iShares, Inc. - EMXC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 29,679,701 | 2,334,605 | 0.27% | 0.0% | 1 | +29,469,997 | 14053.14% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,673,534 | 1,075,560 | 0.08% | 0.07% | 2 | +306,018 | 2.29% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,371,977 | 579,879 | 0.08% | 0.07% | 3 | +199,288 | 2.78% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,457,142 | 429,258 | 0.08% | 0.08% | 4 | -575,996 | -9.55% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,142,002 | 404,469 | 0.25% | 0.22% | 5 | +412,026 | 8.71% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 4,343,507 | 341,660 | 0.02% | 0.02% | 6 | +420,394 | 10.72% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,950,640 | 310,560 | 0.07% | 0.06% | 7 | +524,844 | 15.32% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 3,400,240 | 267,464 | 7.76% | 5.78% | 8 | +694,123 | 25.65% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 3,329,191 | 261,874 | 0.0% | 0.0% | 9 | +336,994 | 11.26% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 3,195,110 | 251,327 | 0.07% | 0.05% | 10 | +809,443 | 33.93% | Q1 2026 | May 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 3,004,394 | 236,325 | 0.98% | 0.83% | 11 | -301,250 | -9.11% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,563,346 | 201,632 | 2.29% | 2.04% | 12 | +7,741 | 0.3% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,622,380 | 198,094 | 0.01% | 0.01% | 13 | +285,798 | 12.23% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,175,161 | 171,098 | 2.96% | 2.91% | 14 | +169,132 | 8.43% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,098,998 | 165,107 | 0.03% | 0.03% | 15 | +161,135 | 8.32% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,095,181 | 164,806 | 0.02% | 0.02% | 16 | +444,058 | 26.89% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Reduced | 2,072,000 | 162,983 | 0.02% | 0.02% | 17 | -78,000 | -3.63% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,056,486 | 161,763 | 0.04% | 0.03% | 18 | +551,237 | 36.62% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 1,942,935 | 152,831 | 0.19% | 0.14% | 19 | +318,940 | 19.64% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,889,896 | 148,659 | 2.93% | 2.6% | 20 | +65,038 | 3.56% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,795,235 | 141,213 | 1.68% | 1.57% | 21 | +37,415 | 2.13% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,530,978 | 120,426 | 0.13% | 0.11% | 22 | +134,572 | 9.64% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,524,112 | 119,886 | 0.01% | 0.0% | 23 | +1,318,133 | 639.94% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,508,424 | 118,653 | 0.11% | 0.09% | 24 | +166,236 | 12.39% | Q1 2026 | May 12, 2026 |
| Johns Hopkins University | History | No change | 1,423,744 | 111,991 | 8.12% | 7.54% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 1,330,863 | 100,533 | 0.08% | 0.1% | 26 | -555,431 | -29.45% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 1,272,496 | 100,094 | 1.72% | 1.75% | 27 | -120,873 | -8.67% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,148,218 | 90,319 | 0.1% | 0.09% | 28 | +14,915 | 1.32% | Q1 2026 | May 05, 2026 |
| Bridgewater Associates, LP | History | New | 1,072,280 | 84,345 | 0.38% | — | 29 | +1,072,280 | New | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,058,392 | 83,253 | 2.63% | 2.56% | 30 | +89,894 | 9.28% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,025,675 | 80,679 | 0.02% | 0.02% | 31 | +161,399 | 18.67% | Q1 2026 | May 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 1,022,259 | 80,410 | 3.03% | 3.13% | 32 | -133,165 | -11.53% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 956,076 | 75,204 | 1.03% | 1.07% | 33 | -74,421 | -7.22% | Q1 2026 | Apr 08, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 935,113 | 73,556 | 1.14% | 0.99% | 34 | +111,957 | 13.6% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 905,148 | 71,200 | 0.01% | 0.01% | 35 | +77,770 | 9.4% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 870,965 | 68,510 | 0.03% | — | 36 | +870,965 | New | Q1 2026 | May 18, 2026 |
| Creative Planning | History | Added to | 805,773 | 63,382 | 0.04% | 0.04% | 37 | +15,258 | 1.93% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 796,785 | 62,675 | 0.07% | 0.07% | 38 | +36,691 | 4.83% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 787,768 | 61,965 | 3.2% | 2.76% | 39 | +64,956 | 8.99% | Q1 2026 | May 04, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 783,254 | 61,610 | 9.3% | 4.33% | 40 | +369,675 | 89.38% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 761,242 | 59,879 | 0.14% | 0.12% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 747,915 | 58,830 | 0.5% | 0.32% | 42 | +268,571 | 56.03% | Q1 2026 | May 14, 2026 |
| Myriad Asset Management Advisors LLC | History | Added to | 744,373 | 58,552 | 17.25% | 10.71% | 43 | +266,065 | 55.63% | Q1 2026 | Apr 30, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 641,559 | 58,360 | 1.01% | 0.87% | 44 | -22,415 | -3.38% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 727,182 | 57,200 | 1.03% | 0.98% | 45 | +1,220 | 0.17% | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | Added to | 720,812 | 56,699 | 8.71% | 8.1% | 46 | +11,027 | 1.55% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 660,822 | 51,980 | 0.07% | 0.06% | 47 | +22,179 | 3.47% | Q1 2026 | Apr 27, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 649,671 | 51,103 | 4.4% | 3.86% | 48 | +32,564 | 5.28% | Q1 2026 | Apr 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 644,725 | 50,714 | 2.77% | 2.77% | 49 | -20,529 | -3.09% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 634,182 | 49,884 | 0.19% | — | 50 | +634,182 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 597,945 | 47,554 | 0.45% | 0.4% | 51 | +85,919 | 16.78% | Q1 2026 | Apr 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 601,628 | 47,323 | 0.09% | 0.05% | 52 | +211,833 | 54.34% | Q1 2026 | May 01, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 595,500 | 46,842 | 4.46% | 4.26% | 53 | +11,134 | 1.91% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 572,968 | 45,069 | 0.38% | 0.44% | 54 | -132,520 | -18.78% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 567,382 | 44,630 | 0.36% | 0.32% | 55 | +196,712 | 53.07% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 556,985 | 43,812 | 0.03% | 0.02% | 56 | +3,343 | 0.6% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 543,809 | 42,776 | 0.05% | 0.05% | 57 | -13,480 | -2.42% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 521,935 | 41,055 | 3.31% | 2.9% | 58 | +42,493 | 8.86% | Q1 2026 | May 13, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 516,571 | 40,633 | 1.8% | 1.71% | 59 | -45,107 | -8.03% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 510,922 | 40,189 | 0.06% | 0.06% | 60 | +12,495 | 2.51% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 497,080 | 39,100 | 4.11% | 3.75% | 61 | +25,477 | 5.4% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 489,940 | 38,538 | 0.44% | 0.44% | 62 | +1,085 | 0.22% | Q1 2026 | Apr 23, 2026 |
| PRUDENTIAL PLC | History | Reduced | 472,509 | 37,167 | 0.22% | 0.68% | 63 | -713,691 | -60.17% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 472,081 | 37,133 | 0.04% | 0.03% | 64 | +42,870 | 9.99% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 467,057 | 36,738 | 0.04% | 0.0% | 65 | +454,716 | 3684.6% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 465,156 | 36,584 | 0.62% | 0.56% | 66 | +6,036 | 1.31% | Q1 2026 | May 05, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 456,200 | 35,885 | 3.56% | 3.26% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 451,060 | 35,469 | 0.06% | 0.06% | 68 | +734 | 0.16% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 437,823 | 34,439 | 0.09% | 0.07% | 69 | -5,632 | -1.27% | Q1 2026 | Apr 22, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Reduced | 407,423 | 32,048 | 4.42% | 4.03% | 70 | -20,551 | -4.8% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 385,115 | 30,293 | 0.16% | 0.14% | 71 | +31,275 | 8.84% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 378,148 | 29,745 | 2.12% | 1.6% | 72 | +70,984 | 23.11% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 369,036 | 29,046 | 0.04% | 0.06% | 73 | -161,427 | -30.43% | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Reduced | 367,072 | 28,873 | 3.63% | 4.08% | 74 | -45,398 | -11.01% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 365,200 | 28,726 | 0.07% | 0.07% | 75 | -23,400 | -6.02% | Q1 2026 | May 11, 2026 |
