iSHARES TRUST - EFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,399,811 | 2,494,666 | 0.67% | 0.09% | 1 | +19,741,068 | 742.5% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 7,906,644 | 880,562 | 0.23% | 0.07% | 2 | +5,750,000 | 266.62% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 4,761,305 | 530,266 | 0.03% | 0.02% | 3 | +2,151,529 | 82.44% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,708,538 | 524,389 | 0.04% | 0.03% | 4 | +1,221,082 | 35.01% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,299,898 | 462,928 | 0.22% | 0.27% | 5 | +424,666 | 10.96% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,433,094 | 369,606 | 0.02% | 0.02% | 6 | +1,202,454 | 53.91% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 2,308,868 | 257,139 | 0.44% | 0.41% | 7 | -65,618 | -2.76% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,208,206 | 245,927 | 0.26% | 0.12% | 8 | +1,227,595 | 125.19% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,048,874 | 228,183 | 1.78% | 0.22% | 9 | +1,816,260 | 780.8% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,839,954 | 204,915 | 1.13% | 0.05% | 10 | +1,724,366 | 1491.82% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,541,314 | 171,656 | 0.48% | 0.11% | 11 | +1,150,931 | 294.82% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,472,363 | 163,977 | 0.03% | 0.01% | 12 | +920,188 | 166.65% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,304,892 | 145,336 | 0.18% | 0.18% | 13 | -6,989 | -0.53% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,263,395 | 140,704 | 0.03% | 0.02% | 14 | +106,631 | 9.22% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,241,869 | 138,306 | 0.08% | 0.08% | 15 | +2,467 | 0.2% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,140,998 | 127,073 | 0.31% | 0.04% | 16 | +996,633 | 690.36% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,092,664 | 121,725 | 0.03% | 0.02% | 17 | +322,751 | 41.92% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 990,082 | 110,265 | 0.01% | 0.01% | 18 | -13,305 | -1.33% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 988,490 | 110,088 | 0.02% | 0.02% | 19 | +123,028 | 14.22% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 855,806 | 95,311 | 0.52% | 0.34% | 20 | +316,738 | 58.76% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 821,308 | 91,469 | 0.06% | 0.05% | 21 | +160,038 | 24.2% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 763,679 | 85,050 | 0.11% | 0.03% | 22 | +573,674 | 301.93% | Q1 2026 | Apr 27, 2026 |
| JB Capital LLC | History | Added to | 699,395 | 77,891 | 3.15% | 0.08% | 23 | +682,940 | 4150.35% | Q1 2026 | Apr 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 652,661 | 72,686 | 0.01% | 0.01% | 24 | -15,534 | -2.32% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 632,689 | 70,462 | 0.01% | 0.01% | 25 | +194,825 | 44.49% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 619,689 | 69,014 | 0.02% | 0.02% | 26 | -4,238 | -0.68% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 604,475 | 67,320 | 0.07% | 0.08% | 27 | -27,493 | -4.35% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 571,060 | 63,599 | 0.09% | 0.06% | 28 | +222,934 | 64.04% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 567,198 | 63,168 | 4.48% | 4.49% | 29 | +20,334 | 3.72% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 565,967 | 63,031 | 0.33% | 0.35% | 30 | +127,543 | 29.09% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 548,687 | 61,107 | 0.21% | 0.22% | 31 | -43,326 | -7.32% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 530,915 | 59,127 | 0.05% | 0.02% | 32 | +376,831 | 244.56% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 526,133 | 58,595 | 1.45% | 1.27% | 33 | +75,432 | 16.74% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 519,805 | 57,923 | 0.08% | 0.05% | 34 | +222,366 | 74.76% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 493,183 | 54,925 | 0.21% | — | 35 | +493,183 | New | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 490,483 | 54,641 | 0.34% | 0.01% | 36 | +476,533 | 3416.01% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 490,392 | 54,614 | 0.3% | 0.34% | 37 | -29,329 | -5.64% | Q1 2026 | May 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 486,256 | 54,154 | 5.17% | 5.34% | 38 | +914 | 0.19% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 457,586 | 52,128 | 3.37% | 3.37% | 39 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Savvy Advisors, Inc. | History | Added to | 464,300 | 51,709 | 1.38% | 0.66% | 40 | +285,999 | 160.4% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 454,353 | 50,601 | 1.14% | 1.18% | 41 | +3,553 | 0.79% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 440,596 | 49,069 | 0.37% | 0.41% | 42 | -38,199 | -7.98% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 397,314 | 44,248 | 0.06% | 0.06% | 43 | -10,973 | -2.69% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 390,440 | 43,482 | 0.08% | 0.06% | 44 | +126,305 | 47.82% | Q1 2026 | May 14, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 378,729 | 42,179 | 2.03% | 3.0% | 45 | -150,106 | -28.38% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 376,901 | 41,975 | 0.06% | 0.01% | 46 | +302,374 | 405.72% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 376,474 | 41,927 | 0.05% | 0.05% | 47 | +28,044 | 8.05% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 374,602 | 41,719 | 0.0% | 0.0% | 48 | +357,983 | 2154.06% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 348,184 | 38,777 | 0.59% | 0.55% | 49 | +31,420 | 9.92% | Q1 2026 | May 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 329,257 | 36,669 | 3.51% | 3.54% | 50 | +4,092 | 1.26% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 309,890 | 34,404 | 0.05% | 0.05% | 51 | -25,026 | -7.47% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 303,818 | 33,836 | 0.13% | 0.12% | 52 | +56,617 | 22.9% | Q1 2026 | Apr 30, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 290,554 | 33,776 | 2.19% | 0.68% | 53 | +201,557 | 226.48% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 291,374 | 32,450 | 2.13% | 2.09% | 54 | +10,126 | 3.6% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 286,592 | 31,917 | 0.36% | 0.04% | 55 | +256,440 | 850.49% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 285,530 | 31,800 | 0.08% | 0.04% | 56 | +166,280 | 139.44% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Reduced | 281,923 | 31,397 | 0.44% | 0.44% | 57 | -7,741 | -2.67% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 278,706 | 31,039 | 4.26% | 4.21% | 58 | +10,456 | 3.9% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 273,735 | 30,485 | 0.0% | 0.01% | 59 | -154,384 | -36.06% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 268,620 | 29,915 | 0.37% | 0.36% | 60 | +19,829 | 7.97% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 267,549 | 29,797 | 0.03% | 0.03% | 61 | +42,586 | 18.93% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 251,742 | 28,036 | 0.21% | 0.19% | 62 | +39,881 | 18.82% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 235,080 | 26,180 | 0.32% | 0.15% | 63 | +135,299 | 135.6% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 226,052 | 25,175 | 0.01% | 0.01% | 64 | -22,075 | -8.9% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 228,371 | 25,154 | 0.05% | 0.02% | 65 | +126,172 | 123.46% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Added to | 225,249 | 25,085 | 0.11% | 0.11% | 66 | +1,157 | 0.52% | Q1 2026 | May 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 215,672 | 24,019 | 5.3% | 5.04% | 67 | +16,557 | 8.32% | Q1 2026 | Apr 03, 2026 |
| Pathstone Holdings, LLC | History | Added to | 215,351 | 23,983 | 0.1% | 0.07% | 68 | +65,788 | 43.99% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 211,427 | 23,546 | 0.07% | 0.07% | 69 | +1,338 | 0.64% | Q1 2026 | May 13, 2026 |
| Covenant Partners, LLC | History | No change | 205,602 | 23,422 | 6.85% | 6.85% | 70 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 209,224 | 23,301 | 0.54% | 0.62% | 71 | -16,602 | -7.35% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 195,379 | 21,759 | 0.0% | 0.0% | 72 | +106,946 | 120.93% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 194,191 | 21,627 | 0.46% | 0.48% | 73 | -3,753 | -1.9% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 189,276 | 21,079 | 0.17% | 0.19% | 74 | +45,941 | 32.05% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 187,130 | 20,840 | 2.56% | 2.69% | 75 | -6,430 | -3.32% | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Added to | 184,473 | 20,544 | 0.01% | 0.01% | 76 | +32,437 | 21.34% | Q1 2026 | May 12, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 180,701 | 20,124 | 4.77% | 4.43% | 77 | +4,676 | 2.66% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 180,560 | 20,108 | 0.03% | 0.03% | 78 | +22,106 | 13.95% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 180,465 | 20,098 | 0.17% | 0.06% | 79 | +107,584 | 147.62% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 176,422 | 19,906 | 0.04% | 0.02% | 80 | +23,388 | 15.28% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 177,618 | 19,781 | 0.19% | 0.21% | 81 | -7,980 | -4.3% | Q1 2026 | May 08, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 173,883 | 19,365 | 0.82% | 0.77% | 82 | +9,791 | 5.97% | Q1 2026 | Apr 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 172,116 | 19,168 | 0.33% | 0.33% | 83 | +8,998 | 5.52% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 167,696 | 18,676 | 0.07% | 0.15% | 84 | -167,698 | -50.0% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 167,463 | 18,650 | 0.09% | 0.11% | 85 | -14,449 | -7.94% | Q1 2026 | May 14, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 162,784 | 18,129 | 5.31% | 5.09% | 86 | +15,992 | 10.89% | Q1 2026 | Apr 22, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 160,285 | 17,850 | 1.72% | 0.91% | 87 | +76,627 | 91.6% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 159,623 | 17,777 | 0.14% | 0.14% | 88 | +10,750 | 7.22% | Q1 2026 | May 01, 2026 |
| Stone House Investment Management, LLC | History | Added to | 159,096 | 17,718 | 3.17% | 0.27% | 89 | +143,759 | 937.33% | Q1 2026 | Apr 22, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 164,483 | 17,708 | 0.55% | 0.64% | 90 | -24,987 | -13.19% | Q1 2026 | May 11, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 158,138 | 17,611 | 2.47% | 2.26% | 91 | +14,745 | 10.28% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 155,640 | 17,333 | 0.28% | 0.11% | 92 | +99,315 | 176.32% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 146,533 | 16,660 | 0.16% | 0.13% | 93 | +37,225 | 34.06% | Q1 2026 | Apr 07, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 146,339 | 16,297 | 4.32% | 4.24% | 94 | +9,191 | 6.7% | Q1 2026 | May 12, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 145,434 | 16,196 | 4.25% | 2.77% | 95 | +55,104 | 61.0% | Q1 2026 | Apr 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 144,860 | 16,133 | 0.2% | 0.2% | 96 | +6,755 | 4.89% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 144,515 | 16,094 | 0.04% | 0.05% | 97 | -24,121 | -14.3% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 143,995 | 16,036 | 0.37% | 0.13% | 98 | +95,916 | 199.5% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 142,269 | 15,844 | 0.02% | 0.03% | 99 | -22,254 | -13.53% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 141,733 | 15,809 | 0.08% | 0.07% | 100 | +29,911 | 26.75% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 137,214 | 15,281 | 0.47% | 0.01% | 101 | +135,111 | 6424.68% | Q1 2026 | May 05, 2026 |
| Sharkey, Howes & Javer | History | Added to | 134,829 | 15,015 | 2.02% | 0.55% | 102 | +97,106 | 257.42% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 127,871 | 14,241 | 0.29% | 0.07% | 103 | +99,085 | 344.21% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 125,294 | 13,954 | 0.1% | 0.11% | 104 | +2,872 | 2.35% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 124,539 | 13,869 | 0.15% | 0.15% | 105 | +968 | 0.78% | Q1 2026 | May 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 123,400 | 13,743 | 1.55% | 1.5% | 106 | +1,173 | 0.96% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 122,668 | 13,661 | 0.1% | 0.1% | 107 | +4,900 | 4.16% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 117,702 | 13,108 | 3.75% | 0.22% | 108 | +112,759 | 2281.19% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 117,702 | 13,108 | 3.75% | 4.21% | 109 | -1,930 | -1.61% | Q1 2026 | May 13, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 117,578 | 13,094 | 11.08% | 10.77% | 110 | +974 | 0.84% | Q1 2026 | Apr 15, 2026 |
| Pacific Life Fund Advisors LLC | History | New | 116,400 | 12,963 | 1.49% | — | 111 | +116,400 | New | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | Reduced | 115,799 | 12,896 | 0.13% | 0.12% | 112 | -2,812 | -2.37% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 114,545 | 12,756 | 0.02% | 0.02% | 113 | -8,858 | -7.18% | Q1 2026 | May 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 114,116 | 12,709 | 1.21% | 1.13% | 114 | +13,822 | 13.78% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 111,217 | 12,386 | 0.26% | 0.07% | 115 | +84,126 | 310.53% | Q1 2026 | Apr 13, 2026 |
| PAX Financial Group, LLC | History | New | 110,422 | 12,297 | 2.1% | — | 116 | +110,422 | New | Q1 2026 | Apr 27, 2026 |
| MA Private Wealth | History | Reduced | 109,626 | 12,209 | 2.06% | 2.87% | 117 | -41,141 | -27.29% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 107,367 | 11,957 | 0.45% | 0.33% | 118 | +28,298 | 35.79% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 106,914 | 11,907 | 0.1% | 0.49% | 119 | -327,335 | -75.38% | Q1 2026 | May 14, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 106,682 | 11,881 | 3.13% | 3.21% | 120 | -1,066 | -0.99% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Services | History | Added to | 105,980 | 11,803 | 3.46% | 0.93% | 121 | +78,992 | 292.69% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 100,349 | 11,431 | 0.07% | 0.05% | 122 | +35,434 | 54.59% | Q1 2026 | May 15, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 102,470 | 11,412 | 3.33% | 3.6% | 123 | -5,444 | -5.04% | Q1 2026 | May 07, 2026 |
| Trek Financial, LLC | History | Added to | 102,394 | 11,403 | 0.61% | 0.1% | 124 | +87,048 | 567.24% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 101,151 | 11,265 | 1.11% | 0.1% | 125 | +91,969 | 1001.62% | Q1 2026 | May 14, 2026 |
| My Portfolio Guide, LLC | History | New | 100,918 | 11,239 | 6.22% | — | 126 | +100,918 | New | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 98,674 | 10,989 | 0.06% | 0.02% | 127 | +61,400 | 164.73% | Q1 2026 | May 08, 2026 |
| COURIER CAPITAL LLC | History | Added to | 97,657 | 10,876 | 0.61% | 0.56% | 128 | +10,047 | 11.47% | Q1 2026 | Apr 23, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 95,037 | 10,584 | 0.47% | 0.45% | 129 | +7,104 | 8.08% | Q1 2026 | May 05, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 94,559 | 10,531 | 0.53% | 0.67% | 130 | -19,921 | -17.4% | Q1 2026 | May 04, 2026 |
| LifeWealth Investments, LLC | History | Added to | 94,310 | 10,503 | 3.13% | 3.0% | 131 | +11,145 | 13.4% | Q1 2026 | Apr 20, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 94,053 | 10,474 | 0.44% | 0.4% | 132 | +11,716 | 14.23% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 92,724 | 10,326 | 0.29% | 0.32% | 133 | +1,234 | 1.35% | Q1 2026 | Apr 09, 2026 |
| Keebeck Wealth Management | History | Added to | 91,069 | 10,142 | 1.14% | 0.8% | 134 | +30,450 | 50.23% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | Added to | 89,980 | 10,021 | 1.78% | 1.66% | 135 | +10,078 | 12.61% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Added to | 88,751 | 9,884 | 0.36% | 0.32% | 136 | +9,776 | 12.38% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 88,751 | 9,884 | 1.29% | 1.33% | 137 | +9,776 | 12.38% | Q1 2026 | Apr 28, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 88,502 | 9,856 | 0.2% | 0.21% | 138 | -360 | -0.41% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 88,493 | 9,855 | 0.23% | 0.25% | 139 | -3,031 | -3.31% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 87,760 | 9,773 | 0.11% | 0.02% | 140 | +76,106 | 653.05% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 87,575 | 9,753 | 0.11% | 0.01% | 141 | +76,477 | 689.11% | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 84,506 | 9,411 | 0.37% | — | 142 | +84,506 | New | Q1 2026 | May 15, 2026 |
| SWMG, LLC | History | New | 84,284 | 9,386 | 2.68% | — | 143 | +84,284 | New | Q1 2026 | Apr 24, 2026 |
| COMMERCE BANK | History | Added to | 83,832 | 9,336 | 0.05% | 0.04% | 144 | +18,621 | 28.55% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 83,354 | 9,283 | 0.0% | 0.0% | 145 | +5,745 | 7.4% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Added to | 82,476 | 9,185 | 0.53% | 0.36% | 146 | +28,936 | 54.05% | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 82,172 | 9,151 | 0.53% | 0.05% | 147 | +74,488 | 969.39% | Q1 2026 | May 14, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 82,176 | 9,151 | 2.85% | 2.83% | 148 | +1,652 | 2.05% | Q1 2026 | Apr 29, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 82,114 | 9,145 | 2.78% | 2.54% | 149 | +10,790 | 15.13% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 81,877 | 9,118 | 0.15% | 0.05% | 150 | +55,942 | 215.7% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 80,821 | 9,001 | 0.07% | 0.03% | 151 | +37,525 | 86.67% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 80,678 | 8,985 | 0.0% | 0.0% | 152 | +3,498 | 4.53% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Added to | 80,408 | 8,955 | 1.07% | 1.15% | 153 | +1,134 | 1.43% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 78,617 | 8,938 | 0.15% | 0.01% | 154 | +73,096 | 1323.96% | Q1 2026 | May 14, 2026 |
| Legacy Financial Group LLC | History | New | 80,080 | 8,918 | 1.12% | — | 155 | +80,080 | New | Q1 2026 | May 04, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 80,010 | 8,910 | 3.66% | 3.69% | 156 | -2,102 | -2.56% | Q1 2026 | Apr 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 79,893 | 8,897 | 0.03% | 0.02% | 157 | -1,545 | -1.9% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 79,630 | 8,868 | 0.5% | 0.37% | 158 | +25,186 | 46.26% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 74,987 | 8,717 | 0.16% | 0.07% | 159 | +62,052 | 479.72% | Q1 2026 | May 01, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 77,526 | 8,634 | 2.69% | 0.79% | 160 | +54,434 | 235.73% | Q1 2026 | Apr 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 75,847 | 8,447 | 1.72% | 1.77% | 161 | -3,022 | -3.83% | Q1 2026 | Apr 15, 2026 |
| Wealthquest Corp | History | No change | 72,595 | 8,270 | 0.62% | 0.62% | 162 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 73,347 | 8,168 | 0.0% | 0.0% | 163 | -99,932 | -57.67% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Added to | 70,703 | 7,874 | 0.09% | 0.01% | 164 | +63,756 | 917.75% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 65,417 | 7,872 | 0.21% | 0.11% | 165 | +42,089 | 180.42% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 70,459 | 7,847 | 0.17% | 0.15% | 166 | +5,875 | 9.1% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 70,347 | 7,834 | 0.04% | 0.02% | 167 | +26,735 | 61.3% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 69,861 | 7,780 | 0.8% | 0.76% | 168 | +6,058 | 9.49% | Q1 2026 | May 11, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 69,242 | 7,711 | 0.65% | 3.18% | 169 | -291,485 | -80.8% | Q1 2026 | May 07, 2026 |
| Procyon Advisors, LLC | History | Added to | 69,134 | 7,699 | 0.38% | 0.37% | 170 | +2,829 | 4.27% | Q1 2026 | May 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 68,350 | 7,612 | 0.75% | 0.91% | 171 | -11,199 | -14.08% | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 66,739 | 7,602 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 67,118 | 7,474 | 0.01% | 0.0% | 173 | +64,244 | 2235.35% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | Added to | 64,897 | 7,227 | 0.0% | 0.0% | 174 | +1,429 | 2.25% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | New | 64,219 | 7,152 | 0.81% | — | 175 | +64,219 | New | Q1 2026 | May 13, 2026 |
| EQ LLC | History | Reduced | 63,583 | 7,081 | 1.99% | 2.14% | 176 | -1,514 | -2.33% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 63,417 | 7,062 | 0.16% | 0.03% | 177 | +58,803 | 1274.45% | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 63,393 | 7,060 | 0.13% | 0.13% | 178 | -198,795 | -75.82% | Q1 2026 | May 07, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 62,316 | 6,940 | 0.62% | 0.09% | 179 | +55,706 | 842.75% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 62,234 | 6,931 | 0.23% | 0.06% | 180 | +46,995 | 308.39% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 62,156 | 6,922 | 0.09% | 0.02% | 181 | +50,884 | 451.42% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 61,335 | 6,830 | 0.76% | 0.13% | 182 | +50,788 | 481.54% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 60,907 | 6,784 | 0.51% | 0.43% | 183 | -532 | -0.87% | Q1 2026 | May 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 60,690 | 6,759 | 1.75% | — | 184 | +60,690 | New | Q1 2026 | Apr 14, 2026 |
| Callan Family Office, LLC | History | Added to | 59,844 | 6,664 | 0.15% | 0.14% | 185 | +2,824 | 4.95% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 58,205 | 6,630 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 59,403 | 6,615 | 0.15% | 0.15% | 187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Added to | 58,771 | 6,545 | 2.82% | 0.86% | 188 | +41,669 | 243.65% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 53,184 | 6,507 | 0.45% | 0.52% | 189 | -9,198 | -14.74% | Q1 2026 | Apr 29, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 58,082 | 6,468 | 0.91% | 0.47% | 190 | +28,251 | 94.7% | Q1 2026 | Apr 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 57,920 | 6,450 | 0.81% | 0.6% | 191 | +17,305 | 42.61% | Q1 2026 | May 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 57,523 | 6,406 | 1.59% | 1.53% | 192 | +8,449 | 17.22% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 56,847 | 6,331 | 0.01% | 0.01% | 193 | +412 | 0.73% | Q1 2026 | May 14, 2026 |
| White Pine Investment CO | History | Added to | 56,460 | 6,288 | 1.46% | 1.5% | 194 | +683 | 1.22% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 56,216 | 6,260 | 0.07% | 0.07% | 195 | +791 | 1.43% | Q1 2026 | Apr 28, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 56,038 | 6,240 | 1.87% | 1.1% | 196 | +23,746 | 73.54% | Q1 2026 | Apr 20, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 55,961 | 6,232 | 0.42% | 0.39% | 197 | +4,448 | 8.63% | Q1 2026 | Apr 22, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 55,895 | 6,225 | 0.14% | 0.15% | 198 | -468 | -0.83% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 52,100 | 6,205 | 0.49% | 0.23% | 199 | +29,223 | 127.74% | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | Reduced | 55,046 | 6,130 | 0.12% | 0.11% | 200 | -4,278 | -7.21% | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 54,927 | 6,117 | 0.07% | 0.06% | 201 | +7,047 | 14.72% | Q1 2026 | May 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 54,775 | 6,100 | 0.86% | 0.93% | 202 | +3,526 | 6.88% | Q1 2026 | Apr 30, 2026 |
| Addison Capital Co | History | Added to | 52,663 | 5,864 | 1.04% | 1.22% | 203 | +9,932 | 23.24% | Q1 2026 | Apr 29, 2026 |
| Austin Private Wealth, LLC | History | No change | 50,154 | 5,713 | 0.42% | 0.42% | 204 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 51,263 | 5,709 | 0.74% | 0.68% | 205 | +161 | 0.32% | Q1 2026 | Apr 10, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 51,065 | 5,687 | 2.5% | 3.07% | 206 | -8,339 | -14.04% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 50,343 | 5,606 | 0.19% | 0.14% | 207 | +14,866 | 41.9% | Q1 2026 | Apr 07, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 50,083 | 5,577 | 4.62% | 2.28% | 208 | +26,671 | 113.92% | Q1 2026 | Apr 29, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 49,421 | 5,504 | 0.34% | 0.38% | 209 | -340 | -0.68% | Q1 2026 | Apr 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 49,005 | 5,457 | 0.35% | 0.37% | 210 | -1,019 | -2.04% | Q1 2026 | Apr 17, 2026 |
| Cobblestone Asset Management LLC | History | New | 48,639 | 5,416 | 2.44% | — | 211 | +48,639 | New | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 48,148 | 5,362 | 0.14% | 0.0% | 212 | +47,356 | 5979.29% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 49,537 | 5,333 | 0.34% | 0.18% | 213 | +16,116 | 48.22% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 47,372 | 5,275 | 0.09% | 0.05% | 214 | +19,671 | 71.01% | Q1 2026 | Apr 22, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 46,387 | 5,166 | 0.15% | 0.01% | 215 | +43,822 | 1708.46% | Q1 2026 | Apr 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 46,134 | 5,137 | 0.06% | 0.06% | 216 | +396 | 0.87% | Q1 2026 | May 01, 2026 |
| True Vision MN LLC | History | Added to | 45,748 | 5,094 | 2.63% | 0.31% | 217 | +40,439 | 761.71% | Q1 2026 | Apr 16, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 44,429 | 4,948 | 1.25% | — | 218 | +44,429 | New | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Added to | 44,400 | 4,944 | 0.05% | 0.01% | 219 | +40,352 | 996.84% | Q1 2026 | May 12, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 44,368 | 4,941 | 2.81% | — | 220 | +44,368 | New | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 43,495 | 4,844 | 0.29% | 0.31% | 221 | -1,387 | -3.09% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 43,407 | 4,834 | 0.1% | 0.1% | 222 | -765 | -1.73% | Q1 2026 | Apr 17, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 39,699 | 4,832 | 1.92% | 1.91% | 223 | -1,329 | -3.24% | Q1 2026 | Apr 27, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 43,247 | 4,816 | 3.7% | 0.48% | 224 | +37,864 | 703.4% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 42,691 | 4,754 | 0.23% | 0.19% | 225 | +7,683 | 21.95% | Q1 2026 | Apr 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 42,374 | 4,719 | 0.39% | 0.39% | 226 | -435 | -1.02% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 42,199 | 4,699 | 0.26% | 0.25% | 227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 42,166 | 4,696 | 0.89% | 0.85% | 228 | -1,939 | -4.4% | Q1 2026 | May 20, 2026 |
| Mosley Wealth Management | History | Added to | 40,792 | 4,645 | 2.1% | 2.17% | 229 | +181 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Breakwater Capital Group | History | Added to | 41,680 | 4,641 | 0.62% | 0.65% | 230 | +565 | 1.37% | Q1 2026 | Apr 20, 2026 |
| First Pacific Financial | History | Added to | 41,478 | 4,619 | 0.59% | 0.61% | 231 | +649 | 1.59% | Q1 2026 | Apr 23, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 40,694 | 4,532 | 1.34% | 1.4% | 232 | -84 | -0.21% | Q1 2026 | May 06, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 43,591 | 4,524 | 3.03% | 2.14% | 233 | +13,745 | 46.05% | Q1 2026 | May 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 40,448 | 4,504 | 0.77% | 1.07% | 234 | +99 | 0.25% | Q1 2026 | Apr 09, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 40,333 | 4,491 | 2.72% | 2.63% | 235 | +2,569 | 6.8% | Q1 2026 | Apr 27, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 40,319 | 4,490 | 1.31% | 1.35% | 236 | -304 | -0.75% | Q1 2026 | May 01, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 38,021 | 4,459 | 1.95% | 0.49% | 237 | +27,949 | 277.49% | Q1 2026 | May 04, 2026 |
| Hofer & Associates. Inc | History | Added to | 39,704 | 4,421 | 2.38% | 2.32% | 238 | +1,201 | 3.12% | Q1 2026 | Apr 21, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 39,191 | 4,364 | 1.25% | 0.19% | 239 | +33,246 | 559.23% | Q1 2026 | May 14, 2026 |
| Harbor Group, Inc. | History | Reduced | 38,902 | 4,332 | 0.63% | 0.67% | 240 | -588 | -1.49% | Q1 2026 | Apr 10, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 38,861 | 4,327 | 0.13% | 0.1% | 241 | +10,368 | 36.39% | Q1 2026 | Apr 24, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 38,817 | 4,323 | 0.91% | 0.87% | 242 | +2,628 | 7.26% | Q1 2026 | May 05, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 38,670 | 4,306 | 0.54% | 0.73% | 243 | -13,959 | -26.52% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Reduced | 38,551 | 4,293 | 0.19% | 0.2% | 244 | -579 | -1.48% | Q1 2026 | May 08, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 38,476 | 4,285 | 0.05% | 0.05% | 245 | -1,302 | -3.27% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 38,231 | 4,257 | 0.33% | 0.54% | 246 | -25,051 | -39.59% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 38,139 | 4,247 | 1.08% | 0.82% | 247 | +11,536 | 43.36% | Q1 2026 | Apr 29, 2026 |
| Key Capital Management, INC | History | Added to | 38,030 | 4,235 | 2.8% | 2.41% | 248 | +16,648 | 77.86% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,913 | 4,222 | 0.01% | 0.01% | 249 | +8,223 | 27.7% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 37,379 | 4,162 | 0.31% | 0.3% | 250 | +1,669 | 4.67% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 37,069 | 4,128 | 0.03% | 0.03% | 251 | -4,935 | -11.75% | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | Added to | 36,873 | 4,106 | 0.09% | 0.04% | 252 | +21,139 | 134.35% | Q1 2026 | May 04, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 36,306 | 4,043 | 0.24% | 0.22% | 253 | +5,010 | 16.01% | Q1 2026 | May 13, 2026 |
| Sagace Wealth Management LLC | History | Added to | 36,277 | 4,040 | 2.71% | 2.73% | 254 | +1,005 | 2.85% | Q1 2026 | Apr 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 36,107 | 4,021 | 0.1% | 0.11% | 255 | -39 | -0.11% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 35,840 | 3,991 | 0.09% | 0.1% | 256 | -578 | -1.59% | Q1 2026 | May 04, 2026 |
| Omega Financial Group, LLC | History | Added to | 35,195 | 3,919 | 1.27% | 1.32% | 257 | +69 | 0.2% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 34,837 | 3,879 | 0.13% | 0.17% | 258 | -7,906 | -18.5% | Q1 2026 | May 15, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 34,808 | 3,876 | 2.31% | 2.46% | 259 | -1,422 | -3.92% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 34,686 | 3,862 | 0.17% | 0.1% | 260 | +15,433 | 80.16% | Q1 2026 | Apr 28, 2026 |
| Net Worth Advisory Group | History | Added to | 34,018 | 3,788 | 0.79% | 0.77% | 261 | +731 | 2.2% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Added to | 33,997 | 3,786 | 0.17% | 0.05% | 262 | +24,415 | 254.8% | Q1 2026 | Apr 30, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 33,815 | 3,766 | 0.07% | 0.05% | 263 | +8,942 | 35.95% | Q1 2026 | May 14, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 33,781 | 3,762 | 1.53% | 0.48% | 264 | +23,907 | 242.12% | Q1 2026 | May 06, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 33,692 | 3,752 | 1.94% | 2.03% | 265 | +1,405 | 4.35% | Q1 2026 | Apr 21, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 33,458 | 3,726 | 1.74% | 1.64% | 266 | +3,481 | 11.61% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 31,009 | 3,707 | 0.49% | 0.1% | 267 | +25,801 | 495.41% | Q1 2026 | May 06, 2026 |
| W ADVISORS, LLC | History | Added to | 32,576 | 3,627 | 1.86% | 1.39% | 268 | +8,377 | 34.62% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 31,949 | 3,558 | 0.06% | 0.06% | 269 | +3,678 | 13.01% | Q1 2026 | Apr 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 31,949 | 3,558 | 0.08% | 0.1% | 270 | -2,939 | -8.42% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 31,696 | 3,529 | 0.09% | 0.08% | 271 | +6,779 | 27.21% | Q1 2026 | Apr 16, 2026 |
| Patten Group, Inc. | History | Added to | 31,598 | 3,519 | 0.61% | 0.61% | 272 | +2,520 | 8.67% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 31,506 | 3,508 | 0.09% | 0.18% | 273 | -27,948 | -47.01% | Q1 2026 | Apr 07, 2026 |
| McNaughton Wealth Management, LLC | History | New | 31,315 | 3,487 | 1.44% | — | 274 | +31,315 | New | Q1 2026 | Apr 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 31,260 | 3,481 | 0.14% | 0.12% | 275 | +2,242 | 7.73% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 32,098 | 3,455 | 0.12% | 0.23% | 276 | -20,549 | -39.03% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 31,010 | 3,453 | 0.2% | 0.22% | 277 | -3,197 | -9.35% | Q1 2026 | Apr 20, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 30,610 | 3,409 | 0.23% | 0.23% | 278 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 30,035 | 3,344 | 0.06% | 0.03% | 279 | +13,980 | 87.08% | Q1 2026 | Apr 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 29,857 | 3,325 | 1.19% | 1.28% | 280 | -1,455 | -4.65% | Q1 2026 | May 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 29,340 | 3,267 | 2.06% | 0.61% | 281 | +20,848 | 245.5% | Q1 2026 | Apr 07, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 29,212 | 3,253 | 0.12% | 0.23% | 282 | -23,850 | -44.95% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 29,096 | 3,240 | 0.02% | 0.02% | 283 | +318 | 1.11% | Q1 2026 | May 04, 2026 |
| Maia Wealth LLC | History | Reduced | 29,080 | 3,238 | 0.55% | 0.64% | 284 | -1,689 | -5.49% | Q1 2026 | May 08, 2026 |
| Disciplined Investments, LLC | History | Added to | 28,447 | 3,168 | 1.14% | 1.22% | 285 | +519 | 1.86% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 27,482 | 3,130 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 27,861 | 3,102 | 0.02% | 0.02% | 287 | +795 | 2.94% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 27,545 | 3,067 | 0.01% | 0.0% | 288 | +11,093 | 67.43% | Q1 2026 | May 06, 2026 |
| Lantz Financial LLC | History | Added to | 27,384 | 3,049 | 0.63% | 0.2% | 289 | +18,892 | 222.47% | Q1 2026 | Apr 09, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 26,962 | 3,002 | 2.85% | 2.95% | 290 | +630 | 2.39% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 26,658 | 2,968 | 0.22% | 0.5% | 291 | -36,346 | -57.69% | Q1 2026 | May 07, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 26,633 | 2,966 | 0.31% | 0.34% | 292 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Concorde Asset Management, LLC | History | No change | 25,970 | 2,958 | 1.18% | 1.18% | 293 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,484 | 2,949 | 0.04% | 0.03% | 294 | +10,727 | 68.08% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 26,428 | 2,943 | 0.02% | 0.02% | 295 | -451 | -1.68% | Q1 2026 | May 01, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 26,390 | 2,939 | 0.2% | 0.21% | 296 | -707 | -2.61% | Q1 2026 | May 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 26,133 | 2,910 | 0.79% | 0.57% | 297 | +8,186 | 45.61% | Q1 2026 | Apr 29, 2026 |
| West Wealth Group, LLC | History | Reduced | 26,097 | 2,906 | 0.57% | 1.22% | 298 | -25,612 | -49.53% | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | Reduced | 25,892 | 2,883 | 0.24% | 0.28% | 299 | -1,964 | -7.05% | Q1 2026 | Apr 22, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 25,558 | 2,846 | 1.0% | 1.41% | 300 | -9,214 | -26.5% | Q1 2026 | Apr 08, 2026 |