iShares, Inc. - EIS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | New | 458,292 | 53,180 | 0.01% | — | 1 | +458,292 | New | Q1 2026 | May 12, 2026 |
| Korea Investment CORP | History | Added to | 436,085 | 50,603 | 0.1% | 0.09% | 2 | +25,853 | 6.3% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | New | 179,039 | 20,775 | 0.0% | — | 3 | +179,039 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 144,496 | 16,767 | 0.0% | 0.0% | 4 | +6,452 | 4.67% | Q1 2026 | May 15, 2026 |
| Pioneer Family Office, LLC | History | Added to | 115,299 | 13,378 | 8.59% | 2.27% | 5 | +84,789 | 277.91% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 109,269 | 12,679 | 0.0% | 0.0% | 6 | +105,394 | 2719.85% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 78,219 | 9,934 | 0.78% | 0.27% | 7 | +50,234 | 179.5% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 82,956 | 9,626 | 0.0% | 0.0% | 8 | +13,675 | 19.74% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 60,056 | 6,968 | 0.0% | 0.0% | 9 | +35,267 | 142.27% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 59,326 | 6,884 | 0.0% | 0.0% | 10 | +13,895 | 30.58% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 41,287 | 4,790 | 0.16% | 0.18% | 11 | -6,378 | -13.38% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,780 | 4,616 | 0.06% | 0.01% | 12 | +33,284 | 512.38% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Reduced | 36,071 | 4,185 | 1.05% | 1.0% | 13 | -391 | -1.07% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 34,565 | 4,011 | 0.0% | 0.0% | 14 | +6,841 | 24.68% | Q1 2026 | May 15, 2026 |
| NewSquare Capital LLC | History | Added to | 33,191 | 3,851 | 0.33% | 0.1% | 15 | +23,321 | 236.28% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 32,749 | 3,800 | 0.0% | 0.0% | 16 | -25,383 | -43.66% | Q1 2026 | May 06, 2026 |
| NEPC LLC | History | No change | 31,069 | 3,605 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 28,782 | 3,340 | 0.11% | 0.05% | 18 | +13,986 | 94.53% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 28,063 | 3,260 | 0.0% | 0.0% | 19 | -599 | -2.09% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 26,910 | 3,122 | 0.0% | 0.0% | 20 | +8,463 | 45.88% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 26,622 | 3,089 | 0.02% | 0.02% | 21 | -4,711 | -15.04% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,568 | 3,082 | 0.0% | 0.0% | 22 | +3,324 | 14.3% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 25,223 | 2,926 | 0.01% | 0.01% | 23 | -5,790 | -18.67% | Q1 2026 | May 04, 2026 |
| DRW Securities, LLC | History | New | 21,056 | 2,443 | 0.03% | — | 24 | +21,056 | New | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,948 | 2,389 | 0.02% | 0.01% | 25 | -2,393 | -17.94% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Reduced | 18,424 | 2,137 | 0.12% | 0.13% | 26 | -2,464 | -11.8% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,016 | 2,090 | 0.0% | — | 27 | +18,016 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 15,076 | 1,749 | 0.01% | 0.0% | 28 | +9,281 | 160.16% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,013 | 1,742 | 0.0% | 0.0% | 29 | +144 | 0.97% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,430 | 1,674 | 0.0% | 0.0% | 30 | -11,132 | -43.55% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,469 | 1,562 | 0.02% | — | 31 | +13,469 | New | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 13,229 | 1,535 | 0.07% | 0.06% | 32 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 13,090 | 1,518 | 0.03% | 0.02% | 33 | +2,039 | 18.45% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,924 | 1,500 | 0.0% | 0.0% | 34 | -8,942 | -40.89% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 12,755 | 1,480 | 0.01% | 0.01% | 35 | +1,365 | 11.98% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,571 | 1,342 | 0.0% | 0.0% | 36 | +10,580 | 1067.61% | Q1 2026 | May 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 11,086 | 1,286 | 0.26% | 0.26% | 37 | -691 | -5.87% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,003 | 1,276 | 0.01% | 0.0% | 38 | +4,535 | 70.11% | Q1 2026 | May 15, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 10,979 | 1,274 | 0.48% | 0.31% | 39 | -691 | -5.92% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,689 | 1,240 | 0.0% | 0.0% | 40 | +3,730 | 53.6% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 9,617 | 1,115 | 0.0% | 0.0% | 41 | -1,173 | -10.87% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 9,264 | 1,074 | 0.05% | 0.07% | 42 | -4,221 | -31.3% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,858 | 1,027 | 0.0% | 0.0% | 43 | +3,348 | 60.76% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 8,688 | 1,008 | 0.05% | 0.01% | 44 | +6,630 | 322.16% | Q1 2026 | May 13, 2026 |
| RVW Wealth, LLC | History | Added to | 8,302 | 963 | 0.08% | 0.07% | 45 | +520 | 6.68% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,348 | 852 | 0.0% | 0.0% | 46 | +745 | 11.28% | Q1 2026 | May 12, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 6,925 | 803 | 0.08% | 0.07% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 6,866 | 796 | 0.0% | 0.0% | 48 | +5,715 | 496.52% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 6,327 | 734 | 0.0% | 0.0% | 49 | +2,227 | 54.32% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,892 | 692 | 0.0% | 0.0% | 50 | +4,012 | 213.4% | Q1 2026 | May 12, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 5,689 | 670 | 0.15% | — | 51 | +5,689 | New | Q1 2026 | Apr 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 5,552 | 644 | 0.01% | 0.01% | 52 | -991 | -15.15% | Q1 2026 | May 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,550 | 644 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | New | 5,453 | 632 | 0.02% | — | 54 | +5,453 | New | Q1 2026 | May 13, 2026 |
| TRUST CO OF OKLAHOMA | History | New | 5,036 | 584 | 0.17% | — | 55 | +5,036 | New | Q1 2026 | Apr 20, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 4,496 | 521 | 0.55% | 0.51% | 56 | +291 | 6.92% | Q1 2026 | May 04, 2026 |
| Texas Yale Capital Corp. | History | No change | 4,470 | 518 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 4,401 | 510 | 0.0% | 0.0% | 58 | +138 | 3.24% | Q1 2026 | May 13, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 4,330 | 502 | 0.05% | 0.05% | 59 | +165 | 3.96% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,310 | 500 | 0.0% | 0.0% | 60 | -456 | -9.57% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 4,288 | 490 | 0.0% | 0.0% | 61 | +1,951 | 83.48% | Q1 2026 | May 13, 2026 |
| Calydon Capital | History | New | 4,120 | 478 | 0.08% | — | 62 | +4,120 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,112 | 477 | 0.01% | 0.01% | 63 | -436 | -9.59% | Q1 2026 | Apr 20, 2026 |
| Wealth Care LLC | History | New | 4,106 | 476 | 0.42% | — | 64 | +4,106 | New | Q1 2026 | Apr 24, 2026 |
| Rinkey Investments | History | Added to | 4,075 | 472 | 0.12% | 0.05% | 65 | +2,228 | 120.63% | Q1 2026 | May 11, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 4,050 | 469 | 0.05% | 0.05% | 66 | -350 | -7.95% | Q1 2026 | May 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,942 | 457 | 0.01% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Israel Discount Bank of New York | History | Reduced | 3,920 | 454 | 1.0% | 1.34% | 68 | -565 | -12.6% | Q1 2026 | Apr 06, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 3,805 | 442 | 0.01% | 0.01% | 69 | +200 | 5.55% | Q1 2026 | Apr 23, 2026 |
| KKM Financial LLC | History | No change | 3,999 | 440 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Added to | 3,720 | 431 | 0.03% | 0.03% | 71 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | New | 3,610 | 418 | 0.0% | — | 72 | +3,610 | New | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 3,578 | 415 | 0.0% | 0.0% | 73 | +570 | 18.95% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,420 | 403 | 0.0% | 0.0% | 74 | -2,367 | -40.9% | Q1 2026 | Apr 08, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 3,410 | 395 | 0.19% | 0.19% | 75 | -100 | -2.85% | Q1 2026 | May 01, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 3,399 | 394 | 0.02% | 0.02% | 76 | -359 | -9.55% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,390 | 393 | 0.0% | 0.0% | 77 | -661 | -16.32% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,395 | 393 | 0.0% | 0.0% | 78 | +160 | 4.95% | Q1 2026 | May 15, 2026 |
| Colorado Capital Management, Inc. | History | No change | 3,342 | 388 | 0.14% | 0.14% | 79 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Osbon Capital Management LLC | History | No change | 3,279 | 380 | 0.31% | 0.34% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,329 | 379 | 0.0% | 0.0% | 81 | +491 | 17.3% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 3,184 | 369 | 0.25% | 0.05% | 82 | +2,493 | 360.78% | Q1 2026 | May 04, 2026 |
| GAM Holding AG | History | No change | 3,350 | 368 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BigSur Wealth Management LLC | History | No change | 3,000 | 348 | 0.1% | 0.08% | 84 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 2,950 | 342 | 0.0% | — | 85 | +2,950 | New | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,930 | 340 | 0.0% | 0.0% | 86 | +738 | 33.67% | Q1 2026 | Apr 30, 2026 |
| TORONTO DOMINION BANK | History | No change | 2,905 | 337 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,893 | 335 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 2,853 | 331 | 0.03% | 0.02% | 89 | +100 | 3.63% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | New | 2,847 | 330 | 0.02% | — | 90 | +2,847 | New | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,777 | 329 | 0.02% | 0.02% | 91 | +150 | 5.71% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | New | 2,816 | 326 | 0.0% | — | 92 | +2,816 | New | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,631 | 305 | 0.0% | 0.0% | 93 | -1 | -0.04% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,554 | 296 | 0.0% | — | 94 | +2,554 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,553 | 296 | 0.0% | — | 95 | +2,553 | New | Q1 2026 | May 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 2,450 | 284 | 0.14% | 0.14% | 96 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Miller Global Investments, LLC | History | Reduced | 2,401 | 278 | 0.25% | 0.25% | 97 | -129 | -5.1% | Q1 2026 | Apr 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,319 | 269 | 0.0% | 0.0% | 98 | +316 | 15.78% | Q1 2026 | May 05, 2026 |
| EFG International AG | History | No change | 2,300 | 266 | 0.01% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 2,111 | 244 | 0.0% | — | 100 | +2,111 | New | Q1 2026 | May 05, 2026 |
| Sunpointe, LLC | History | New | 2,061 | 239 | 0.08% | — | 101 | +2,061 | New | Q1 2026 | Apr 21, 2026 |
| Invesco Ltd. | History | New | 2,032 | 235 | 0.0% | — | 102 | +2,032 | New | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,025 | 235 | 0.0% | — | 103 | +2,025 | New | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 2,025 | 234 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,965 | 228 | 0.0% | 0.0% | 105 | +175 | 9.78% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | New | 1,960 | 227 | 0.0% | — | 106 | +1,960 | New | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | New | 1,910 | 221 | 0.06% | — | 107 | +1,910 | New | Q1 2026 | Apr 24, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 1,877 | 217 | 0.0% | — | 108 | +1,877 | New | Q1 2026 | Apr 21, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 1,850 | 214 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,840 | 213 | 0.0% | — | 111 | +1,840 | New | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 1,843 | 213 | 0.01% | 0.01% | 110 | +2 | 0.11% | Q1 2026 | May 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,931 | 212 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | New | 1,775 | 205 | 0.03% | — | 114 | +1,775 | New | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | New | 1,773 | 205 | 0.0% | — | 115 | +1,773 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 1,774 | 205 | 0.0% | 0.0% | 113 | +205 | 13.07% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,840 | 202 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,559 | 180 | 0.08% | 0.07% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,485 | 172 | 0.03% | — | 118 | +1,485 | New | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Reduced | 1,069 | 124 | 0.0% | 0.0% | 119 | -18 | -1.66% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 986 | 114 | 0.0% | — | 120 | +986 | New | Q1 2026 | May 13, 2026 |
| Graney & King, LLC | History | No change | 980 | 113 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| IFP Advisors, Inc | History | Added to | 867 | 100 | 0.0% | 0.0% | 122 | +464 | 115.14% | Q1 2026 | Apr 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 795 | 92 | 0.01% | — | 123 | +795 | New | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 725 | 84 | 0.0% | 0.0% | 124 | +17 | 2.4% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | New | 676 | 78 | 0.02% | — | 125 | +676 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 650 | 75 | 0.0% | 0.0% | 126 | -244 | -27.29% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | No change | 625 | 72 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 600 | 69 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 572 | 67 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 500 | 66 | 0.0% | — | 130 | +500 | New | Q1 2026 | May 06, 2026 |
| Y.D. More Investments Ltd | History | No change | 612 | 63 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 537 | 62 | 0.0% | 0.0% | 132 | +127 | 30.98% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | No change | 527 | 61 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ascentis Independent Advisors | History | New | 500 | 58 | 0.0% | — | 135 | +500 | New | Q1 2026 | Apr 28, 2026 |
| West Branch Capital LLC | History | No change | 500 | 58 | 0.02% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 428 | 49 | 0.01% | 0.01% | 136 | +125 | 41.25% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | No change | 400 | 46 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 373 | 44 | 0.01% | — | 139 | +373 | New | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 384 | 44 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 359 | 41 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 332 | 38 | 0.0% | 0.0% | 141 | +94 | 39.5% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 308 | 35 | 0.01% | 0.01% | 142 | -27 | -8.06% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 280 | 32 | 0.0% | 0.0% | 143 | +16 | 6.06% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 259 | 30 | 0.0% | — | 144 | +259 | New | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | New | 232 | 26 | 0.0% | — | 145 | +232 | New | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 220 | 25 | 0.0% | 0.0% | 146 | +200 | 1000.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 220 | 24 | 0.0% | 0.0% | 147 | +34 | 18.28% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 200 | 23 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 200 | 23 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 191 | 22 | 0.0% | 0.0% | 150 | +180 | 1636.36% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 179 | 20 | 0.0% | — | 151 | +179 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | No change | 170 | 19 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 160 | 18 | 0.0% | 0.0% | 153 | -40 | -20.0% | Q1 2026 | May 08, 2026 |
| Viewpoint Capital Management LLC | History | No change | 160 | 18 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 151 | 17 | 0.0% | 0.0% | 155 | +121 | 403.33% | Q1 2026 | Apr 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 143 | 16 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 130 | 15 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 126 | 14 | 0.0% | 0.0% | 158 | +10 | 8.62% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 116 | 13 | 0.0% | — | 159 | +116 | New | Q1 2026 | Apr 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 108 | 12 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 96 | 11 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kiker Wealth Management, LLC | History | New | 72 | 8 | 0.0% | — | 163 | +72 | New | Q1 2026 | May 06, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 56 | 6 | 0.0% | 0.12% | 164 | -3,448 | -98.4% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 50 | 5 | 0.0% | 0.0% | 165 | +10 | 25.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 32 | 3 | 0.0% | — | 168 | +32 | New | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 29 | 3 | 0.0% | — | 169 | +29 | New | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 26 | 3 | 0.0% | — | 167 | +26 | New | Q1 2026 | May 01, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 34 | 3 | 0.0% | 0.0% | 166 | -5 | -12.82% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | New | 20 | 2 | 0.0% | — | 172 | +20 | New | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 26 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | No change | 7 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -23,684 | -100.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -18,861 | -100.0% | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,245 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -12,000 | -100.0% | Q1 2026 | May 15, 2026 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -11,615 | -100.0% | Q1 2026 | Apr 23, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,325 | -100.0% | Q1 2026 | May 01, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,517 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,081 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,700 | -100.0% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,564 | -100.0% | Q1 2026 | May 01, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,526 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,320 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,308 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,859 | -100.0% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -551 | -100.0% | Q1 2026 | May 01, 2026 |
| Biltmore Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -533 | -100.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q1 2026 | Apr 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -130 | -100.0% | Q1 2026 | May 04, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |