iSHARES TRUST - EFA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 95,915,091 | 9,316,232 | 0.16% | 0.16% | 1 | -374,881 | -0.39% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 43,761,534 | 4,250,557 | 0.48% | 0.49% | 2 | -414,262 | -0.94% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 39,633,936 | 3,849,644 | 0.28% | 0.28% | 3 | -582,029 | -1.45% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 39,200,327 | 3,807,527 | 0.44% | 0.54% | 4 | -6,750,096 | -14.69% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 29,921,159 | 2,906,242 | 0.18% | 0.18% | 5 | -1,696,440 | -5.37% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,050,158 | 2,238,861 | 0.42% | 0.44% | 6 | -1,996,764 | -7.97% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 22,026,841 | 2,139,467 | 0.28% | 0.26% | 7 | +723,254 | 3.39% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 21,300,190 | 2,003,709 | 0.13% | 0.13% | 8 | -217,325 | -1.01% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 19,345,323 | 1,879,011 | 0.28% | 0.25% | 9 | +3,121,876 | 19.24% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,719,300 | 1,623,946 | 0.28% | 0.22% | 10 | +2,698,652 | 19.25% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 16,402,080 | 1,593,134 | 0.2% | 0.21% | 11 | +2,147,056 | 15.06% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 13,557,939 | 1,316,882 | 0.56% | 0.39% | 12 | +4,280,552 | 46.14% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 11,289,341 | 1,096,533 | 16.62% | 17.63% | 13 | -4,447,425 | -28.26% | Q1 2026 | May 08, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 9,148,830 | 888,625 | 0.72% | 0.66% | 14 | +648,575 | 7.63% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 8,615,407 | 836,814 | 0.04% | 0.04% | 15 | -152,090 | -1.73% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,399,549 | 815,848 | 0.47% | 0.44% | 16 | -57,743 | -0.68% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,020,309 | 779,012 | 0.13% | 0.08% | 17 | +2,713,323 | 51.13% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,992,758 | 776,336 | 0.14% | 0.14% | 18 | -77,787 | -0.96% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,132,507 | 692,790 | 0.84% | 0.81% | 19 | -54,564 | -0.76% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 6,911,388 | 671,303 | 0.16% | 0.23% | 20 | -2,904,997 | -29.59% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,571,755 | 638,314 | 0.17% | 0.17% | 21 | +597,836 | 10.01% | Q1 2026 | May 04, 2026 |
| AlTi Global, Inc. | History | Added to | 6,222,715 | 604,412 | 13.14% | 12.67% | 22 | +69,780 | 1.13% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,354,951 | 597,487 | 0.29% | 0.18% | 23 | +3,362,336 | 112.35% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,679,749 | 551,674 | 0.15% | 0.15% | 24 | -200,012 | -3.4% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,586,139 | 542,581 | 0.85% | 0.64% | 25 | +1,218,669 | 27.9% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,528,948 | 537,026 | 0.2% | 0.18% | 26 | +4,471 | 0.08% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 5,066,424 | 492,101 | 0.58% | 0.79% | 27 | -2,667,515 | -34.49% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,775,989 | 463,891 | 0.63% | 0.54% | 28 | +522,821 | 12.29% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,853,491 | 374,237 | 0.09% | 0.06% | 29 | +1,084,675 | 39.17% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,817,681 | 370,811 | 0.11% | 0.11% | 30 | +99,125 | 2.67% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,734,895 | 362,770 | 0.66% | 0.36% | 31 | +2,548,421 | 214.79% | Q1 2026 | May 01, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 3,323,300 | 322,792 | 0.84% | 0.65% | 32 | -92,200 | -2.7% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 3,296,398 | 320,179 | 0.45% | 0.34% | 33 | +823,741 | 33.31% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 3,127,682 | 303,735 | 0.35% | 0.37% | 34 | -149,759 | -4.57% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,088,405 | 299,976 | 0.53% | 0.37% | 35 | +954,050 | 44.7% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,066,550 | 297,854 | 0.12% | 0.24% | 36 | -2,925,236 | -48.82% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 3,020,430 | 293,374 | 9.87% | 9.71% | 37 | +123,171 | 4.25% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,766,467 | 250,571 | 0.12% | 0.19% | 38 | -113,423 | -6.03% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 2,526,610 | 245,409 | 0.29% | 0.25% | 39 | +329,254 | 14.98% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,456,329 | 238,583 | 0.15% | 0.15% | 40 | -42,897 | -1.72% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 2,429,988 | 233,351 | 0.93% | 0.93% | 41 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 2,382,932 | 231,454 | 21.84% | 21.37% | 42 | -58,000 | -2.38% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,258,978 | 219,414 | 4.37% | 3.98% | 43 | -2,792 | -0.12% | Q1 2026 | Apr 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 2,145,636 | 208,405 | 0.22% | 0.33% | 44 | -1,266,097 | -37.11% | Q1 2026 | May 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 2,113,810 | 205,314 | 0.36% | 0.0% | 45 | +2,088,810 | 8355.24% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,087,353 | 202,744 | 0.14% | 0.14% | 46 | +18,004 | 0.87% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,076,718 | 201,711 | 1.31% | 1.29% | 47 | -16,459 | -0.79% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,027,202 | 196,097 | 0.28% | 0.3% | 48 | -300,205 | -12.9% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,013,223 | 195,544 | 2.22% | 2.06% | 49 | +61,992 | 3.18% | Q1 2026 | May 05, 2026 |
| Hirtle & Co., LLC | History | Reduced | 1,999,325 | 194,194 | 6.65% | 6.56% | 50 | -8,221 | -0.41% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,955,533 | 189,940 | 0.23% | 0.25% | 51 | -190,951 | -8.9% | Q1 2026 | May 13, 2026 |
| Passaic Partners LLC | History | New | 1,875,300 | 182,147 | 17.04% | — | 52 | +1,875,300 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,834,677 | 177,914 | 0.24% | — | 53 | +1,834,677 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,752,066 | 170,178 | 0.18% | 0.2% | 54 | -129,780 | -6.9% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,700,192 | 165,155 | 0.23% | 0.23% | 55 | +69,946 | 4.29% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,668,203 | 162,031 | 0.17% | 0.17% | 56 | +16,453 | 1.0% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,632,778 | 158,591 | 0.23% | 0.21% | 57 | +169,226 | 11.56% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 1,618,956 | 157,249 | 0.27% | 0.09% | 58 | +999,705 | 161.44% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 1,601,703 | 155,573 | 0.53% | 0.5% | 59 | -25,019 | -1.54% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,588,694 | 154,309 | 0.17% | 0.17% | 60 | +41,281 | 2.67% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,569,421 | 152,437 | 0.56% | 0.55% | 61 | -15,848 | -1.0% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,549,749 | 150,527 | 0.31% | 0.3% | 62 | -94,485 | -5.75% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,513,803 | 147,036 | 0.14% | 0.13% | 63 | -19,720 | -1.29% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,511,924 | 146,853 | 0.23% | 0.21% | 64 | +104,653 | 7.44% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,503,725 | 146,081 | 0.21% | 0.2% | 65 | +63,453 | 4.41% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 1,482,012 | 143,947 | 0.27% | 0.21% | 66 | +229,727 | 18.34% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,409,494 | 136,904 | 0.53% | — | 67 | +1,409,494 | New | Q1 2026 | May 12, 2026 |
| Calamos Advisors LLC | History | Added to | 1,386,127 | 133,309 | 0.47% | 0.18% | 68 | +880,127 | 173.94% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,386,144 | 133,111 | 0.23% | 0.23% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital International Investors | History | Reduced | 1,399,310 | 131,633 | 0.03% | 0.03% | 70 | -567,187 | -28.84% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,316,911 | 127,907 | 0.22% | 0.24% | 71 | +18,340 | 1.41% | Q1 2026 | May 14, 2026 |
| Arvest Bank Trust Division | History | Reduced | 1,300,889 | 126,355 | 6.87% | 6.94% | 72 | -32,877 | -2.46% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 1,275,057 | 123,846 | 2.85% | 2.71% | 73 | +2,419 | 0.19% | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 1,113,071 | 108,112 | 4.81% | 4.3% | 74 | +117,348 | 11.79% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Reduced | 1,110,781 | 107,890 | 0.45% | 0.69% | 75 | -372,240 | -25.1% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Added to | 1,090,631 | 105,932 | 0.26% | 0.25% | 76 | +24,124 | 2.26% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,068,468 | 103,780 | 0.57% | 0.57% | 77 | +76,202 | 7.68% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 11,697,200 | 101,586 | 1.61% | 1.82% | 78 | +330,672 | 2.91% | Q1 2026 | May 15, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | Added to | 1,040,000 | 101,015 | 11.52% | 6.95% | 79 | +348,000 | 50.29% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,005,167 | 97,631 | 0.14% | 0.14% | 80 | -56,058 | -5.28% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,001,755 | 97,300 | 0.16% | 0.12% | 81 | +72,453 | 7.8% | Q1 2026 | May 15, 2026 |
| WoodTrust Financial Corp | History | Reduced | 992,287 | 96,381 | 12.44% | 12.05% | 82 | -83,000 | -7.72% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 969,116 | 94,130 | 0.37% | 0.34% | 83 | +41,360 | 4.46% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 958,805 | 93,128 | 0.27% | 0.24% | 84 | +31,922 | 3.44% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Reduced | 919,102 | 89,272 | 1.37% | 1.36% | 85 | -6,451 | -0.7% | Q1 2026 | May 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 897,368 | 87,161 | 2.56% | 2.26% | 86 | +75,775 | 9.22% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 896,196 | 87,047 | 0.42% | 0.19% | 87 | +533,220 | 146.9% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 896,683 | 86,108 | 0.41% | 0.41% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 875,729 | 85,059 | 3.78% | 3.94% | 89 | -102,607 | -10.49% | Q1 2026 | May 11, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 874,962 | 84,985 | 1.27% | 1.32% | 90 | +43,367 | 5.21% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 861,000 | 83,628 | 0.13% | 0.0% | 91 | +856,500 | 19033.33% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 847,346 | 82,302 | 2.56% | 2.27% | 92 | +75,642 | 9.8% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 834,090 | 81,017 | 0.62% | 0.65% | 93 | -61,233 | -6.84% | Q1 2026 | May 14, 2026 |
| Volterra Technologies LP | History | Added to | 811,393 | 78,810 | 9.58% | 2.57% | 94 | +546,393 | 206.19% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 788,080 | 76,546 | 12.26% | 14.35% | 95 | -572 | -0.07% | Q1 2026 | May 06, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 778,595 | 75,624 | 0.14% | 0.14% | 96 | -57,201 | -6.84% | Q1 2026 | May 13, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 774,000 | 75,178 | 0.2% | 0.02% | 97 | +650,000 | 524.19% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 757,575 | 73,583 | 1.59% | 1.59% | 98 | +54,785 | 7.8% | Q1 2026 | May 04, 2026 |
| Walleye Trading LLC | History | Added to | 750,342 | 72,880 | 0.12% | 0.04% | 99 | +482,942 | 180.61% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 698,183 | 71,397 | 1.24% | 1.26% | 100 | -27,616 | -3.8% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 731,453 | 71,046 | 0.18% | 0.16% | 101 | +4,734 | 0.65% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 728,784 | 70,786 | 0.02% | 0.02% | 102 | +5,455 | 0.75% | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 724,150 | 70,337 | 1.14% | 0.58% | 103 | +430,418 | 146.53% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 716,372 | 69,581 | 0.3% | 0.28% | 104 | +28,098 | 4.08% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 691,834 | 67,397 | 0.14% | 0.15% | 105 | -422,223 | -37.9% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 683,769 | 66,414 | 0.36% | 0.33% | 106 | +45,881 | 7.19% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 683,676 | 66,405 | 1.07% | 1.11% | 107 | +856 | 0.13% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 664,234 | 64,517 | 0.18% | 0.18% | 108 | -114,692 | -14.72% | Q1 2026 | May 04, 2026 |
| Destination Wealth Management | History | Added to | 657,616 | 63,874 | 1.66% | 1.05% | 109 | +238,831 | 57.03% | Q1 2026 | May 15, 2026 |
| Miller Investment Management, LP | History | Reduced | 652,026 | 63,331 | 6.29% | 6.71% | 110 | -63,936 | -8.93% | Q1 2026 | May 08, 2026 |
| DeepCurrents Investment Group LLC | History | New | 56,014 | 63,270 | 2.03% | — | 111 | +56,014 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 642,634 | 62,419 | 0.33% | 0.31% | 112 | +186,298 | 40.82% | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 638,210 | 61,989 | 2.4% | 2.48% | 113 | +15,674 | 2.52% | Q1 2026 | May 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 630,785 | 61,268 | 3.94% | 3.67% | 114 | +24,817 | 4.1% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 615,396 | 59,773 | 0.02% | 0.02% | 115 | +1,703 | 0.28% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 609,439 | 59,194 | 1.41% | 1.42% | 116 | -54,174 | -8.16% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 608,166 | 59,071 | 2.47% | 2.53% | 117 | +19,373 | 3.29% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 607,222 | 58,979 | 1.61% | 1.4% | 118 | +39,164 | 6.89% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 605,879 | 58,849 | 2.39% | 2.18% | 119 | -36,758 | -5.72% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 597,557 | 58,040 | 0.65% | 0.49% | 120 | +152,089 | 34.14% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 593,527 | 57,649 | 1.37% | 1.2% | 121 | +62,079 | 11.68% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 581,266 | 56,458 | 1.17% | 1.13% | 122 | +29,104 | 5.27% | Q1 2026 | Apr 27, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 583,389 | 55,696 | 0.03% | 0.02% | 123 | +219,400 | 60.28% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 587,845 | 55,589 | 0.64% | 0.7% | 124 | -15,936 | -2.64% | Q1 2026 | May 08, 2026 |
| Accredited Investors Inc. | History | Reduced | 572,146 | 55,572 | 2.99% | 3.09% | 125 | -34,416 | -5.67% | Q1 2026 | Apr 30, 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | History | Reduced | 570,661 | 55,428 | 25.01% | 26.68% | 126 | -74,292 | -11.52% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 565,295 | 54,907 | 0.14% | 0.18% | 127 | -140,051 | -19.86% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 564,030 | 54,784 | 0.09% | 0.08% | 128 | +45,040 | 8.68% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 555,447 | 53,950 | 0.57% | 0.6% | 129 | -32,286 | -5.49% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 555,277 | 53,934 | 0.42% | 0.42% | 130 | +7,701 | 1.41% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 548,940 | 53,318 | 0.43% | 0.43% | 131 | +6,278 | 1.16% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 553,266 | 53,130 | 1.66% | 1.66% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 546,266 | 53,058 | 0.03% | 0.03% | 133 | -7,900 | -1.43% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 533,450 | 51,814 | 0.62% | 0.6% | 134 | -6,895 | -1.28% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 527,893 | 51,274 | 0.06% | 0.2% | 135 | -1,075,246 | -67.07% | Q1 2026 | Apr 16, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 522,865 | 50,785 | 6.64% | 6.23% | 136 | -242 | -0.05% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Reduced | 516,567 | 50,174 | 0.24% | 0.3% | 137 | -37,888 | -6.83% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 515,417 | 50,062 | 0.6% | 0.59% | 138 | -32,034 | -5.85% | Q1 2026 | May 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 512,370 | 49,782 | 3.37% | 3.33% | 139 | +15,592 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 511,505 | 49,682 | 0.45% | 0.63% | 140 | -11,681 | -2.23% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 511,239 | 49,656 | 0.61% | 0.63% | 141 | -3,817 | -0.74% | Q1 2026 | May 12, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 509,707 | 49,507 | 0.29% | 0.08% | 142 | +358,784 | 237.73% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 512,464 | 49,211 | 0.02% | 0.04% | 143 | -833,206 | -61.92% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Reduced | 505,139 | 49,064 | 0.17% | 0.16% | 144 | -10,232 | -1.99% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 504,000 | 48,953 | 0.25% | 0.1% | 145 | +287,700 | 133.01% | Q1 2026 | May 14, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | New | 503,627 | 48,917 | 5.76% | — | 146 | +503,627 | New | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 517,259 | 48,776 | 1.51% | 1.45% | 147 | +8,001 | 1.57% | Q1 2026 | May 11, 2026 |
| 1ST SOURCE BANK | History | Added to | 501,245 | 48,685 | 2.51% | 2.34% | 148 | +36,095 | 7.76% | Q1 2026 | May 04, 2026 |
| WIT, LLC | History | No change | 491,177 | 47,708 | 0.9% | 0.95% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisors, LLC | History | Added to | 489,271 | 47,522 | 7.78% | 7.69% | 150 | +8,113 | 1.69% | Q1 2026 | Apr 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 488,440 | 47,442 | 2.89% | 2.9% | 151 | -1,666 | -0.34% | Q1 2026 | May 14, 2026 |
| Arvin Capital Management LP | History | New | 480,000 | 46,622 | 5.69% | — | 152 | +480,000 | New | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 473,456 | 45,986 | 0.64% | 0.6% | 153 | +5,882 | 1.26% | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 464,659 | 45,820 | 0.08% | 0.08% | 154 | -37,829 | -7.53% | Q1 2026 | May 05, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 467,080 | 45,368 | 0.09% | 0.12% | 155 | -136,338 | -22.59% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 459,150 | 44,597 | 0.16% | 0.15% | 156 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HT Partners LLC | History | Reduced | 450,488 | 43,755 | 13.25% | 13.0% | 157 | -4,938 | -1.08% | Q1 2026 | Apr 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 443,524 | 43,079 | 0.2% | 0.12% | 158 | +18,455 | 4.34% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 425,162 | 41,295 | 0.41% | 0.38% | 159 | -2,449 | -0.57% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 424,110 | 41,061 | 0.12% | 0.09% | 160 | +92,843 | 28.03% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 422,551 | 41,042 | 5.1% | 5.08% | 161 | -47,826 | -10.17% | Q1 2026 | May 14, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 420,175 | 40,807 | 0.26% | 0.29% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 419,173 | 40,332 | 0.08% | 0.08% | 163 | -51,019 | -10.85% | Q1 2026 | May 01, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 413,831 | 40,195 | 6.05% | 5.84% | 164 | -8,973 | -2.12% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 409,966 | 39,820 | 0.22% | 0.22% | 165 | +11,477 | 2.88% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 414,698 | 39,056 | 0.06% | 0.0% | 166 | +382,661 | 1194.43% | Q1 2026 | May 15, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 401,835 | 39,030 | 7.52% | 7.51% | 167 | +13,745 | 3.54% | Q1 2026 | May 07, 2026 |
| First Pacific Financial | History | Added to | 401,684 | 39,015 | 5.02% | 3.76% | 168 | +101,936 | 34.01% | Q1 2026 | Apr 23, 2026 |
| Coastline Trust Co | History | Added to | 397,592 | 38,618 | 3.83% | 3.37% | 169 | +24,349 | 6.52% | Q1 2026 | Apr 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 394,363 | 38,304 | 2.66% | 2.49% | 170 | +15,794 | 4.17% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 392,402 | 38,114 | 0.53% | 0.53% | 171 | -2,034 | -0.52% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | No change | 385,275 | 37,421 | 3.11% | 3.06% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 387,824 | 37,242 | 2.24% | 2.24% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 381,980 | 37,101 | 0.4% | 0.45% | 174 | -32,977 | -7.95% | Q1 2026 | Apr 20, 2026 |
| Curi Capital, LLC | History | Added to | 380,408 | 36,949 | 0.66% | 0.61% | 175 | +11,770 | 3.19% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 377,400 | 36,656 | 0.05% | 0.03% | 176 | +133,409 | 54.68% | Q1 2026 | May 15, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 373,704 | 36,297 | 20.41% | 19.2% | 177 | +12,630 | 3.5% | Q1 2026 | Apr 27, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 370,610 | 35,997 | 8.44% | 8.11% | 178 | +5,199 | 1.42% | Q1 2026 | May 08, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 370,432 | 35,980 | 5.72% | 5.3% | 179 | +35,535 | 10.61% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 367,781 | 35,722 | 0.14% | 0.1% | 180 | +113,516 | 44.64% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 366,270 | 35,575 | 0.27% | 0.27% | 181 | -9,245 | -2.46% | Q1 2026 | May 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 358,309 | 34,802 | 4.81% | 4.69% | 182 | +8,546 | 2.44% | Q1 2026 | Apr 21, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 354,980 | 34,479 | 0.3% | 0.29% | 183 | +42,830 | 13.72% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 353,753 | 34,360 | 0.47% | 0.54% | 184 | -35,873 | -9.21% | Q1 2026 | Apr 08, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 352,400 | 34,228 | 1.73% | 1.82% | 185 | -19,465 | -5.23% | Q1 2026 | May 04, 2026 |
| Verition Fund Management LLC | History | New | 352,372 | 34,225 | 0.22% | — | 186 | +352,372 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 343,233 | 33,338 | 1.79% | 1.45% | 187 | -5,091 | -1.46% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 327,293 | 31,790 | 0.69% | 0.67% | 188 | -10,741 | -3.18% | Q1 2026 | May 15, 2026 |
| Brewster Financial Planning LLC | History | Added to | 327,140 | 31,775 | 19.22% | 19.01% | 189 | +5,010 | 1.56% | Q1 2026 | May 04, 2026 |
| Painted Porch Advisors LLC | History | Reduced | 327,117 | 31,772 | 15.16% | 22.87% | 190 | -264,979 | -44.75% | Q1 2026 | May 14, 2026 |
| Retirement Systems of Alabama | History | No change | 325,864 | 31,651 | 0.11% | 0.1% | 191 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 325,451 | 31,611 | 5.57% | 5.48% | 192 | +14,175 | 4.55% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 325,479 | 31,610 | 0.1% | 0.09% | 193 | -2,186 | -0.67% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 319,388 | 31,022 | 0.37% | 0.97% | 194 | -501,946 | -61.11% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 318,696 | 30,954 | 0.01% | 0.02% | 195 | +4,046 | 1.29% | Q1 2026 | May 15, 2026 |
| Oasis Advisors, LLC | History | New | 5,970,460 | 30,422 | 5.98% | — | 196 | +5,970,460 | New | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 306,508 | 29,770 | 0.19% | 0.17% | 197 | +30,877 | 11.2% | Q1 2026 | Apr 27, 2026 |
| Verger Capital Management LLC | History | No change | 306,248 | 29,745 | 8.77% | 8.71% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 304,801 | 29,605 | 0.66% | 0.65% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 301,296 | 29,264 | 1.16% | 1.04% | 200 | +19,547 | 6.94% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 298,779 | 29,020 | 0.22% | 0.22% | 201 | +16,757 | 5.94% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 297,885 | 28,933 | 1.62% | 1.58% | 202 | +5,685 | 1.95% | Q1 2026 | Apr 23, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 297,759 | 28,921 | 0.41% | 0.53% | 203 | -19,567 | -6.17% | Q1 2026 | May 12, 2026 |
| Allie Family Office LLC | History | Added to | 296,575 | 28,806 | 12.61% | 12.31% | 204 | +22,118 | 8.06% | Q1 2026 | May 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 292,556 | 28,415 | 8.09% | 7.65% | 205 | +14,657 | 5.27% | Q1 2026 | Apr 30, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 287,731 | 27,947 | 3.64% | 3.66% | 206 | -2,131 | -0.74% | Q1 2026 | Apr 28, 2026 |
| Stairway Partners, LLC | History | Reduced | 287,573 | 27,931 | 1.45% | 1.43% | 207 | -300 | -0.1% | Q1 2026 | Apr 02, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 286,597 | 27,837 | 2.01% | 1.55% | 208 | +274,661 | 2301.11% | Q1 2026 | May 21, 2026 |
| Greenfield FTC, Inc. | History | No change | 286,330 | 27,811 | 5.3% | 3.62% | 209 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 71 West Capital Partners | History | Added to | 283,481 | 27,534 | 1.21% | 1.08% | 210 | +39,646 | 16.26% | Q1 2026 | May 06, 2026 |
| Latigo Investments, LLC | History | No change | 278,590 | 27,059 | 13.48% | 13.16% | 211 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 277,678 | 26,970 | 0.02% | 0.02% | 212 | +48,862 | 21.35% | Q1 2026 | May 15, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 277,345 | 26,938 | 1.6% | 1.06% | 213 | +85,138 | 44.29% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 275,517 | 26,758 | 0.13% | 0.13% | 214 | +6,845 | 2.55% | Q1 2026 | May 15, 2026 |
| Capula Management Ltd | History | New | 275,230 | 26,733 | 0.19% | — | 215 | +275,230 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 274,578 | 26,669 | 0.3% | 0.33% | 216 | -1,663 | -0.6% | Q1 2026 | Apr 23, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 274,240 | 26,636 | 2.21% | 2.49% | 217 | -8,585 | -3.04% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 272,971 | 26,513 | 0.16% | 0.17% | 218 | -7,633 | -2.72% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 271,209 | 26,342 | 0.33% | 0.29% | 219 | +32,537 | 13.63% | Q1 2026 | Apr 28, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 272,879 | 26,204 | 2.38% | 2.46% | 220 | +23,258 | 9.32% | Q1 2026 | Apr 09, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 266,554 | 25,890 | 0.13% | 0.14% | 221 | -10,403 | -3.76% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Added to | 265,465 | 25,784 | 8.38% | 8.01% | 222 | +13,760 | 5.47% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 263,344 | 25,578 | 0.14% | 0.1% | 223 | +63,981 | 32.09% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 263,252 | 25,569 | 0.18% | 0.17% | 224 | +11,114 | 4.41% | Q1 2026 | May 15, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 259,409 | 25,196 | 13.66% | 14.18% | 225 | -2,499 | -0.95% | Q1 2026 | Apr 27, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 257,175 | 24,979 | 2.59% | 2.67% | 226 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Management, Inc. | History | Added to | 254,679 | 24,736 | 3.94% | 3.87% | 227 | +7,845 | 3.18% | Q1 2026 | Apr 16, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 252,096 | 24,489 | 1.88% | 2.48% | 228 | -64,373 | -20.34% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 250,840 | 24,364 | 0.21% | 0.18% | 229 | -8,708 | -3.36% | Q1 2026 | May 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 249,670 | 24,250 | 6.14% | 6.06% | 230 | +8,305 | 3.44% | Q1 2026 | Apr 10, 2026 |
| Napier Financial, LLC | History | Added to | 249,668 | 24,250 | 5.56% | 5.95% | 231 | +1,586 | 0.64% | Q1 2026 | May 05, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 249,625 | 24,246 | 1.41% | 1.44% | 232 | -3,091 | -1.22% | Q1 2026 | Apr 30, 2026 |
| Fluent Financial, LLC | History | Added to | 232,829 | 23,937 | 8.76% | 8.24% | 233 | +7,790 | 3.46% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 245,840 | 23,878 | 0.55% | 0.5% | 234 | +34,434 | 16.29% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 241,410 | 23,448 | 0.35% | 0.34% | 235 | +233 | 0.1% | Q1 2026 | May 05, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 240,523 | 23,361 | 2.73% | 2.49% | 236 | -37 | -0.02% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 239,853 | 23,296 | 0.36% | 0.39% | 237 | +6,254 | 2.68% | Q1 2026 | May 04, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 237,322 | 23,051 | 0.97% | 0.85% | 238 | -2,797 | -1.16% | Q1 2026 | Apr 28, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 237,040 | 23,023 | 1.07% | 0.88% | 239 | +30,865 | 14.97% | Q1 2026 | May 12, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 235,056 | 22,830 | 10.18% | 8.23% | 240 | +6,741 | 2.95% | Q1 2026 | May 06, 2026 |
| Portland Global Advisors LLC | History | Reduced | 233,458 | 22,675 | 2.42% | 2.46% | 241 | -5,540 | -2.32% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 229,843 | 22,324 | 0.11% | 0.12% | 242 | +5,082 | 2.26% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | New | 229,424 | 22,283 | 0.31% | — | 243 | +229,424 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 228,021 | 22,147 | 0.4% | 0.4% | 244 | +1,374 | 0.61% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Added to | 225,293 | 21,882 | 0.23% | 0.19% | 245 | +22,522 | 11.11% | Q1 2026 | May 15, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 225,137 | 21,867 | 10.99% | 11.0% | 246 | +1,929 | 0.86% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 224,382 | 21,794 | 0.27% | 0.29% | 247 | +14,996 | 7.16% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Added to | 219,048 | 21,276 | 0.27% | 0.26% | 248 | +468 | 0.21% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 216,731 | 21,051 | 0.25% | 0.24% | 249 | +635 | 0.29% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 442,789 | 20,858 | 0.13% | 0.26% | 250 | +45,402 | 11.43% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Added to | 214,639 | 20,847 | 1.98% | 1.29% | 251 | +66,746 | 45.13% | Q1 2026 | May 19, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 211,726 | 20,668 | 1.85% | 1.91% | 252 | -15,440 | -6.8% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Reduced | 212,406 | 20,630 | 2.45% | 3.86% | 253 | -155,016 | -42.19% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 211,711 | 20,563 | 0.1% | 0.09% | 254 | +7,478 | 3.66% | Q1 2026 | Apr 24, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 210,197 | 20,416 | 4.55% | 4.67% | 255 | -6,421 | -2.96% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 206,100 | 20,018 | 0.53% | 0.13% | 256 | +164,358 | 393.75% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 203,642 | 19,779 | 0.89% | 0.77% | 257 | +22,995 | 12.73% | Q1 2026 | Apr 21, 2026 |
| Jump Financial, LLC | History | Added to | 200,451 | 19,469 | 0.26% | 0.03% | 258 | +171,530 | 593.1% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 200,000 | 19,426 | 0.14% | — | 259 | +200,000 | New | Q1 2026 | May 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 198,969 | 19,325 | 4.31% | 3.37% | 260 | +48,499 | 32.23% | Q1 2026 | Apr 22, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | No change | 198,844 | 19,313 | 1.92% | 1.89% | 261 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 198,053 | 19,236 | 1.93% | 2.01% | 262 | -11,156 | -5.33% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 197,726 | 19,205 | 0.13% | 0.01% | 263 | +186,354 | 1638.71% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | Added to | 196,663 | 19,101 | 4.2% | 3.76% | 264 | +19,999 | 11.32% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | New | 193,408 | 18,785 | 0.0% | — | 265 | +193,408 | New | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 193,282 | 18,773 | 0.22% | 0.12% | 266 | +85,795 | 79.82% | Q1 2026 | Apr 24, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 192,930 | 18,739 | 3.27% | 3.25% | 267 | +286 | 0.15% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 191,586 | 18,608 | 0.05% | 0.05% | 268 | +6,267 | 3.38% | Q1 2026 | May 14, 2026 |
| EQ LLC | History | Added to | 190,917 | 18,543 | 5.22% | 3.86% | 269 | +51,452 | 36.89% | Q1 2026 | May 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 189,533 | 18,409 | 0.08% | 0.07% | 270 | +6,131 | 3.34% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 188,648 | 18,323 | 0.01% | 0.01% | 271 | +69,878 | 58.83% | Q1 2026 | May 14, 2026 |
| Constellation Investments, Inc. | History | No change | 188,431 | 18,302 | 0.61% | 0.56% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 188,310 | 18,290 | 0.62% | 0.63% | 273 | +1,261 | 0.67% | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 187,780 | 18,239 | 0.56% | 0.45% | 274 | +45,009 | 31.53% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 185,618 | 18,029 | 0.26% | 0.27% | 275 | +12,777 | 7.39% | Q1 2026 | May 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 185,218 | 17,990 | 2.18% | 2.13% | 276 | -6,347 | -3.31% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 184,378 | 17,909 | 0.27% | 0.25% | 277 | +9,980 | 5.72% | Q1 2026 | May 01, 2026 |
| Nuveen, LLC | History | Added to | 183,857 | 17,858 | 0.0% | 0.0% | 278 | +29,819 | 19.36% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 177,019 | 17,825 | 0.23% | 0.22% | 279 | +2,247 | 1.29% | Q1 2026 | May 06, 2026 |
| Lepercq De Neuflize Asset Management LLC | History | Reduced | 183,230 | 17,797 | 12.9% | 25.59% | 280 | -282,770 | -60.68% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | Added to | 183,136 | 17,788 | 4.23% | 3.8% | 281 | +19,275 | 11.76% | Q1 2026 | Apr 02, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 181,547 | 17,633 | 1.54% | 1.72% | 282 | -12,801 | -6.59% | Q1 2026 | Apr 07, 2026 |
| Calamos Wealth Management LLC | History | Added to | 181,127 | 17,592 | 0.61% | 0.55% | 283 | +15,746 | 9.52% | Q1 2026 | May 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 180,615 | 17,539 | 0.02% | 0.02% | 284 | +36,236 | 25.1% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 185,393 | 17,445 | 1.27% | 1.23% | 285 | +12,100 | 6.98% | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 179,232 | 17,408 | 0.27% | 0.25% | 286 | -1,269 | -0.7% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 175,958 | 17,090 | 0.27% | 0.19% | 287 | +42,993 | 32.33% | Q1 2026 | May 15, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 175,562 | 17,052 | 13.84% | 13.77% | 288 | +1,178 | 0.68% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 173,691 | 16,870 | 1.2% | 1.21% | 289 | -767 | -0.44% | Q1 2026 | Apr 28, 2026 |
| Ted Buchan & Co | History | Reduced | 172,884 | 16,792 | 6.1% | 6.11% | 290 | -533 | -0.31% | Q1 2026 | May 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 172,843 | 16,788 | 1.31% | 0.4% | 291 | +119,142 | 221.86% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 174,013 | 16,710 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 171,903 | 16,678 | 5.74% | 5.54% | 293 | +3,126 | 1.85% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 171,622 | 16,669 | 0.07% | 0.07% | 294 | -2,199 | -1.27% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 171,559 | 16,663 | 0.39% | 0.36% | 295 | +18,231 | 11.89% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 171,130 | 16,621 | 0.76% | 0.59% | 296 | +34,614 | 25.36% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 169,471 | 16,460 | 0.16% | 0.16% | 297 | +4,638 | 2.81% | Q1 2026 | Apr 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 168,702 | 16,386 | 1.47% | — | 298 | +168,702 | New | Q1 2026 | Apr 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 170,529 | 16,375 | 1.47% | 1.47% | 299 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 164,072 | 16,159 | 0.18% | 0.18% | 300 | -635 | -0.39% | Q1 2026 | Apr 28, 2026 |