,421 | -9.05% | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | Added to | 14,032 | 908 | 0.0% | 0.01% | 125 | +2 | 0.01% | Q1 2026 | May 04, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 14,019 | 907 | 0.17% | 0.16% | 126 | -204 | -1.43% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 13,871 | 889 | 0.0% | 0.0% | 127 | +719 | 5.47% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 13,582 | 879 | 0.05% | 0.07% | 128 | -4,956 | -26.73% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,464 | 871 | 0.02% | 0.02% | 129 | -489 | -3.5% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 13,324 | 862 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Foster Group, Inc. | History | Reduced | 13,158 | 851 | 0.03% | 0.03% | 131 | -607 | -4.41% | Q1 2026 | Apr 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 12,718 | 823 | 0.43% | 0.44% | 132 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 12,710 | 822 | 0.01% | 0.01% | 133 | -78 | -0.61% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,333 | 798 | 0.01% | 0.01% | 134 | -242 | -1.92% | Q1 2026 | Apr 08, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 12,025 | 778 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 11,867 | 768 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 11,848 | 766 | 0.26% | 0.24% | 137 | -96 | -0.8% | Q1 2026 | Apr 08, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 11,803 | 764 | 0.3% | 0.22% | 138 | -1,935 | -14.09% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,768 | 761 | 0.01% | 0.02% | 139 | -8,261 | -41.25% | Q1 2026 | Apr 10, 2026 |
| WHITTIER TRUST CO | History | No change | 11,678 | 758 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 11,709 | 757 | 0.0% | 0.0% | 141 | -2,993 | -20.36% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | New | 10,236 | 738 | 0.02% | — | 142 | +10,236 | New | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 11,367 | 736 | 0.0% | 0.0% | 143 | -306 | -2.62% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 11,283 | 730 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 11,021 | 713 | 0.12% | 0.11% | 145 | -144 | -1.29% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,440 | 711 | 0.04% | 0.04% | 146 | -195 | -1.54% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,872 | 703 | 0.0% | 0.0% | 147 | +1,249 | 12.98% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 10,829 | 700 | 0.01% | 0.01% | 148 | -829 | -7.11% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,708 | 685 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 10,286 | 665 | 0.08% | 0.06% | 150 | +3,935 | 61.96% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,221 | 654 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 10,000 | 647 | 0.01% | 0.01% | 152 | -23 | -0.23% | Q1 2026 | May 11, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 9,989 | 646 | 0.1% | 0.1% | 153 | -60 | -0.6% | Q1 2026 | Apr 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 9,915 | 641 | 0.02% | 0.02% | 154 | -24 | -0.24% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,617 | 619 | 0.0% | 0.0% | 155 | +1,800 | 23.03% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,248 | 592 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 9,047 | 585 | 0.0% | 0.0% | 157 | -1,488 | -14.12% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,867 | 573 | 0.01% | 0.01% | 158 | -399 | -4.31% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 8,774 | 567 | 0.01% | 0.02% | 159 | -6,923 | -44.1% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,775 | 567 | 0.0% | 0.0% | 160 | +391 | 4.66% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 8,410 | 544 | 0.02% | 0.02% | 161 | +195 | 2.37% | Q1 2026 | May 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 8,280 | 535 | 0.24% | 0.21% | 162 | +1,005 | 13.81% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 8,239 | 533 | 0.03% | 0.03% | 164 | -25 | -0.3% | Q1 2026 | Apr 14, 2026 |
| Neumann Capital Management, LLC | History | No change | 8,236 | 533 | 0.16% | 0.15% | 163 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 8,225 | 532 | 0.02% | 0.02% | 165 | -122 | -1.46% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | No change | 8,233 | 532 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,908 | 513 | 0.0% | 0.0% | 167 | +779 | 10.93% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,819 | 506 | 0.0% | 0.0% | 168 | -98 | -1.24% | Q1 2026 | May 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 7,800 | 504 | 0.29% | 0.28% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASL Financial, LLC | History | Reduced | 7,691 | 497 | 0.4% | 0.4% | 170 | -185 | -2.35% | Q1 2026 | Apr 09, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 7,540 | 488 | 0.1% | 0.13% | 171 | -1,945 | -20.51% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 7,548 | 488 | 0.1% | 0.1% | 172 | -97 | -1.27% | Q1 2026 | May 05, 2026 |
| Rinkey Investments | History | Reduced | 6,963 | 450 | 0.12% | 0.11% | 173 | -2 | -0.03% | Q1 2026 | May 11, 2026 |
| Aries Wealth Management | History | No change | 6,887 | 445 | 0.1% | 0.1% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,786 | 439 | 0.0% | 0.01% | 175 | -2,458 | -26.59% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,580 | 425 | 0.0% | — | 176 | +6,580 | New | Q1 2026 | May 14, 2026 |
| Arcus Capital Partners, LLC | History | No change | 6,494 | 420 | 0.15% | 0.15% | 177 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,389 | 413 | 0.0% | 0.0% | 178 | +1,521 | 31.24% | Q1 2026 | Apr 15, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 6,363 | 411 | 0.18% | 0.19% | 179 | -10 | -0.16% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,334 | 410 | 0.0% | 0.0% | 180 | -15 | -0.24% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 6,305 | 408 | 0.0% | 0.0% | 181 | -2,881 | -31.36% | Q1 2026 | May 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 6,312 | 408 | 0.08% | 0.09% | 182 | -770 | -10.87% | Q1 2026 | May 14, 2026 |
| EWA, LLC | History | Added to | 6,295 | 407 | 0.09% | 0.09% | 183 | +788 | 14.31% | Q1 2026 | Apr 23, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 6,115 | 395 | 0.11% | 0.12% | 184 | -611 | -9.08% | Q1 2026 | Apr 16, 2026 |
| IRON Financial LLC | History | Reduced | 5,741 | 371 | 0.16% | 0.25% | 185 | -2,699 | -31.98% | Q1 2026 | Apr 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 5,672 | 367 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 5,654 | 365 | 0.04% | 0.02% | 187 | +2,330 | 70.1% | Q1 2026 | Apr 22, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,622 | 363 | 0.02% | 0.02% | 188 | +900 | 19.06% | Q1 2026 | Apr 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 5,547 | 359 | 0.03% | 0.03% | 190 | -80 | -1.42% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,549 | 359 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COFG Advisors, LLC | History | Added to | 5,450 | 352 | 0.09% | 0.09% | 191 | +16 | 0.29% | Q1 2026 | May 11, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 5,400 | 349 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 5,295 | 342 | 0.07% | 1.47% | 193 | -93,445 | -94.64% | Q1 2026 | May 06, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 5,200 | 336 | 0.04% | 0.05% | 194 | -100 | -1.89% | Q1 2026 | May 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,142 | 332 | 0.02% | 0.02% | 196 | +436 | 9.26% | Q1 2026 | May 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 5,141 | 332 | 0.13% | 0.12% | 195 | +353 | 7.37% | Q1 2026 | May 14, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 5,042 | 326 | 0.23% | 0.23% | 197 | -186 | -3.56% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,017 | 324 | 0.0% | 0.0% | 198 | -153 | -2.96% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 4,987 | 323 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | Reduced | 4,979 | 322 | 0.0% | 0.01% | 200 | -20,969 | -80.81% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 4,984 | 322 | 0.0% | — | 202 | +4,984 | New | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | No change | 4,978 | 322 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 4,947 | 320 | 0.29% | 0.25% | 203 | +622 | 14.38% | Q1 2026 | May 11, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 4,805 | 311 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | No change | 4,816 | 311 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| NorthRock Partners, LLC | History | New | 4,733 | 306 | 0.0% | — | 206 | +4,733 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 14,800 | 302 | 0.01% | 0.01% | 207 | -8,421 | -36.26% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 4,609 | 298 | 0.1% | 0.11% | 208 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CUMBERLAND ADVISORS INC | History | No change | 4,570 | 295 | 0.12% | 0.11% | 209 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,546 | 294 | 0.22% | 0.21% | 210 | -4 | -0.09% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Reduced | 4,530 | 293 | 0.0% | 0.0% | 212 | -995 | -18.01% | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,534 | 293 | 0.01% | 0.01% | 211 | -231 | -4.85% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 4,513 | 292 | 0.03% | 0.04% | 213 | -814 | -15.28% | Q1 2026 | Apr 30, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 4,460 | 288 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,446 | 287 | 0.0% | 0.0% | 215 | +1,010 | 29.39% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 4,376 | 284 | 0.01% | 0.01% | 216 | -104 | -2.32% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,429 | 283 | 0.0% | 0.0% | 217 | -58 | -1.29% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,066 | 263 | 0.0% | 0.0% | 218 | -2,828 | -41.02% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,046 | 261 | 0.0% | 0.0% | 219 | +102 | 2.59% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,012 | 259 | 0.01% | — | 221 | +4,012 | New | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,000 | 259 | 0.0% | 0.0% | 220 | +3,773 | 1662.11% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,975 | 257 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 3,970 | 256 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,874 | 250 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,849 | 249 | 0.0% | 0.0% | 225 | -1,120 | -22.54% | Q1 2026 | May 15, 2026 |
| Lantz Financial LLC | History | Reduced | 3,837 | 248 | 0.05% | 0.05% | 226 | -47 | -1.21% | Q1 2026 | Apr 09, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 3,844 | 248 | 0.09% | 0.09% | 227 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Destination Wealth Management | History | New | 3,777 | 244 | 0.01% | — | 228 | +3,777 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,738 | 241 | 0.0% | 0.0% | 229 | -488 | -11.55% | Q1 2026 | May 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 3,729 | 241 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,722 | 240 | 0.0% | 0.0% | 231 | +512 | 15.95% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,707 | 239 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,644 | 235 | 0.05% | 0.06% | 233 | -99 | -2.64% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Partners, LLC | History | No change | 3,639 | 235 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 3,628 | 234 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,591 | 232 | 0.02% | 0.02% | 237 | +80 | 2.28% | Q1 2026 | Apr 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,596 | 232 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,564 | 230 | 0.01% | 0.01% | 238 | +339 | 10.51% | Q1 2026 | Apr 20, 2026 |
| American Money Management, LLC | History | New | 3,449 | 223 | 0.04% | — | 239 | +3,449 | New | Q1 2026 | May 11, 2026 |
| Banco Santander, S.A. | History | Reduced | 3,432 | 222 | 0.0% | 0.1% | 240 | -199,834 | -98.31% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 3,400 | 220 | 0.0% | 0.0% | 241 | +302 | 9.75% | Q1 2026 | May 14, 2026 |
| Rare Wolf Capital LLC | History | No change | 3,399 | 220 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ballew Advisors, Inc | History | No change | 3,224 | 218 | 0.12% | 0.12% | 243 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,270 | 211 | 0.03% | 0.04% | 244 | +24 | 0.74% | Q1 2026 | Apr 29, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 3,250 | 210 | 0.01% | 0.01% | 245 | -150 | -4.41% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,222 | 208 | 0.01% | — | 246 | +3,222 | New | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 3,156 | 204 | 0.12% | 0.11% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strong Retirement Solutions LLC | History | No change | 3,143 | 203 | 0.14% | 0.14% | 248 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Empirical Asset Management, LLC | History | New | 3,118 | 201 | 0.05% | — | 249 | +3,118 | New | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,970 | 192 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,814 | 182 | 0.06% | 0.07% | 251 | -324 | -10.33% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 2,570 | 181 | 0.0% | 0.0% | 252 | +930 | 56.71% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 2,594 | 167 | 0.0% | — | 253 | +2,594 | New | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | No change | 2,399 | 155 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Northwest Capital Management Inc | History | No change | 2,427 | 155 | 0.67% | 0.67% | 255 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,369 | 153 | 0.0% | 0.0% | 256 | +129 | 5.76% | Q1 2026 | May 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 2,357 | 152 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 2,348 | 151 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,308 | 149 | 0.0% | 0.0% | 259 | -579 | -20.06% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,025 | 131 | 0.01% | 0.01% | 260 | -21 | -1.03% | Q1 2026 | May 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,850 | 119 | 0.03% | 0.03% | 262 | -85 | -4.39% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,839 | 119 | 0.0% | 0.0% | 261 | +1 | 0.05% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | No change | 1,701 | 110 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,680 | 108 | 0.0% | 0.0% | 264 | -66 | -3.78% | Q1 2026 | May 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 1,595 | 103 | 0.16% | — | 265 | +1,595 | New | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,498 | 96 | 0.0% | 0.0% | 266 | +1,313 | 709.73% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,479 | 95 | 0.0% | 0.01% | 267 | -26 | -1.73% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,455 | 93 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,350 | 87 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | New | 1,303 | 84 | 0.0% | — | 270 | +1,303 | New | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 1,203 | 77 | 0.03% | — | 271 | +1,203 | New | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,170 | 75 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,142 | 73 | 0.01% | 0.01% | 273 | +26 | 2.33% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,125 | 72 | 0.0% | — | 275 | +1,125 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 1,121 | 72 | 0.0% | — | 274 | +1,121 | New | Q1 2026 | May 19, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,100 | 71 | 0.0% | 0.0% | 276 | -10 | -0.9% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 1,059 | 68 | 0.0% | 0.01% | 277 | -5,148 | -82.94% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 971 | 62 | 0.01% | — | 278 | +971 | New | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 747 | 48 | 0.01% | 0.01% | 279 | -986 | -56.9% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 734 | 47 | 0.0% | 0.0% | 280 | -1 | -0.14% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 723 | 46 | 0.03% | — | 281 | +723 | New | Q1 2026 | Apr 21, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 634 | 41 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 632 | 40 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 631 | 40 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Reduced | 610 | 39 | 0.01% | 0.02% | 285 | -429 | -41.29% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 587 | 37 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 546 | 35 | 0.0% | 0.0% | 287 | -84 | -13.33% | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | No change | 536 | 34 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MCF Advisors LLC | History | New | 495 | 32 | 0.0% | — | 289 | +495 | New | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | No change | 438 | 28 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CKW FINANCIAL GROUP | History | No change | 412 | 27 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 404 | 26 | 0.0% | 0.0% | 293 | -4 | -0.98% | Q1 2026 | May 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 411 | 26 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 352 | 22 | 0.0% | — | 295 | +352 | New | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 359 | 22 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Hanson & Doremus Investment Management | History | No change | 329 | 21 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 310 | 20 | 0.0% | — | 298 | +310 | New | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 309 | 20 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Reduced | 302 | 19 | 0.0% | 0.0% | 299 | -78 | -20.53% | Q1 2026 | Apr 09, 2026 |
| Fairscale Capital, LLC | History | No change | 305 | 19 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 290 | 18 | 0.0% | — | 302 | +290 | New | Q1 2026 | Apr 29, 2026 |
| HighMark Wealth Management LLC | History | No change | 283 | 18 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 274 | 17 | 0.01% | — | 303 | +274 | New | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 248 | 16 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Co / SC | History | No change | 230 | 14 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BAYBAN | History | No change | 221 | 14 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Front Row Advisors LLC | History | No change | 212 | 13 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | No change | 207 | 13 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 199 | 12 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 193 | 12 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 188 | 12 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | No change | 199 | 12 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 10Elms LLP | History | Added to | 181 | 11 | 0.01% | 0.0% | 316 | +137 | 311.36% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 182 | 11 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 185 | 11 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 187 | 11 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 151 | 9 | 0.03% | 0.01% | 317 | -3,920 | -96.29% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 129 | 8 | 0.0% | — | 319 | +129 | New | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 131 | 8 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sachetta, LLC | History | Reduced | 123 | 7 | 0.0% | 0.06% | 321 | -1,484 | -92.35% | Q1 2026 | May 01, 2026 |
| Purpose Unlimited Inc. | History | New | 121 | 7 | 0.0% | — | 322 | +121 | New | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | No change | 121 | 7 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 102 | 6 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Princeton Global Asset Management LLC | History | No change | 105 | 6 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 100 | 6 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Perspectives, Inc | History | No change | 97 | 6 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 102 | 6 | 0.0% | 0.01% | 327 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | New | 90 | 5 | 0.0% | — | 332 | +90 | New | Q1 2026 | Apr 10, 2026 |
| VANGUARD ADVISERS INC | History | New | 85 | 5 | 0.0% | — | 331 | +85 | New | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 79 | 5 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 91 | 5 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 90 | 5 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JPL Wealth Management, LLC | History | New | 72 | 4 | 0.0% | — | 336 | +72 | New | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | No change | 66 | 4 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 70 | 4 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 338 | -54 | -50.47% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 48 | 3 | 0.0% | 0.0% | 339 | -1 | -2.04% | Q1 2026 | Apr 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 58 | 3 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 58 | 3 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | New | 40 | 2 | 0.0% | — | 343 | +40 | New | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 37 | 2 | 0.0% | 0.0% | 342 | -32 | -46.38% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 43 | 2 | 0.0% | 0.0% | 341 | +25 | 138.89% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 346 | -150 | -84.75% | Q1 2026 | Apr 27, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 29 | 1 | 0.0% | — | 344 | +21 | 262.5% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -344,513 | -100.0% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,467 | -100.0% | Q1 2026 | May 11, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -31,912 | -100.0% | Q1 2026 | May 05, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -26,812 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,759 | -100.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,176 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,536 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,569 | -100.0% | Q1 2026 | Apr 29, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,878 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,411 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Closed out | 0 | 0 | — | 0.16% | — | -3,394 | -100.0% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,156 | -100.0% | Q1 2026 | Apr 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2 | 0 | — | 0.0% | — | -1,000 | -99.8% | Q1 2026 | May 15, 2026 |
| Tacita Capital Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -735 | -100.0% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -689 | -100.0% | Q1 2026 | May 06, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -647 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -325 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q1 2026 | May 11, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10 | 0 | — | 0.0% | — | -15 | -60.0% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 21, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 04, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Trust Asset Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |