iSHARES TRUST - EMB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 19,961,569 | 1,874,990 | 0.35% | 0.33% | 1 | +886,761 | 4.65% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 10,378,384 | 974,841 | 0.15% | 0.02% | 2 | +8,951,398 | 627.29% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,815,371 | 921,957 | 0.11% | 0.03% | 3 | +7,234,115 | 280.26% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,206,808 | 675,996 | 0.33% | 0.16% | 4 | +2,650,350 | 74.52% | Q1 2026 | May 12, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 6,336,400 | 595,178 | 20.83% | 18.06% | 5 | +35,662 | 0.57% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,303,322 | 592,071 | 0.04% | 0.06% | 6 | -1,583,754 | -20.08% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 5,407,726 | 507,948 | 0.96% | 1.09% | 7 | -546,595 | -9.18% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 4,289,720 | 402,933 | 0.02% | 0.02% | 8 | +140,889 | 3.4% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,065,982 | 378,583 | 0.02% | 0.04% | 9 | -1,738,340 | -29.95% | Q1 2026 | May 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Reduced | 3,478,160 | 323,851 | 13.27% | 35.84% | 10 | -3,256,220 | -48.35% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,688,071 | 252,491 | 0.04% | 0.04% | 11 | -198 | -0.01% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,650,114 | 248,925 | 0.96% | — | 12 | +2,650,114 | New | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,513,604 | 236,328 | 0.12% | 0.21% | 13 | -1,236,957 | -32.98% | Q1 2026 | Apr 30, 2026 |
| Japan Science & Technology Agency | History | No change | 2,500,000 | 234,825 | 4.88% | 4.42% | 14 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,189,400 | 205,650 | 0.04% | 0.01% | 15 | +1,863,229 | 571.24% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,183,616 | 205,107 | 0.32% | 0.3% | 16 | +122,317 | 5.93% | Q1 2026 | May 06, 2026 |
| Nationwide Fund Advisors | History | Added to | 2,156,276 | 202,539 | 8.86% | 8.57% | 17 | +78,441 | 3.78% | Q1 2026 | Apr 27, 2026 |
| Polianta Ltd | History | Reduced | 2,151,000 | 202,043 | 26.81% | 29.31% | 18 | -175,000 | -7.52% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Reduced | 1,971,145 | 185,149 | 0.0% | 0.0% | 19 | -1,098,484 | -35.79% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,795,388 | 168,640 | 0.21% | 0.27% | 20 | -498,927 | -21.75% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,745,556 | 163,960 | 0.03% | 0.03% | 21 | +81,618 | 4.91% | Q1 2026 | May 05, 2026 |
| Hamilton Capital, LLC | History | Added to | 1,553,708 | 145,939 | 7.56% | 7.07% | 22 | +84,020 | 5.72% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 1,337,709 | 125,651 | 2.95% | 4.0% | 23 | -180,269 | -11.88% | Q1 2026 | May 12, 2026 |
| CI INVESTMENTS INC. | History | Added to | 1,278,166 | 120,058 | 0.58% | 0.25% | 24 | +674,893 | 111.87% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,083,204 | 101,745 | 0.03% | 0.08% | 25 | -1,789,826 | -62.3% | Q1 2026 | May 06, 2026 |
| PAYDEN & RYGEL | History | Reduced | 917,273 | 86,159 | 6.63% | 6.68% | 26 | -85,694 | -8.54% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 904,307 | 85,792 | 0.02% | 0.02% | 27 | -197,643 | -17.94% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 906,584 | 85,155 | 2.5% | 2.31% | 28 | +102,681 | 12.77% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 859,775 | 80,741 | 0.02% | 0.15% | 29 | -4,258,911 | -83.2% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 844,402 | 79,314 | 0.2% | 0.18% | 30 | +99,952 | 13.43% | Q1 2026 | May 11, 2026 |
| 1832 Asset Management L.P. | History | Added to | 837,511 | 78,667 | 0.07% | 0.06% | 31 | +33,723 | 4.2% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 774,583 | 72,756 | 0.37% | 0.42% | 32 | -27,642 | -3.45% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 593,863 | 55,781 | 0.03% | 0.03% | 33 | -41,143 | -6.48% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 580,000 | 54,479 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 524,772 | 49,291 | 0.18% | 0.13% | 35 | +159,900 | 43.82% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 513,763 | 48,257 | 0.04% | 0.05% | 36 | -216,656 | -29.66% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 513,611 | 48,243 | 0.02% | 0.02% | 37 | -105,617 | -17.06% | Q1 2026 | May 06, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 487,378 | 45,779 | 9.97% | 0.43% | 38 | +467,856 | 2396.56% | Q1 2026 | May 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 468,008 | 43,959 | 0.05% | 0.06% | 39 | -99,422 | -17.52% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 431,469 | 40,527 | 1.83% | 0.06% | 40 | +418,305 | 3177.64% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 429,253 | 40,319 | 0.0% | 0.0% | 41 | +259,522 | 152.9% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 415,091 | 38,989 | 0.04% | 0.09% | 42 | -407,928 | -49.56% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 404,063 | 37,953 | 0.09% | — | 43 | +404,063 | New | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Added to | 402,000 | 37,759 | 0.28% | 0.16% | 44 | +204,000 | 103.03% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 370,454 | 34,796 | 0.17% | 0.21% | 45 | -13,992 | -3.64% | Q1 2026 | May 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 359,377 | 33,756 | 0.01% | 0.09% | 46 | +16,411 | 4.79% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 353,373 | 33,192 | 0.02% | 0.01% | 47 | +23,840 | 7.23% | Q1 2026 | May 18, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 350,000 | 32,875 | 0.19% | 0.2% | 48 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 340,000 | 31,936 | 2.09% | 2.15% | 49 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 339,782 | 31,915 | 0.07% | 0.26% | 50 | -988,554 | -74.42% | Q1 2026 | May 06, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 316,338 | 29,713 | 3.41% | 3.35% | 51 | -21,749 | -6.43% | Q1 2026 | May 01, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 291,422 | 28,058 | 2.26% | 2.26% | 52 | +64 | 0.02% | Q1 2026 | Apr 15, 2026 |
| BLB&B Advisors, LLC | History | Added to | 297,977 | 27,988 | 1.16% | 1.1% | 53 | +24,212 | 8.84% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 297,429 | 27,650 | 0.01% | 0.02% | 54 | +41,424 | 16.18% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 285,866 | 27,634 | 0.41% | 0.43% | 55 | +59,816 | 26.46% | Q1 2026 | Apr 20, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 279,663 | 26,268 | 0.59% | 0.68% | 56 | -24,789 | -8.14% | Q1 2026 | May 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 274,505 | 25,628 | 0.18% | 0.19% | 57 | -974 | -0.35% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 271,831 | 25,533 | 0.17% | 0.16% | 58 | +34,956 | 14.76% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 264,493 | 25,465 | 0.86% | 0.86% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 264,519 | 24,846 | 0.01% | 0.01% | 60 | -77,286 | -22.61% | Q1 2026 | May 14, 2026 |
| Financial Sense Advisors, Inc. | History | New | 263,561 | 24,756 | 5.02% | — | 61 | +263,561 | New | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 263,346 | 24,736 | 1.82% | 1.69% | 62 | +13,136 | 5.25% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 255,421 | 23,992 | 0.02% | 0.02% | 63 | -5,933 | -2.27% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 253,797 | 23,839 | 0.02% | 0.0% | 64 | +239,277 | 1647.91% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 246,629 | 23,066 | 0.05% | 0.05% | 65 | +22,233 | 9.91% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 245,357 | 23,062 | 0.03% | 0.03% | 66 | +48,753 | 24.8% | Q1 2026 | May 15, 2026 |
| Stairway Partners, LLC | History | Added to | 241,841 | 22,716 | 1.18% | 1.2% | 67 | +1,110 | 0.46% | Q1 2026 | Apr 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 232,882 | 21,874 | 0.02% | 0.03% | 68 | -86,998 | -27.2% | Q1 2026 | May 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 230,405 | 21,641 | 0.18% | 0.17% | 69 | +9,664 | 4.38% | Q1 2026 | Apr 24, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 227,616 | 21,379 | 1.08% | 1.14% | 70 | -3,333 | -1.44% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 225,899 | 21,218 | 0.3% | 0.34% | 71 | +7,116 | 3.25% | Q1 2026 | Apr 10, 2026 |
| SIH Partners, LLLP | History | New | 225,176 | 21,150 | 0.28% | — | 72 | +225,176 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 225,000 | 21,134 | 0.0% | 0.0% | 73 | -12,000 | -5.06% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 223,465 | 20,990 | 0.05% | 0.05% | 74 | +4,510 | 2.06% | Q1 2026 | May 05, 2026 |
| Towercrest Capital Management | History | Added to | 221,835 | 20,837 | 3.25% | 3.24% | 75 | +8,486 | 3.98% | Q1 2026 | May 01, 2026 |
| Estate Counselors, LLC | History | Added to | 220,249 | 20,687 | 1.84% | 0.91% | 76 | +107,719 | 95.72% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 275,863 | 19,466 | 0.13% | 0.17% | 77 | +20,967 | 8.23% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 199,452 | 18,734 | 1.11% | — | 78 | +199,452 | New | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 191,736 | 18,010 | 0.02% | 0.06% | 79 | -301,757 | -61.15% | Q1 2026 | Apr 16, 2026 |
| Invst, LLC | History | Reduced | 191,589 | 17,995 | 2.03% | 2.09% | 80 | -8,169 | -4.09% | Q1 2026 | May 13, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 191,122 | 17,952 | 2.48% | 2.06% | 81 | +35,189 | 22.57% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 190,109 | 17,856 | 0.09% | — | 82 | +190,109 | New | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 188,876 | 17,741 | 2.33% | 2.44% | 83 | +6,503 | 3.57% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 188,300 | 17,687 | 0.01% | 0.01% | 84 | +48,700 | 34.89% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 175,915 | 16,392 | 0.02% | 0.04% | 85 | -239,485 | -57.65% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 172,166 | 16,171 | 0.01% | 0.01% | 86 | -52,011 | -23.2% | Q1 2026 | May 07, 2026 |
| iA Global Asset Management Inc. | History | Added to | 171,924 | 16,149 | 0.23% | 0.21% | 87 | +2,270 | 1.34% | Q1 2026 | Apr 23, 2026 |
| Nuveen, LLC | History | New | 159,800 | 15,010 | 0.0% | — | 88 | +159,800 | New | Q1 2026 | Apr 30, 2026 |
| First Trust Bank, Ltd. | History | No change | 158,000 | 14,840 | 29.17% | 33.83% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 155,694 | 14,490 | 0.16% | 0.39% | 90 | -160,404 | -50.75% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 152,709 | 14,343 | 0.0% | 0.03% | 91 | -1,333,463 | -89.72% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 146,317 | 13,743 | 0.69% | 0.43% | 92 | +56,439 | 62.8% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 141,877 | 13,659 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 144,276 | 13,551 | 0.04% | 0.08% | 94 | -160,480 | -52.66% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 141,944 | 13,332 | 0.0% | 0.0% | 95 | +122,126 | 616.24% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 139,167 | 13,073 | 0.02% | 0.01% | 96 | +36,209 | 35.17% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 137,531 | 12,918 | 0.01% | 0.0% | 97 | +55,103 | 66.85% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Added to | 136,346 | 12,806 | 0.21% | 0.16% | 98 | +4,585 | 3.48% | Q1 2026 | May 05, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 135,929 | 12,767 | 3.18% | 3.15% | 99 | +3,704 | 2.8% | Q1 2026 | Apr 27, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 135,357 | 12,714 | 4.59% | 4.58% | 100 | +143 | 0.11% | Q1 2026 | May 04, 2026 |
| Alliance Wealth Management Group | History | Added to | 135,230 | 12,702 | 2.78% | 2.77% | 101 | +4,331 | 3.31% | Q1 2026 | Apr 29, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 133,652 | 12,553 | 0.24% | 0.23% | 102 | -150 | -0.11% | Q1 2026 | Apr 10, 2026 |
| Occidental Asset Management, LLC | History | Added to | 132,371 | 12,433 | 1.47% | 1.31% | 103 | +18,834 | 16.59% | Q1 2026 | Apr 15, 2026 |
| J.Safra Asset Management Corp | History | Added to | 131,450 | 12,347 | 0.67% | 0.62% | 104 | +8,407 | 6.83% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Added to | 129,134 | 12,129 | 0.41% | 0.4% | 105 | +4,393 | 3.52% | Q1 2026 | Apr 22, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 128,000 | 12,023 | 0.7% | 0.73% | 106 | -6,700 | -4.97% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 127,356 | 11,958 | 0.01% | 0.01% | 107 | +50,123 | 64.9% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Added to | 126,419 | 11,874 | 3.86% | 4.01% | 108 | +563 | 0.45% | Q1 2026 | May 08, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 122,087 | 11,467 | 0.27% | 0.33% | 109 | -34,850 | -22.21% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 120,922 | 11,358 | 0.09% | 0.27% | 110 | -212,100 | -63.69% | Q1 2026 | Apr 07, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 117,052 | 10,994 | 4.87% | 5.13% | 111 | -1,531 | -1.29% | Q1 2026 | Apr 22, 2026 |
| Factor Wealth Management LTD | History | Added to | 116,848 | 10,975 | 2.06% | 1.49% | 112 | +45,309 | 63.33% | Q1 2026 | Apr 20, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 116,089 | 10,904 | 0.04% | 0.04% | 113 | -541 | -0.46% | Q1 2026 | May 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 113,164 | 10,629 | 0.65% | 0.52% | 114 | -2,156,612 | -95.01% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 105,585 | 10,165 | 0.2% | 0.2% | 115 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 107,961 | 10,140 | 0.01% | 0.01% | 116 | -40,231 | -27.15% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 107,250 | 10,074 | 0.0% | 0.02% | 117 | -369,162 | -77.49% | Q1 2026 | May 11, 2026 |
| CVS HEALTH Corp | History | New | 107,000 | 10,050 | 4.73% | — | 118 | +107,000 | New | Q1 2026 | May 07, 2026 |
| COMMERCE BANK | History | Reduced | 106,127 | 9,968 | 0.05% | 0.06% | 119 | -1,674 | -1.55% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 105,935 | 9,950 | 0.01% | 0.02% | 120 | -56,534 | -34.8% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 105,482 | 9,908 | 0.51% | 0.5% | 121 | +7,294 | 7.43% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 105,456 | 9,884 | 0.01% | 0.02% | 122 | -26,871 | -20.31% | Q1 2026 | May 13, 2026 |
| III Capital Management | History | New | 105,000 | 9,862 | 2.86% | — | 123 | +105,000 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 104,486 | 9,814 | 0.0% | 0.0% | 124 | -211,655 | -66.95% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 103,756 | 9,746 | 0.03% | 0.03% | 125 | -18,386 | -15.05% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Added to | 102,196 | 9,599 | 0.51% | 0.35% | 126 | +39,038 | 61.81% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | Added to | 100,000 | 9,393 | 0.02% | 0.01% | 127 | +50,000 | 100.0% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 99,480 | 9,344 | 1.48% | 1.48% | 128 | +3,615 | 3.77% | Q1 2026 | Apr 28, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 98,594 | 9,260 | 0.04% | 0.03% | 129 | +13,194 | 15.45% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 98,343 | 9,237 | 0.02% | 0.02% | 130 | +9,047 | 10.13% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 97,377 | 9,146 | 0.02% | 0.16% | 131 | -850,874 | -89.73% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 95,708 | 8,989 | 0.01% | 0.02% | 132 | -59,413 | -38.3% | Q1 2026 | Apr 27, 2026 |
| Omega Financial Group, LLC | History | Added to | 92,362 | 8,675 | 2.82% | 2.89% | 133 | +1,135 | 1.24% | Q1 2026 | May 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 91,647 | 8,608 | 1.1% | 0.69% | 134 | +33,354 | 57.22% | Q1 2026 | Apr 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 90,180 | 8,470 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 88,865 | 8,347 | 0.2% | 0.22% | 136 | -7,000 | -7.3% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 87,372 | 8,179 | 0.04% | 0.05% | 137 | -19,534 | -18.27% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 85,755 | 8,054 | 0.11% | — | 138 | +85,755 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 85,304 | 8,012 | 0.01% | 0.02% | 139 | -131,593 | -60.67% | Q1 2026 | May 12, 2026 |
| Ellevest, Inc. | History | Added to | 83,269 | 7,821 | 1.09% | 1.07% | 140 | +2,556 | 3.17% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 81,989 | 7,701 | 0.06% | 0.08% | 141 | +10,702 | 15.01% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 81,501 | 7,651 | 1.85% | 1.64% | 142 | +6,215 | 8.26% | Q1 2026 | Apr 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 80,434 | 7,555 | 0.56% | 0.48% | 143 | +12,842 | 19.0% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Added to | 80,210 | 7,534 | 0.2% | 0.2% | 144 | +1,047 | 1.32% | Q1 2026 | Apr 28, 2026 |
| Berger Financial Group, Inc | History | Reduced | 79,989 | 7,513 | 0.42% | 0.52% | 145 | -12,626 | -13.63% | Q1 2026 | Apr 28, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 78,794 | 7,401 | 1.42% | 1.43% | 146 | +1,338 | 1.73% | Q1 2026 | May 01, 2026 |
| Genus Capital Management Inc. | History | Added to | 76,810 | 7,214 | 0.83% | 0.86% | 147 | +490 | 0.64% | Q1 2026 | May 01, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 77,000 | 7,169 | 0.1% | 0.09% | 148 | +500 | 0.65% | Q1 2026 | Apr 22, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 72,722 | 7,002 | 1.86% | 1.86% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Global Investments | History | New | 73,170 | 6,873 | 0.41% | — | 150 | +73,170 | New | Q1 2026 | May 07, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 73,059 | 6,862 | 3.57% | 3.61% | 151 | -5,698 | -7.23% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 70,969 | 6,666 | 0.0% | 0.02% | 152 | -1,072,782 | -93.8% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 68,039 | 6,390 | 0.0% | 0.0% | 153 | +30,950 | 83.45% | Q1 2026 | May 04, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 66,724 | 6,267 | 0.73% | 0.69% | 154 | +5,755 | 9.44% | Q1 2026 | Apr 10, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 65,446 | 6,147 | 0.01% | 0.01% | 155 | +16,779 | 34.48% | Q1 2026 | May 11, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 64,684 | 6,075 | 0.75% | 0.46% | 156 | +27,620 | 74.52% | Q1 2026 | Apr 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 63,394 | 5,954 | 0.05% | 0.04% | 157 | +4,393 | 7.45% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 61,830 | 5,807 | 0.01% | 0.0% | 158 | +61,467 | 16933.06% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 61,286 | 5,756 | 0.01% | 0.01% | 159 | -11,744 | -16.08% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 61,165 | 5,745 | 0.31% | 0.3% | 160 | -80 | -0.13% | Q1 2026 | May 15, 2026 |
| Park Edge Advisors, LLC | History | Added to | 60,708 | 5,702 | 1.31% | 0.05% | 161 | +58,616 | 2801.91% | Q1 2026 | Apr 20, 2026 |
| Finhabits Advisors LLC | History | Added to | 60,688 | 5,700 | 5.26% | 5.35% | 162 | +1,521 | 2.57% | Q1 2026 | May 06, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 59,476 | 5,586 | 2.44% | 2.39% | 163 | +1,858 | 3.22% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 58,063 | 5,453 | 0.05% | 0.3% | 164 | -261,553 | -81.83% | Q1 2026 | May 08, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 56,980 | 5,352 | 2.86% | 2.97% | 165 | -1,605 | -2.74% | Q1 2026 | Apr 27, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 56,251 | 5,283 | 4.34% | 4.36% | 166 | +1,496 | 2.73% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 56,164 | 5,275 | 0.01% | 0.02% | 167 | -166,789 | -74.81% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 55,042 | 5,170 | 0.01% | 0.0% | 168 | +12,088 | 28.14% | Q1 2026 | May 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 54,811 | 5,148 | 0.75% | 0.68% | 169 | +3,531 | 6.89% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 52,938 | 5,096 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 52,698 | 5,033 | 0.28% | 0.29% | 171 | +2,336 | 4.64% | Q1 2026 | Apr 17, 2026 |
| Pathstone Holdings, LLC | History | Added to | 53,451 | 5,020 | 0.02% | 0.02% | 172 | +8,820 | 19.76% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,220 | 4,998 | 0.01% | 0.02% | 173 | -88,035 | -62.32% | Q1 2026 | Apr 27, 2026 |
| Financial Alternatives, Inc | History | Reduced | 52,852 | 4,964 | 2.68% | 3.2% | 174 | -4,362 | -7.62% | Q1 2026 | May 01, 2026 |
| Monument Capital Management | History | Reduced | 52,620 | 4,942 | 1.24% | 1.32% | 175 | -2,504 | -4.54% | Q1 2026 | Apr 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 52,348 | 4,917 | 0.64% | 0.71% | 176 | -3,999 | -7.1% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 51,967 | 4,881 | 0.0% | 0.0% | 177 | +39,667 | 322.5% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 51,937 | 4,878 | 2.48% | 1.24% | 178 | +30,043 | 137.22% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 51,603 | 4,847 | 0.05% | 0.03% | 179 | +37,716 | 271.59% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 50,218 | 4,810 | 0.08% | 0.08% | 180 | +3,864 | 8.34% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 49,895 | 4,686 | 0.1% | 0.09% | 181 | +8,555 | 20.69% | Q1 2026 | Apr 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 49,619 | 4,660 | 0.6% | 0.62% | 182 | +572 | 1.17% | Q1 2026 | Apr 16, 2026 |
| Privium Fund Management (UK) Ltd | History | New | 50,070 | 4,654 | 2.36% | — | 183 | +50,070 | New | Q1 2026 | May 05, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 47,021 | 4,416 | 0.62% | 0.6% | 184 | +1,890 | 4.19% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 46,855 | 4,401 | 0.02% | 0.08% | 185 | -105,544 | -69.26% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Added to | 46,263 | 4,345 | 0.09% | 0.08% | 186 | +3,748 | 8.82% | Q1 2026 | Apr 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 46,082 | 4,328 | 0.06% | 0.06% | 187 | -623 | -1.33% | Q1 2026 | May 01, 2026 |
| Edgestream Partners, L.P. | History | New | 45,911 | 4,312 | 0.14% | — | 188 | +45,911 | New | Q1 2026 | May 18, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 45,013 | 4,228 | 0.01% | 0.0% | 189 | +38,689 | 611.78% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 44,441 | 4,174 | 0.16% | 0.14% | 190 | +3,792 | 9.33% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 43,827 | 4,116 | 0.05% | 0.05% | 191 | +890 | 2.07% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 43,765 | 4,110 | 0.07% | 0.08% | 192 | +699 | 1.62% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 43,325 | 4,069 | 0.01% | 0.11% | 193 | -425,491 | -90.76% | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 42,470 | 3,989 | 0.21% | 0.43% | 194 | -59,034 | -58.16% | Q1 2026 | Apr 28, 2026 |
| Gridiron Partners, LLC | History | Added to | 42,501 | 3,972 | 2.43% | 0.55% | 195 | +32,516 | 325.65% | Q1 2026 | Apr 13, 2026 |
| Wharton Business Group, LLC | History | Added to | 42,220 | 3,965 | 0.15% | 0.15% | 196 | +50 | 0.12% | Q1 2026 | May 07, 2026 |
| Rinkey Investments | History | Reduced | 41,756 | 3,922 | 1.0% | 1.95% | 197 | -38,170 | -47.76% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 41,098 | 3,860 | 0.02% | 0.02% | 198 | +12,610 | 44.26% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 40,921 | 3,843 | 0.69% | 0.49% | 199 | -9,409 | -18.69% | Q1 2026 | Apr 21, 2026 |
| High Falls Advisors, Inc | History | No change | 39,852 | 3,836 | 0.78% | 0.78% | 200 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 40,490 | 3,803 | 0.03% | 0.04% | 201 | -4,885 | -10.77% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 39,359 | 3,789 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 40,202 | 3,776 | 1.08% | 1.01% | 203 | +3,644 | 9.97% | Q1 2026 | Apr 30, 2026 |
| Paragon Advisors, LLC | History | Reduced | 39,908 | 3,748 | 1.01% | 1.13% | 204 | -3,389 | -7.83% | Q1 2026 | May 04, 2026 |
| Sharper & Granite LLC | History | Added to | 39,739 | 3,732 | 1.27% | 0.91% | 205 | +12,785 | 47.43% | Q1 2026 | Apr 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 39,545 | 3,714 | 0.05% | 0.03% | 206 | +20,000 | 102.33% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,930 | 3,658 | 0.01% | 0.01% | 207 | -58,970 | -60.23% | Q1 2026 | Apr 08, 2026 |
| ALLSTATE CORP | History | New | 37,948 | 3,564 | 0.04% | — | 208 | +37,948 | New | Q1 2026 | May 11, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 37,700 | 3,541 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 36,266 | 3,406 | 0.36% | 0.36% | 210 | -540 | -1.47% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 36,128 | 3,393 | 0.08% | 0.04% | 211 | +19,154 | 112.84% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Reduced | 35,490 | 3,333 | 0.19% | 0.2% | 212 | -887 | -2.44% | Q1 2026 | May 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 35,251 | 3,311 | 1.3% | 1.51% | 213 | -3,297 | -8.55% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 35,129 | 3,299 | 0.11% | 0.38% | 214 | -79,262 | -69.29% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 34,988 | 3,286 | 0.3% | 0.28% | 215 | -13,532 | -27.89% | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | No change | 34,960 | 3,283 | 0.14% | 0.15% | 216 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 34,725 | 3,261 | 0.25% | 0.26% | 217 | +1,666 | 5.04% | Q1 2026 | Apr 22, 2026 |
| Great Diamond Partners, LLC | History | Added to | 34,688 | 3,258 | 0.63% | 0.58% | 218 | +3,462 | 11.09% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 33,578 | 3,232 | 0.24% | 0.24% | 219 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 33,881 | 3,182 | 1.41% | 2.02% | 220 | -12,269 | -26.59% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 33,542 | 3,150 | 0.01% | 0.14% | 221 | -522,109 | -93.96% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 33,500 | 3,146 | 0.0% | 0.0% | 222 | +29,700 | 781.58% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,984 | 3,098 | 0.01% | 0.02% | 223 | -13,734 | -29.4% | Q1 2026 | Apr 24, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 32,721 | 3,072 | 0.39% | — | 224 | +32,721 | New | Q1 2026 | May 18, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 32,626 | 3,064 | 0.02% | 0.02% | 225 | -6,324 | -16.24% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 32,258 | 3,029 | 0.01% | 0.01% | 226 | -277 | -0.85% | Q1 2026 | Apr 24, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 32,128 | 3,017 | 0.31% | 0.27% | 227 | +6,247 | 24.14% | Q1 2026 | May 15, 2026 |
| Mount Lucas Management LP | History | Added to | 32,045 | 3,009 | 1.11% | 1.13% | 228 | +2,652 | 9.02% | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 31,517 | 2,960 | 0.2% | 0.1% | 229 | +16,822 | 114.47% | Q1 2026 | May 12, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 30,916 | 2,903 | 2.69% | 2.69% | 230 | +943 | 3.15% | Q1 2026 | Apr 24, 2026 |
| Farrell Financial LLC | History | Added to | 30,892 | 2,901 | 1.73% | 1.65% | 231 | +1,834 | 6.31% | Q1 2026 | Apr 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 29,835 | 2,872 | 0.32% | 0.32% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 30,469 | 2,861 | 0.42% | 0.38% | 233 | +4,559 | 17.6% | Q1 2026 | May 11, 2026 |
| NICOLET BANKSHARES INC | History | New | 30,436 | 2,858 | 0.11% | — | 234 | +30,436 | New | Q1 2026 | May 14, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 29,753 | 2,794 | 0.74% | 0.74% | 235 | +508 | 1.74% | Q1 2026 | Apr 20, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 29,665 | 2,786 | 0.19% | 0.19% | 236 | +796 | 2.76% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 29,605 | 2,780 | 0.01% | 0.01% | 237 | -4,456 | -13.08% | Q1 2026 | Apr 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 29,314 | 2,753 | 0.0% | 0.01% | 238 | -136,363 | -82.31% | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 29,228 | 2,750 | 0.6% | 0.6% | 239 | +1,077 | 3.83% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 28,900 | 2,714 | 0.0% | — | 240 | +28,900 | New | Q1 2026 | May 15, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 28,711 | 2,696 | 0.0% | 0.0% | 241 | +8,860 | 44.63% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 28,624 | 2,688 | 0.06% | 0.12% | 242 | +2,547 | 9.77% | Q1 2026 | Apr 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 27,811 | 2,677 | 1.67% | 1.67% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ascentis Independent Advisors | History | Added to | 28,442 | 2,671 | 0.2% | 0.15% | 244 | +18,573 | 188.2% | Q1 2026 | Apr 28, 2026 |
| OneAscent Family Office, LLC | History | Added to | 28,316 | 2,659 | 1.86% | 1.83% | 245 | +239 | 0.85% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 28,091 | 2,638 | 0.14% | 0.14% | 246 | +807 | 2.96% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Reduced | 28,054 | 2,635 | 0.03% | 0.08% | 247 | -26,426 | -48.51% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 27,495 | 2,582 | 0.01% | — | 248 | +27,495 | New | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 27,108 | 2,546 | 1.05% | 1.11% | 249 | -1,566 | -5.46% | Q1 2026 | May 07, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 26,848 | 2,521 | 0.28% | 0.31% | 250 | -850 | -3.07% | Q1 2026 | Apr 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,797 | 2,517 | 0.0% | 0.0% | 251 | +217 | 0.82% | Q1 2026 | May 14, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 26,784 | 2,515 | 0.4% | 0.4% | 252 | +138 | 0.52% | Q1 2026 | Apr 07, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 26,700 | 2,486 | 2.87% | 12.68% | 253 | -105,700 | -79.83% | Q1 2026 | Apr 30, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 26,114 | 2,452 | 1.43% | 1.4% | 254 | +2,709 | 11.57% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 26,021 | 2,444 | 0.03% | 0.13% | 255 | -76,384 | -74.59% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 25,915 | 2,434 | 0.06% | 0.16% | 256 | -25,573 | -49.67% | Q1 2026 | May 11, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 25,868 | 2,429 | 1.69% | 1.73% | 257 | +318 | 1.24% | Q1 2026 | Apr 08, 2026 |
| Randall & Associates Wealth Management | History | Added to | 25,525 | 2,397 | 1.62% | 1.61% | 258 | +1,438 | 5.97% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 25,323 | 2,378 | 0.01% | 0.04% | 259 | -40,896 | -61.76% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,218 | 2,368 | 0.03% | 0.03% | 260 | +921 | 3.79% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,942 | 2,353 | 0.0% | 0.0% | 261 | +370 | 1.39% | Q1 2026 | May 15, 2026 |
| Sincerus Advisory, LLC | History | Added to | 25,022 | 2,350 | 1.78% | 1.87% | 262 | +801 | 3.31% | Q1 2026 | Apr 06, 2026 |
| Indivisible Partners | History | Added to | 24,821 | 2,331 | 0.21% | 0.15% | 263 | +10,779 | 76.76% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 23,588 | 2,215 | 0.06% | 0.07% | 264 | -2,718 | -10.33% | Q1 2026 | Apr 28, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 23,570 | 2,213 | 0.03% | 0.02% | 265 | +5,000 | 26.93% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,520 | 2,207 | 0.12% | 0.03% | 266 | +17,115 | 267.21% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 23,571 | 2,205 | 0.01% | 0.1% | 267 | -155,515 | -86.84% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | Reduced | 23,383 | 2,196 | 0.76% | 0.78% | 268 | -573 | -2.39% | Q1 2026 | May 11, 2026 |
| Columbus Macro, LLC | History | Reduced | 23,252 | 2,184 | 0.23% | 0.25% | 269 | -113 | -0.48% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,245 | 2,183 | 0.03% | 0.03% | 270 | -182 | -0.78% | Q1 2026 | Apr 20, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 23,052 | 2,165 | 0.37% | 0.37% | 271 | +305 | 1.34% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 22,928 | 2,153 | 0.04% | 0.03% | 272 | +6,787 | 42.05% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 22,678 | 2,130 | 0.05% | 0.06% | 273 | -3,567 | -13.59% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | Reduced | 22,569 | 2,119 | 0.14% | 0.18% | 274 | -1,177 | -4.96% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 22,433 | 2,107 | 0.43% | 0.38% | 275 | +3,173 | 16.47% | Q1 2026 | Apr 06, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 22,326 | 2,097 | 1.14% | 0.77% | 276 | +7,785 | 53.54% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Added to | 22,180 | 2,083 | 0.46% | 0.2% | 277 | +12,853 | 137.8% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 22,085 | 2,072 | 0.02% | 0.04% | 278 | -15,274 | -40.88% | Q1 2026 | Apr 07, 2026 |
| Stephenson & Company, Inc. | History | Added to | 21,788 | 2,046 | 1.11% | 1.06% | 279 | +1,706 | 8.5% | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 21,313 | 2,001 | 0.02% | 0.02% | 280 | +402 | 1.92% | Q1 2026 | May 13, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 20,760 | 1,999 | 0.93% | 0.93% | 281 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 21,221 | 1,993 | 0.09% | 0.09% | 282 | -1,228 | -5.47% | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 20,572 | 1,980 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 20,794 | 1,953 | 0.66% | 0.65% | 284 | +363 | 1.78% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,322 | 1,902 | 0.0% | 0.01% | 285 | -46,086 | -69.4% | Q1 2026 | May 01, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 20,243 | 1,901 | 0.39% | 0.3% | 286 | +5,040 | 33.15% | Q1 2026 | May 11, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 20,069 | 1,885 | 1.36% | 1.08% | 287 | +6,688 | 49.98% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 20,051 | 1,883 | 0.03% | — | 288 | +20,051 | New | Q1 2026 | May 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 19,644 | 1,845 | 1.16% | 1.19% | 289 | -342 | -1.71% | Q1 2026 | Apr 15, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | Reduced | 19,548 | 1,836 | 0.28% | 1.11% | 290 | -13,252 | -40.4% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 19,406 | 1,822 | 0.41% | 0.09% | 291 | +15,553 | 403.66% | Q1 2026 | Apr 22, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 18,821 | 1,767 | 0.19% | 0.21% | 292 | -830 | -4.22% | Q1 2026 | Apr 24, 2026 |
| Strategic Financial Planning, Inc. | History | New | 37,650 | 1,766 | 1.03% | — | 293 | +37,650 | New | Q1 2026 | May 14, 2026 |
| Trajan Wealth LLC | History | Added to | 18,597 | 1,746 | 0.07% | 0.07% | 294 | +525 | 2.91% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 18,040 | 1,734 | 0.11% | 0.11% | 295 | +1,538 | 9.32% | Q1 2026 | Apr 22, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 18,444 | 1,732 | 0.25% | 0.3% | 296 | +1,539 | 9.1% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 18,399 | 1,728 | 0.22% | 0.39% | 297 | -12,642 | -40.73% | Q1 2026 | May 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 18,400 | 1,728 | 1.31% | 1.29% | 298 | +62 | 0.34% | Q1 2026 | May 08, 2026 |
| Ariadne Wealth Management, LP | History | No change | 18,256 | 1,714 | 0.77% | 0.73% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shore Point Advisors, LLC | History | Added to | 17,997 | 1,690 | 0.67% | 0.72% | 300 | +225 | 1.27% | Q1 2026 | Apr 08, 2026 |