iSHARES TRUST - EFV
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 | 59,658,594 | 4,435,616 | 1.19% | 1.12% | 1 | +6,780,227 | 12.82% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 20,848,511 | 1,550,086 | 0.41% | 0.38% | 2 | +1,312,413 | 6.72% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Reduced | 16,987,705 | 1,263,035 | 0.07% | 0.06% | 3 | -46,701 | -0.27% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,973,824 | 1,038,980 | 1.26% | 1.19% | 4 | -232,836 | -1.64% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,400,498 | 969,660 | 0.06% | 0.06% | 5 | +109,638 | 0.82% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 11,968,016 | 889,822 | 0.05% | 0.05% | 6 | -17,878 | -0.15% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,342,735 | 768,982 | 0.06% | 0.05% | 7 | +736,906 | 7.67% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,441,607 | 536,130 | 0.26% | 0.29% | 8 | +671,437 | 9.92% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,885,302 | 511,904 | 0.12% | 0.08% | 9 | +1,801,094 | 35.43% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,862,784 | 435,898 | 3.41% | 3.58% | 10 | -45,428 | -0.77% | Q1 2026 | Apr 07, 2026 |
| Auto-Owners Insurance Co | History | No change | 4,588,000 | 341,117 | 7.14% | 6.88% | 11 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,243,307 | 315,489 | 1.75% | 1.86% | 12 | -3,156,966 | -42.66% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,937,150 | 292,727 | 0.81% | 0.78% | 13 | -543,790 | -12.14% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 3,915,091 | 291,086 | 0.31% | 0.3% | 14 | +20,907 | 0.54% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 3,823,550 | 273,039 | 0.09% | 0.1% | 15 | -677,082 | -15.04% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 3,522,247 | 261,879 | 2.28% | 0.62% | 16 | +2,638,485 | 298.55% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 3,235,923 | 240,590 | 0.04% | 0.03% | 17 | +289,371 | 9.82% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,044,443 | 226,354 | 0.13% | 0.12% | 18 | +85,803 | 2.9% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 3,030,442 | 225,313 | 0.59% | 1.06% | 19 | -2,473,244 | -44.94% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,802,917 | 208,396 | 3.22% | 3.02% | 20 | +241,682 | 9.44% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,716,112 | 201,942 | 0.32% | 0.3% | 21 | +41,039 | 1.53% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,699,497 | 200,709 | 0.04% | 0.04% | 22 | -421,421 | -13.5% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,699,024 | 200,672 | 0.5% | 0.44% | 23 | -2,142 | -0.08% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,525,627 | 187,780 | 0.04% | 0.03% | 24 | -80,081 | -3.07% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,481,489 | 184,498 | 0.03% | 0.03% | 25 | +87,482 | 3.65% | Q1 2026 | May 05, 2026 |
| Hamilton Capital, LLC | History | Reduced | 2,396,415 | 178,173 | 9.23% | 11.92% | 26 | -942,662 | -28.23% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,392,672 | 177,895 | 0.24% | 0.15% | 27 | +861,890 | 56.3% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,370,127 | 176,218 | 1.31% | 1.3% | 28 | +97,441 | 4.29% | Q1 2026 | Apr 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,259,093 | 167,963 | 0.65% | — | 29 | +2,259,093 | New | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 2,246,847 | 167,053 | 0.0% | 0.01% | 30 | -2,031,557 | -47.48% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,203,124 | 163,802 | 0.05% | 0.05% | 31 | -231,516 | -9.51% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,175,844 | 161,774 | 3.28% | 1.89% | 32 | +864,405 | 65.91% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Added to | 2,067,115 | 153,689 | 2.11% | 1.94% | 33 | +168,048 | 8.85% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,009,214 | 149,385 | 2.58% | 2.45% | 34 | +80,474 | 4.17% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,959,652 | 145,700 | 1.81% | 1.69% | 35 | +154,207 | 8.54% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,921,972 | 142,898 | 1.4% | 1.33% | 36 | +22,287 | 1.17% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,779,015 | 132,269 | 0.08% | 0.09% | 37 | -238,926 | -11.84% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,760,693 | 130,907 | 0.71% | 0.68% | 38 | +24,157 | 1.39% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,746,906 | 129,882 | 0.02% | 0.02% | 39 | +283,366 | 19.36% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,646,319 | 122,403 | 2.23% | 0.93% | 40 | +684,355 | 71.14% | Q1 2026 | May 07, 2026 |
| JB Capital LLC | History | Reduced | 1,609,766 | 119,686 | 4.83% | 4.85% | 41 | -53,405 | -3.21% | Q1 2026 | Apr 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,548,880 | 115,159 | 0.02% | 0.01% | 42 | +482,178 | 45.2% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,479,002 | 109,963 | 1.57% | 0.05% | 43 | +1,440,280 | 3719.54% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,477,400 | 109,844 | 0.15% | 0.18% | 44 | -369,023 | -19.99% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Reduced | 1,458,273 | 108,596 | 0.12% | 0.12% | 45 | -45,441 | -3.02% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,335,086 | 99,263 | 1.19% | 1.23% | 46 | -159,497 | -10.67% | Q1 2026 | May 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,297,475 | 96,467 | 2.46% | 2.48% | 47 | -44,758 | -3.33% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,277,140 | 94,955 | 0.09% | 0.08% | 48 | +30,728 | 2.47% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,237,051 | 92,033 | 0.13% | 0.12% | 49 | +90,722 | 7.91% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 1,203,411 | 89,473 | 0.43% | 0.52% | 50 | -68,430 | -5.38% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Reduced | 1,193,965 | 88,771 | 0.3% | 0.3% | 51 | -94,170 | -7.31% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,137,189 | 84,370 | 0.52% | 0.5% | 52 | -36,240 | -3.09% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 1,069,553 | 79,521 | 2.26% | 2.24% | 53 | -21,375 | -1.96% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,042,366 | 77,499 | 0.11% | 0.02% | 54 | +891,793 | 592.27% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,013,917 | 75,385 | 0.1% | 0.08% | 55 | +228,730 | 29.13% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 965,769 | 71,804 | 0.12% | 0.13% | 56 | -106,167 | -9.9% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 965,472 | 71,782 | 0.38% | 0.29% | 57 | +386,460 | 66.74% | Q1 2026 | May 15, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 956,754 | 71,134 | 3.43% | 3.87% | 58 | -131,090 | -12.05% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 929,760 | 69,127 | 0.37% | 0.43% | 59 | -120,979 | -11.51% | Q1 2026 | May 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 899,157 | 66,852 | 6.38% | 6.34% | 60 | -20,243 | -2.2% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 897,493 | 66,329 | 0.13% | 0.14% | 61 | -219,660 | -19.66% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 888,630 | 66,069 | 0.08% | 0.07% | 62 | +21,411 | 2.47% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 869,450 | 64,643 | 0.26% | 0.24% | 63 | -13,157 | -1.49% | Q1 2026 | May 11, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 853,000 | 63,420 | 5.98% | 5.83% | 64 | -42,000 | -4.69% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 817,002 | 60,744 | 0.16% | 0.15% | 65 | +17,841 | 2.23% | Q1 2026 | Apr 30, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 756,850 | 56,271 | 3.78% | 3.79% | 66 | -38,650 | -4.86% | Q1 2026 | Apr 28, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 737,659 | 54,844 | 12.85% | 12.15% | 67 | +14,682 | 2.03% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 731,227 | 52,981 | 1.31% | 1.19% | 68 | +40,713 | 5.9% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Reduced | 695,201 | 51,688 | 0.58% | 0.57% | 69 | -12,781 | -1.81% | Q1 2026 | May 05, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 636,575 | 48,226 | 3.13% | 2.95% | 70 | +16,419 | 2.65% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 660,825 | 47,189 | 3.51% | 3.51% | 71 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 587,855 | 43,706 | 2.94% | 3.54% | 72 | -133,239 | -18.48% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 579,503 | 43,086 | 1.92% | 1.83% | 73 | +11,139 | 1.96% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 564,162 | 41,945 | 0.06% | 0.03% | 74 | +244,558 | 76.52% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 552,353 | 41,067 | 0.0% | 0.0% | 75 | +37,195 | 7.22% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 530,638 | 39,452 | 0.05% | 0.05% | 76 | -26,902 | -4.83% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 529,666 | 39,380 | 0.07% | 0.07% | 77 | -15,051 | -2.76% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 529,018 | 39,332 | 0.15% | 0.14% | 78 | +53,847 | 11.33% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 524,454 | 38,993 | 0.04% | 0.04% | 79 | +38,157 | 7.85% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 517,474 | 38,815 | 0.08% | 0.03% | 80 | +171,265 | 49.47% | Q1 2026 | Apr 08, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 511,303 | 38,015 | 8.39% | 7.44% | 81 | +42,184 | 8.99% | Q1 2026 | Apr 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 505,687 | 37,597 | 0.07% | 0.06% | 82 | +220,592 | 77.37% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 505,340 | 37,572 | 0.28% | 0.29% | 83 | +4,841 | 0.97% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 504,891 | 37,538 | 0.52% | 0.5% | 84 | -26,374 | -4.96% | Q1 2026 | May 11, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 504,780 | 37,530 | 3.59% | 3.7% | 85 | -37,266 | -6.88% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 492,654 | 36,628 | 0.18% | 0.19% | 86 | -19,578 | -3.82% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 490,491 | 36,468 | 1.38% | 1.36% | 87 | -31,402 | -6.02% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 480,438 | 36,162 | 0.34% | 0.45% | 88 | -114,045 | -19.18% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 474,030 | 35,243 | 0.06% | 0.06% | 89 | +6,112 | 1.31% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 473,879 | 35,232 | 0.01% | 0.01% | 90 | +9,855 | 2.12% | Q1 2026 | May 13, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 460,558 | 34,242 | 3.93% | 4.72% | 91 | -180,684 | -28.18% | Q1 2026 | May 01, 2026 |
| Elgethun Capital Management | History | Added to | 457,396 | 34,007 | 5.62% | 5.61% | 92 | +2,400 | 0.53% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 449,782 | 33,441 | 0.67% | 0.52% | 93 | +89,678 | 24.9% | Q1 2026 | May 14, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 446,464 | 33,194 | 3.2% | 2.39% | 94 | +97,024 | 27.77% | Q1 2026 | May 05, 2026 |
| Ascent Group, LLC | History | Added to | 446,290 | 33,181 | 1.15% | 1.07% | 95 | +9,273 | 2.12% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 445,408 | 33,116 | 0.77% | 0.81% | 96 | -18,701 | -4.03% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 435,112 | 32,350 | 0.0% | 0.0% | 97 | +388,908 | 841.72% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 432,834 | 32,181 | 0.01% | 0.01% | 98 | +37,920 | 9.6% | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 424,349 | 31,550 | 4.42% | 4.1% | 99 | +9,202 | 2.22% | Q1 2026 | Apr 13, 2026 |
| Townsend & Associates, Inc | History | Reduced | 398,130 | 30,604 | 2.64% | 3.36% | 100 | -114,918 | -22.4% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 385,060 | 28,629 | 0.09% | 0.08% | 101 | -4,779 | -1.23% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 383,650 | 28,524 | 5.11% | 4.32% | 102 | -6,291 | -1.61% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 383,014 | 28,477 | 0.29% | 0.36% | 103 | -24,548 | -6.02% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 379,340 | 28,203 | 0.05% | 0.05% | 104 | -41,495 | -9.86% | Q1 2026 | May 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 371,785 | 27,642 | 0.86% | 0.85% | 105 | -5,498 | -1.46% | Q1 2026 | Apr 27, 2026 |
| Covenant Partners, LLC | History | No change | 380,699 | 27,185 | 7.95% | 7.95% | 106 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 364,701 | 27,115 | 0.56% | 0.15% | 107 | +265,793 | 268.73% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 355,107 | 26,402 | 0.23% | 0.2% | 108 | -24,941 | -6.56% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 348,591 | 25,917 | 0.4% | 0.36% | 109 | +16,563 | 4.99% | Q1 2026 | May 08, 2026 |
| EQ LLC | History | Added to | 347,480 | 25,835 | 7.28% | 6.79% | 110 | +17,516 | 5.31% | Q1 2026 | May 06, 2026 |
| One Capital Management, LLC | History | Added to | 345,574 | 25,693 | 0.7% | 0.04% | 111 | +326,480 | 1709.86% | Q1 2026 | May 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 338,521 | 25,169 | 3.39% | 3.79% | 112 | -79,018 | -18.92% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 332,334 | 24,709 | 0.45% | 0.44% | 113 | -15,523 | -4.46% | Q1 2026 | Apr 10, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 328,617 | 24,432 | 6.44% | 6.16% | 114 | -1,291 | -0.39% | Q1 2026 | Apr 20, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 327,574 | 24,355 | 0.74% | 0.85% | 115 | -36,879 | -10.12% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 322,068 | 23,945 | 0.26% | 0.11% | 116 | +182,033 | 129.99% | Q1 2026 | Apr 20, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 318,695 | 23,694 | 15.5% | 15.69% | 117 | -6,164 | -1.9% | Q1 2026 | May 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 315,844 | 23,495 | 1.76% | 1.43% | 118 | -14,239 | -4.31% | Q1 2026 | May 20, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 311,343 | 23,148 | 5.48% | 5.05% | 119 | -8,393 | -2.62% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 310,963 | 23,120 | 0.01% | 0.01% | 120 | +6,925 | 2.28% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 309,221 | 22,990 | 0.28% | 0.27% | 121 | +9,275 | 3.09% | Q1 2026 | Apr 20, 2026 |
| High Falls Advisors, Inc | History | No change | 321,564 | 22,962 | 4.65% | 4.65% | 122 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 306,738 | 22,805 | 1.33% | 1.37% | 123 | -19,003 | -5.83% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 306,706 | 22,804 | 0.11% | 0.11% | 124 | +10,921 | 3.69% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 298,813 | 22,216 | 0.36% | 0.37% | 125 | -17,833 | -5.63% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Added to | 286,610 | 21,309 | 3.63% | 3.4% | 126 | +10,107 | 3.66% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 285,911 | 21,257 | 0.17% | 0.25% | 127 | -7,143 | -2.44% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | New | 279,000 | 20,743 | 1.49% | — | 128 | +279,000 | New | Q1 2026 | May 15, 2026 |
| Valence8 US LP | History | Reduced | 277,964 | 20,666 | 7.22% | 7.61% | 129 | -81,709 | -22.72% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 271,794 | 20,207 | 0.48% | 0.48% | 130 | -4,847 | -1.75% | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 268,679 | 19,976 | 1.16% | 1.05% | 131 | +19,349 | 7.76% | Q1 2026 | Apr 30, 2026 |
| West Wealth Group, LLC | History | Reduced | 263,080 | 19,560 | 3.87% | 6.78% | 132 | -194,639 | -42.52% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | Reduced | 250,953 | 19,506 | 0.55% | 0.55% | 133 | -3,049 | -1.2% | Q1 2026 | Apr 14, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 260,346 | 19,356 | 12.87% | 13.4% | 134 | -21,953 | -7.78% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 259,551 | 19,297 | 0.16% | 0.14% | 135 | +12,866 | 5.22% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 269,685 | 19,258 | 1.24% | 1.24% | 136 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Trek Financial, LLC | History | Added to | 258,483 | 19,218 | 1.02% | 1.0% | 137 | +15,925 | 6.57% | Q1 2026 | May 13, 2026 |
| MA Private Wealth | History | Reduced | 257,409 | 19,138 | 3.24% | 4.75% | 138 | -141,021 | -35.39% | Q1 2026 | May 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 256,430 | 19,065 | 1.88% | 1.86% | 139 | -9,593 | -3.61% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 252,134 | 18,746 | 0.09% | 0.1% | 140 | -43,749 | -14.79% | Q1 2026 | Apr 24, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 250,449 | 18,620 | 15.58% | 6.74% | 141 | +103,821 | 70.81% | Q1 2026 | May 01, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 258,023 | 18,425 | 3.47% | 3.47% | 142 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Services | History | Reduced | 247,590 | 18,408 | 5.4% | 6.36% | 143 | -47,329 | -16.05% | Q1 2026 | May 06, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 239,807 | 17,829 | 0.9% | 0.99% | 144 | -32,149 | -11.82% | Q1 2026 | May 04, 2026 |
| GREENLEAF TRUST | History | Reduced | 239,563 | 17,811 | 0.17% | 0.16% | 145 | -6,322 | -2.57% | Q1 2026 | Apr 27, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 238,147 | 17,706 | 0.25% | 0.29% | 146 | +10 | 0.0% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 236,180 | 17,560 | 2.41% | 2.27% | 147 | +5,084 | 2.2% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Reduced | 234,801 | 17,457 | 0.94% | 0.9% | 148 | -3,643 | -1.53% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 234,711 | 17,450 | 5.44% | 5.23% | 149 | -2,951 | -1.24% | Q1 2026 | Apr 29, 2026 |
| Keebeck Wealth Management | History | Reduced | 233,006 | 17,323 | 1.95% | 1.97% | 150 | -5,673 | -2.38% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 241,613 | 17,253 | 0.31% | 0.31% | 151 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 229,247 | 17,044 | 0.01% | 0.01% | 152 | +11,252 | 5.16% | Q1 2026 | May 12, 2026 |
| hemming& Wealth Management, Inc. | History | Reduced | 228,561 | 16,993 | 11.86% | 11.33% | 153 | -3,306 | -1.43% | Q1 2026 | Apr 24, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 228,241 | 16,969 | 4.5% | 4.5% | 154 | -3,914 | -1.69% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 228,105 | 16,959 | 0.48% | 0.44% | 155 | -10,134 | -4.25% | Q1 2026 | Apr 28, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 227,474 | 16,912 | 0.45% | 0.41% | 156 | +5,448 | 2.45% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 225,781 | 16,786 | 0.54% | 0.68% | 157 | -62,267 | -21.62% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 223,792 | 16,527 | 0.02% | 0.02% | 158 | +1,765 | 0.79% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 214,929 | 16,437 | 2.25% | 3.68% | 159 | -126,335 | -37.02% | Q1 2026 | Apr 28, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 220,341 | 16,382 | 6.67% | 6.49% | 160 | -2,669 | -1.2% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 223,545 | 15,963 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elevated Financial Group LLC | History | Added to | 214,510 | 15,948 | 5.18% | 5.04% | 162 | +10,377 | 5.08% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 213,989 | 15,910 | 0.12% | 0.11% | 163 | +15,644 | 7.89% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 213,629 | 15,883 | 0.05% | 0.03% | 164 | +34,525 | 19.28% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 208,157 | 15,769 | 0.28% | 0.47% | 165 | +68,237 | 48.77% | Q1 2026 | May 01, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 220,550 | 15,749 | 4.61% | 4.61% | 166 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CITIGROUP INC | History | Added to | 210,806 | 15,673 | 0.01% | 0.01% | 167 | +35,008 | 19.91% | Q1 2026 | May 11, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 206,400 | 15,345 | 0.53% | — | 168 | +206,400 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 206,293 | 15,337 | 0.36% | 0.75% | 169 | -225,351 | -52.21% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 206,244 | 15,334 | 2.0% | 2.11% | 170 | -32,658 | -13.67% | Q1 2026 | May 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 203,486 | 15,129 | 2.04% | 1.98% | 171 | -1,091 | -0.53% | Q1 2026 | Apr 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 203,162 | 15,105 | 0.87% | 0.84% | 172 | +6,283 | 3.19% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 201,774 | 15,001 | 4.29% | 0.21% | 173 | +194,173 | 2554.57% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 201,774 | 15,001 | 4.29% | 4.58% | 174 | -5,955 | -2.87% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 200,405 | 14,900 | 0.08% | 0.08% | 175 | -5,754 | -2.79% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 199,828 | 14,857 | 0.58% | 0.54% | 176 | +131,335 | 191.75% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 199,086 | 14,802 | 0.08% | 0.08% | 177 | -12,056 | -5.71% | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 199,039 | 14,798 | 2.09% | 2.41% | 178 | -44,771 | -18.36% | Q1 2026 | Apr 15, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 199,035 | 14,798 | 4.61% | 3.88% | 179 | +17,927 | 9.9% | Q1 2026 | Apr 17, 2026 |
| Stonebrook Private Inc. | History | Reduced | 197,745 | 14,702 | 3.13% | 4.16% | 180 | -80,787 | -29.0% | Q1 2026 | May 11, 2026 |
| SWMG, LLC | History | Reduced | 196,969 | 14,644 | 4.18% | 4.26% | 181 | -168 | -0.09% | Q1 2026 | Apr 24, 2026 |
| Brookstone Capital Management | History | Added to | 196,608 | 14,617 | 0.17% | 0.15% | 182 | +10,067 | 5.4% | Q1 2026 | Apr 16, 2026 |
| Apeiron RIA LLC | History | Reduced | 193,487 | 14,385 | 3.33% | 3.05% | 183 | -6,344 | -3.17% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 193,108 | 14,357 | 0.11% | 0.1% | 184 | -572 | -0.3% | Q1 2026 | May 11, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 191,970 | 14,272 | 1.78% | 2.51% | 185 | -95,558 | -33.23% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Added to | 191,831 | 14,262 | 0.3% | 0.26% | 186 | +16,202 | 9.23% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 191,713 | 14,253 | 0.23% | 0.23% | 187 | +4,461 | 2.38% | Q1 2026 | Apr 22, 2026 |
| Legacy Financial Group LLC | History | Reduced | 190,167 | 14,138 | 1.78% | 1.82% | 188 | -337 | -0.18% | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | Added to | 189,695 | 14,103 | 1.27% | 1.21% | 189 | +13,083 | 7.41% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 188,993 | 14,051 | 1.45% | 1.31% | 190 | +12,715 | 7.21% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 178,665 | 14,044 | 0.97% | 1.44% | 191 | -98,234 | -35.48% | Q1 2026 | Apr 29, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 187,837 | 13,965 | 0.32% | 0.31% | 192 | +375 | 0.2% | Q1 2026 | May 12, 2026 |
| CSM Advisors, LLC | History | Added to | 187,565 | 13,947 | 0.34% | 0.35% | 193 | +6,508 | 3.59% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 185,208 | 13,940 | 0.24% | 0.17% | 194 | +53,325 | 40.43% | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | Added to | 185,312 | 13,777 | 5.81% | 5.56% | 195 | +4,109 | 2.27% | Q1 2026 | Apr 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 184,749 | 13,736 | 1.31% | 1.56% | 196 | +21,007 | 12.83% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 183,047 | 13,609 | 0.18% | 0.17% | 197 | +12,426 | 7.28% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 179,578 | 13,351 | 0.95% | 0.98% | 198 | -10,215 | -5.38% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | Added to | 179,248 | 13,327 | 3.56% | 3.87% | 199 | +8,077 | 4.72% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | Added to | 178,150 | 13,245 | 5.71% | 5.52% | 200 | +2,946 | 1.68% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 176,447 | 13,118 | 0.15% | 0.15% | 201 | -12,696 | -6.71% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 180,907 | 12,918 | 0.63% | 0.61% | 202 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 171,308 | 12,736 | 1.01% | 1.5% | 203 | -49,168 | -22.3% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 171,167 | 12,726 | 0.8% | 0.76% | 204 | -713 | -0.41% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 169,026 | 12,567 | 0.93% | 0.89% | 205 | -436 | -0.26% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 166,701 | 12,396 | 0.33% | 0.24% | 206 | +47,705 | 40.09% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 165,599 | 12,312 | 0.7% | 0.68% | 207 | +5,988 | 3.75% | Q1 2026 | Apr 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 162,787 | 12,134 | 1.52% | 1.24% | 208 | +27,946 | 20.73% | Q1 2026 | May 12, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 161,152 | 11,981 | 1.47% | 1.47% | 209 | -7,226 | -4.29% | Q1 2026 | Apr 10, 2026 |
| LifeWealth Investments, LLC | History | Added to | 160,908 | 11,963 | 3.57% | 3.26% | 210 | +16,843 | 11.69% | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | Reduced | 158,685 | 11,798 | 2.0% | 2.45% | 211 | -23,438 | -12.87% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 157,669 | 11,722 | 0.19% | 0.15% | 212 | +46,120 | 41.35% | Q1 2026 | May 18, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 156,524 | 11,637 | 0.39% | 0.3% | 213 | +35,008 | 28.81% | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 155,926 | 11,593 | 3.01% | 2.97% | 214 | -3,278 | -2.06% | Q1 2026 | Apr 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 153,190 | 11,390 | 3.1% | 2.88% | 215 | +9,235 | 6.42% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 152,689 | 11,352 | 1.58% | 2.68% | 216 | -116,685 | -43.32% | Q1 2026 | Apr 24, 2026 |
| Sovran Advisors, LLC | History | Added to | 145,900 | 11,320 | 0.89% | 0.91% | 217 | +361 | 0.25% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Reduced | 151,649 | 11,275 | 0.46% | 0.4% | 218 | -6,905 | -4.35% | Q1 2026 | Apr 27, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 150,468 | 11,187 | 1.55% | 1.23% | 219 | +27,013 | 21.88% | Q1 2026 | Apr 21, 2026 |
| Shum Financial Group, Inc. | History | Added to | 150,162 | 11,164 | 7.89% | 7.58% | 220 | +2,776 | 1.88% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 148,219 | 11,020 | 0.99% | 0.8% | 221 | +51,141 | 52.68% | Q1 2026 | May 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 148,063 | 11,008 | 3.34% | 2.93% | 222 | +16,973 | 12.95% | Q1 2026 | Apr 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 147,177 | 10,942 | 0.01% | 0.01% | 223 | +60,632 | 70.06% | Q1 2026 | May 12, 2026 |
| Invst, LLC | History | Reduced | 146,107 | 10,863 | 1.23% | 1.26% | 224 | -16,027 | -9.89% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 146,008 | 10,855 | 0.29% | 0.31% | 225 | -21,712 | -12.95% | Q1 2026 | May 14, 2026 |
| Security Financial Services, INC. | History | No change | 152,022 | 10,855 | 1.7% | 1.7% | 226 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 143,712 | 10,685 | 0.65% | 0.63% | 227 | +407 | 0.28% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 143,410 | 10,662 | 1.19% | 1.3% | 228 | -21,697 | -13.14% | Q1 2026 | May 01, 2026 |
| McLean Asset Management Corp | History | Reduced | 139,822 | 10,395 | 1.82% | 1.87% | 229 | -2,155 | -1.52% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 139,440 | 10,367 | 0.0% | — | 230 | +139,440 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 137,801 | 10,245 | 0.04% | 0.04% | 231 | -419 | -0.3% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 135,999 | 10,111 | 4.16% | 4.04% | 232 | -7,505 | -5.23% | Q1 2026 | Apr 23, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 135,365 | 10,064 | 0.75% | 0.74% | 233 | -3,979 | -2.86% | Q1 2026 | May 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 134,908 | 10,030 | 0.42% | 0.4% | 234 | +715 | 0.53% | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 134,031 | 9,965 | 0.0% | 0.0% | 235 | +4,778 | 3.7% | Q1 2026 | May 14, 2026 |
| Select Asset Management & Trust | History | New | 133,579 | 9,931 | 3.1% | — | 236 | +133,579 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 129,712 | 9,644 | 0.16% | 0.17% | 237 | -15,967 | -10.96% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 129,589 | 9,634 | 0.59% | 0.6% | 238 | -4,362 | -3.26% | Q1 2026 | Apr 13, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 126,810 | 9,428 | 2.91% | 4.38% | 239 | -76,750 | -37.7% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 126,343 | 9,393 | 0.32% | 0.31% | 240 | +2,840 | 2.3% | Q1 2026 | Apr 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 126,124 | 9,377 | 0.22% | 0.2% | 241 | +69,282 | 121.89% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 124,520 | 9,258 | 0.02% | 0.12% | 242 | -708,315 | -85.05% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Reduced | 117,263 | 9,218 | 0.14% | 0.17% | 243 | -4,892 | -4.0% | Q1 2026 | Apr 20, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 123,893 | 9,211 | 2.98% | 4.1% | 244 | -49,645 | -28.61% | Q1 2026 | May 01, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 123,242 | 9,163 | 0.26% | 0.28% | 245 | -15,966 | -11.47% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 123,115 | 9,153 | 0.33% | 0.35% | 246 | -7,242 | -5.56% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Reduced | 122,080 | 9,076 | 0.11% | 0.11% | 247 | -2,102 | -1.69% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 114,794 | 8,963 | 0.24% | 0.33% | 248 | +6,729 | 6.23% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 119,881 | 8,913 | 0.3% | 0.3% | 249 | -3,808 | -3.08% | Q1 2026 | Apr 22, 2026 |
| Lansing Street Advisors | History | Added to | 119,540 | 8,887 | 2.24% | 1.96% | 250 | +12,152 | 11.32% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 118,845 | 8,836 | 0.17% | 0.19% | 251 | -19,927 | -14.36% | Q1 2026 | Apr 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 116,996 | 8,698 | 1.35% | 1.23% | 252 | +12,321 | 11.77% | Q1 2026 | May 06, 2026 |
| Callan Family Office, LLC | History | Reduced | 116,677 | 8,674 | 0.2% | 0.18% | 253 | -1,305 | -1.11% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 115,719 | 8,603 | 0.52% | 0.51% | 254 | +2,265 | 2.0% | Q1 2026 | Apr 23, 2026 |
| Kelly Financial Services LLC | History | Reduced | 115,336 | 8,543 | 2.06% | 3.56% | 255 | -83,361 | -41.95% | Q1 2026 | Apr 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 114,673 | 8,525 | 1.45% | 1.44% | 256 | -82 | -0.07% | Q1 2026 | Apr 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Reduced | 113,822 | 8,462 | 7.01% | 6.97% | 257 | -548 | -0.48% | Q1 2026 | Apr 29, 2026 |
| Capital Advantage, Inc. | History | Reduced | 113,218 | 8,417 | 1.1% | 1.1% | 258 | -664 | -0.58% | Q1 2026 | Apr 10, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 113,003 | 8,401 | 6.49% | 4.14% | 259 | +35,787 | 46.35% | Q1 2026 | Apr 20, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 112,952 | 8,397 | 3.02% | 1.87% | 260 | +40,788 | 56.52% | Q1 2026 | Apr 14, 2026 |
| 1ST SOURCE BANK | History | Reduced | 111,787 | 8,311 | 0.43% | 0.43% | 261 | -2,532 | -2.21% | Q1 2026 | May 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 110,709 | 8,231 | 2.07% | 2.34% | 262 | +8,727 | 8.56% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 114,832 | 8,200 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 109,486 | 8,140 | 0.18% | 0.27% | 264 | -58,624 | -34.87% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 108,927 | 8,098 | 0.29% | 0.44% | 265 | -67,462 | -38.25% | Q1 2026 | Apr 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 108,909 | 8,097 | 0.45% | 0.42% | 266 | +3,811 | 3.63% | Q1 2026 | Apr 23, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 108,676 | 8,080 | 0.24% | 0.25% | 267 | -9,592 | -8.11% | Q1 2026 | Apr 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 106,903 | 7,948 | 0.49% | 0.51% | 268 | +490 | 0.46% | Q1 2026 | Apr 28, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 106,795 | 7,940 | 4.52% | — | 269 | +106,795 | New | Q1 2026 | May 11, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 143,571 | 7,810 | 5.24% | 6.64% | 270 | -4,335 | -2.93% | Q1 2026 | May 13, 2026 |
| True Vision MN LLC | History | Added to | 104,946 | 7,802 | 4.02% | 3.63% | 271 | +5,001 | 5.0% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 101,434 | 7,631 | 0.02% | 0.03% | 272 | +41,302 | 68.69% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 102,270 | 7,603 | 0.87% | 0.8% | 273 | +1,470 | 1.46% | Q1 2026 | May 11, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 101,761 | 7,565 | 2.22% | 2.25% | 274 | -1,766 | -1.71% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 101,000 | 7,509 | 0.41% | 0.37% | 275 | +3,255 | 3.33% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 100,149 | 7,446 | 0.06% | 0.05% | 276 | +4,849 | 5.09% | Q1 2026 | May 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 100,138 | 7,445 | 5.72% | 5.6% | 277 | +637 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 98,961 | 7,357 | 2.46% | 2.33% | 278 | +703 | 0.72% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 98,780 | 7,344 | 0.08% | 0.08% | 279 | +750 | 0.77% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | Added to | 98,773 | 7,343 | 0.08% | 0.01% | 280 | +93,250 | 1688.39% | Q1 2026 | May 12, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 98,661 | 7,335 | 3.56% | 3.28% | 281 | +6,682 | 7.26% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 97,378 | 7,240 | 0.12% | 0.12% | 282 | +462 | 0.48% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 96,568 | 7,179 | 1.18% | 1.07% | 283 | +2,529 | 2.69% | Q1 2026 | Apr 16, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 96,298 | 7,159 | 0.2% | 0.19% | 284 | +235 | 0.24% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 96,240 | 7,155 | 0.02% | 0.03% | 285 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 96,156 | 7,149 | 0.14% | 0.12% | 286 | -5,666 | -5.56% | Q1 2026 | Apr 22, 2026 |
| Mosley Wealth Management | History | Added to | 104,944 | 7,118 | 3.22% | 3.26% | 287 | +540 | 0.52% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 93,723 | 6,968 | 2.0% | 1.99% | 288 | -3,594 | -3.69% | Q1 2026 | May 14, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 93,379 | 6,942 | 5.06% | 4.72% | 289 | +1,865 | 2.04% | Q1 2026 | Apr 21, 2026 |
| M1 Capital Management LLC | History | Reduced | 92,715 | 6,893 | 3.18% | 3.93% | 290 | -39,005 | -29.61% | Q1 2026 | May 08, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 92,637 | 6,887 | 4.57% | 4.47% | 291 | -157 | -0.17% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 91,247 | 6,784 | 0.1% | 0.16% | 292 | -56,686 | -38.32% | Q1 2026 | May 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 87,487 | 6,701 | 2.93% | 2.78% | 293 | -4,029 | -4.4% | Q1 2026 | May 04, 2026 |
| Lantz Financial LLC | History | Added to | 89,694 | 6,668 | 1.38% | 1.32% | 294 | +2,099 | 2.4% | Q1 2026 | Apr 09, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 88,812 | 6,603 | 2.69% | 2.79% | 295 | -4,130 | -4.44% | Q1 2026 | May 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 87,915 | 6,536 | 1.74% | 1.68% | 296 | -1,043 | -1.17% | Q1 2026 | Apr 16, 2026 |
| Clifford Group, LLC | History | Added to | 85,924 | 6,388 | 4.92% | 4.68% | 297 | +967 | 1.14% | Q1 2026 | May 15, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 85,635 | 6,366 | 2.63% | 1.53% | 298 | +33,570 | 64.48% | Q1 2026 | Apr 08, 2026 |
| Noble Family Wealth, LLC | History | Added to | 85,453 | 6,353 | 1.31% | 1.21% | 299 | +5,248 | 6.54% | Q1 2026 | Apr 23, 2026 |
| Causey Wealth LLC | History | Reduced | 85,239 | 6,337 | 2.69% | 3.05% | 300 | -2,327 | -2.66% | Q1 2026 | May 12, 2026 |