| Proficio Capital Partners LLC | History | New | 363,713 | 28,635 | 1.53% | — | 76 | +363,713 | New | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | New | 359,468 | 28,275 | 1.5% | — | 77 | +359,468 | New | Q1 2026 | Apr 24, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 354,686 | 27,899 | 0.31% | 0.3% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 351,272 | 27,631 | 0.45% | 0.27% | 79 | +126,498 | 56.28% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Reduced | 350,375 | 27,560 | 0.49% | 0.5% | 80 | -44,410 | -11.25% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 347,122 | 27,305 | 0.07% | 0.02% | 81 | +247,034 | 246.82% | Q1 2026 | Apr 30, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 338,981 | 26,664 | 7.03% | 6.43% | 82 | +255 | 0.08% | Q1 2026 | Apr 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 336,708 | 26,485 | 0.61% | 0.5% | 83 | +193,264 | 134.73% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 336,357 | 26,457 | 0.29% | 0.3% | 84 | +32,376 | 10.65% | Q1 2026 | May 15, 2026 |
| Seascape Capital Management | History | Added to | 333,323 | 26,219 | 7.55% | 6.64% | 85 | +11,928 | 3.71% | Q1 2026 | Apr 28, 2026 |
| Carr Financial Group Corp | History | Added to | 329,746 | 25,937 | 6.84% | 6.29% | 86 | +4,240 | 1.3% | Q1 2026 | May 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 328,203 | 25,816 | 5.27% | 4.18% | 87 | +91,391 | 38.59% | Q1 2026 | Apr 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 325,408 | 25,596 | 2.82% | 2.71% | 88 | +5,038 | 1.57% | Q1 2026 | Apr 13, 2026 |
| Prime Buchholz LLC | History | No change | 319,235 | 25,111 | 13.12% | 13.77% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 299,574 | 23,564 | 0.27% | 0.23% | 90 | -5,195 | -1.7% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 294,943 | 23,200 | 0.03% | 0.03% | 91 | +52,242 | 21.53% | Q1 2026 | May 15, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 290,369 | 22,840 | 5.69% | 6.33% | 92 | -26,783 | -8.44% | Q1 2026 | Apr 29, 2026 |
| Waterloo Capital, L.P. | History | Added to | 289,177 | 22,746 | 1.6% | 0.44% | 93 | +205,872 | 247.13% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 237,729 | 21,324 | 0.48% | 0.46% | 94 | +1,202 | 0.51% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 268,523 | 21,122 | 0.3% | 0.31% | 95 | +6,413 | 2.45% | Q1 2026 | May 11, 2026 |
| Robinhood Asset Management, LLC | History | New | 265,518 | 20,885 | 1.51% | — | 96 | +265,518 | New | Q1 2026 | Apr 13, 2026 |
| ALPS ADVISORS INC | History | New | 262,650 | 20,660 | 0.1% | — | 97 | +262,650 | New | Q1 2026 | May 08, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 250,064 | 19,670 | 8.55% | 7.58% | 98 | +7,526 | 3.1% | Q1 2026 | May 05, 2026 |
| ES4, LLC | History | No change | 245,346 | 19,298 | 12.46% | 12.29% | 99 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 244,964 | 19,268 | 3.4% | 0.23% | 100 | +227,874 | 1333.38% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 242,737 | 19,093 | 0.05% | 0.06% | 101 | -41,701 | -14.66% | Q1 2026 | May 14, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 240,521 | 18,919 | 1.37% | 1.03% | 102 | +232,245 | 2806.25% | Q1 2026 | May 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 239,253 | 18,819 | 0.45% | 0.36% | 103 | +37,061 | 18.33% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 238,191 | 18,736 | 0.36% | 0.32% | 104 | +16,192 | 7.29% | Q1 2026 | Apr 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 234,802 | 18,469 | 0.66% | 0.58% | 105 | +4,268 | 1.85% | Q1 2026 | Apr 14, 2026 |
| Columbia Bank | History | Reduced | 227,709 | 17,911 | 5.11% | 4.67% | 106 | -3,761 | -1.62% | Q1 2026 | Apr 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 216,837 | 17,056 | 5.65% | 1.84% | 107 | +151,932 | 234.08% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 237,759 | 17,021 | 0.02% | 0.02% | 108 | -10,849 | -4.36% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 213,746 | 16,813 | 0.61% | 0.45% | 109 | +40,728 | 23.54% | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 196,741 | 16,683 | 2.33% | 2.18% | 110 | -11,642 | -5.59% | Q1 2026 | Apr 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 208,015 | 16,362 | 0.91% | 0.78% | 111 | +16,281 | 8.49% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 207,355 | 16,310 | 0.09% | 0.08% | 112 | +16,146 | 8.44% | Q1 2026 | May 15, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 204,375 | 16,076 | 6.26% | 5.9% | 113 | +4,056 | 2.02% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 204,234 | 16,065 | 0.01% | 0.0% | 114 | +48,149 | 30.85% | Q1 2026 | May 13, 2026 |
| PECAUT & CO. | History | Added to | 204,164 | 16,059 | 5.21% | 3.71% | 115 | +45,800 | 28.92% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 196,230 | 15,435 | 0.07% | 0.05% | 116 | +55,673 | 39.61% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 193,608 | 15,229 | 0.03% | 0.02% | 117 | +74,611 | 62.7% | Q1 2026 | May 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 191,795 | 15,086 | 1.66% | 1.52% | 118 | -736 | -0.38% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 190,528 | 14,986 | 0.02% | 0.01% | 119 | +126,169 | 196.04% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Added to | 187,195 | 14,724 | 0.0% | 0.0% | 120 | +64,000 | 51.95% | Q1 2026 | May 08, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 185,430 | 14,586 | 1.38% | 0.75% | 121 | +73,777 | 66.08% | Q1 2026 | Apr 02, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 181,138 | 14,248 | 2.07% | 1.49% | 122 | +36,660 | 25.37% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 181,109 | 14,246 | 1.63% | 1.1% | 123 | +45,770 | 33.82% | Q1 2026 | May 11, 2026 |
| FLC Capital Advisors | History | Added to | 174,343 | 13,713 | 2.45% | 2.26% | 124 | +5,738 | 3.4% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 173,915 | 13,680 | 3.36% | 2.24% | 125 | +50,087 | 40.45% | Q1 2026 | Apr 22, 2026 |
| Townsend & Associates, Inc | History | Reduced | 145,699 | 13,069 | 1.13% | 1.17% | 126 | -24,376 | -14.33% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 164,514 | 12,940 | 0.02% | 0.02% | 127 | -30,867 | -15.8% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 162,507 | 12,782 | 1.59% | 2.05% | 128 | -54,485 | -25.11% | Q1 2026 | Apr 27, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 159,378 | 12,536 | 1.47% | 3.27% | 129 | -224,801 | -58.51% | Q1 2026 | Apr 10, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 157,893 | 12,419 | 1.63% | 1.23% | 130 | +42,945 | 37.36% | Q1 2026 | Apr 28, 2026 |
| Leo Wealth, LLC | History | New | 156,642 | 12,321 | 0.89% | — | 131 | +156,642 | New | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 155,080 | 12,198 | 0.03% | 0.04% | 132 | -42,639 | -21.57% | Q1 2026 | May 04, 2026 |
| SlateStone Wealth, LLC | History | Added to | 153,922 | 12,108 | 1.0% | 0.86% | 133 | +12,409 | 8.77% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 148,108 | 11,650 | 3.08% | 2.98% | 134 | +720 | 0.49% | Q1 2026 | May 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 147,000 | 11,563 | 0.68% | 0.38% | 135 | +55,000 | 59.78% | Q1 2026 | May 06, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 146,311 | 11,508 | 2.77% | 4.08% | 136 | -73,245 | -33.36% | Q1 2026 | Apr 14, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 145,424 | 11,439 | 1.8% | 1.7% | 137 | -6,093 | -4.02% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 137,858 | 10,843 | 0.29% | 0.18% | 138 | +40,120 | 41.05% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Added to | 137,039 | 10,779 | 0.02% | 0.01% | 139 | +67,399 | 96.78% | Q1 2026 | May 15, 2026 |
| Employees Retirement System of Texas | History | No change | 137,000 | 10,776 | 0.09% | 0.08% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Focused Wealth Management, Inc | History | New | 135,267 | 10,640 | 1.1% | — | 141 | +135,267 | New | Q1 2026 | Apr 20, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 132,726 | 10,440 | 2.84% | 2.63% | 142 | -2,706 | -2.0% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 132,011 | 10,384 | 0.33% | — | 143 | +132,011 | New | Q1 2026 | May 15, 2026 |
| Black Swift Group, LLC | History | Added to | 131,442 | 10,339 | 1.81% | 1.53% | 144 | +5,271 | 4.18% | Q1 2026 | Apr 24, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 131,432 | 10,338 | 4.38% | 4.1% | 145 | -2,965 | -2.21% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Added to | 117,239 | 10,279 | 0.62% | 0.41% | 146 | +31,239 | 36.32% | Q1 2026 | Apr 20, 2026 |
| Citizens Business Bank | History | Reduced | 129,828 | 10,212 | 1.67% | 1.58% | 147 | -2,144 | -1.62% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Added to | 127,360 | 10,018 | 0.41% | 0.31% | 148 | +8,364 | 7.03% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Added to | 126,552 | 9,954 | 0.05% | 0.03% | 149 | +61,319 | 94.0% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 126,456 | 9,947 | 0.11% | 0.11% | 150 | -4,661 | -3.55% | Q1 2026 | Apr 28, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 125,607 | 9,880 | 1.21% | 1.1% | 151 | -3,622 | -2.8% | Q1 2026 | May 06, 2026 |
| Myriad Asset Management US LP | History | Added to | 125,552 | 9,876 | 14.81% | 8.74% | 152 | +53,722 | 74.79% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Reduced | 124,705 | 9,812 | 0.05% | 0.05% | 153 | -2,707 | -2.12% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 124,401 | 9,785 | 1.17% | 1.03% | 154 | +12,866 | 11.54% | Q1 2026 | Apr 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 124,353 | 9,781 | 0.56% | 1.21% | 155 | -174,854 | -58.44% | Q1 2026 | Apr 20, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 123,247 | 9,694 | 1.29% | 1.16% | 156 | -2,708 | -2.15% | Q1 2026 | Apr 22, 2026 |
| 5th Street Advisors, LLC | History | Added to | 119,782 | 9,422 | 4.06% | 3.89% | 157 | +5,145 | 4.49% | Q1 2026 | May 04, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 119,250 | 9,380 | 0.04% | 0.04% | 158 | -4,120 | -3.34% | Q1 2026 | May 07, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 116,664 | 9,176 | 2.3% | 2.0% | 159 | +7,993 | 7.36% | Q1 2026 | May 11, 2026 |
| Zhang Financial LLC | History | Reduced | 113,588 | 8,934 | 0.31% | 0.31% | 160 | -87 | -0.08% | Q1 2026 | May 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 112,998 | 8,888 | 0.3% | 0.3% | 161 | -2,777 | -2.4% | Q1 2026 | Apr 17, 2026 |
| Randall & Associates Wealth Management | History | Added to | 112,627 | 8,859 | 5.97% | 5.41% | 162 | +5,166 | 4.81% | Q1 2026 | Apr 20, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 112,177 | 8,823 | 3.19% | 2.98% | 163 | -4,512 | -3.87% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 111,966 | 8,807 | 0.06% | 0.06% | 164 | -10,797 | -8.79% | Q1 2026 | May 05, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 110,998 | 8,731 | 0.63% | — | 165 | +110,998 | New | Q1 2026 | May 15, 2026 |
| Plum Street Advisors, LLC | History | Added to | 110,462 | 8,688 | 3.01% | 2.77% | 166 | +3,511 | 3.28% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 109,462 | 8,610 | 2.68% | 3.24% | 167 | -34,109 | -23.76% | Q1 2026 | May 01, 2026 |
| Fortis Advisors, LLC | History | Added to | 107,857 | 8,483 | 4.25% | 3.72% | 168 | +13,515 | 14.33% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 106,563 | 8,382 | 0.01% | 0.01% | 169 | +272 | 0.26% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 106,197 | 8,353 | 0.63% | 0.59% | 170 | +4,351 | 4.27% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 105,411 | 8,291 | 0.08% | 0.07% | 171 | +335 | 0.32% | Q1 2026 | May 08, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 105,166 | 8,272 | 2.87% | 1.8% | 172 | +37,444 | 55.29% | Q1 2026 | May 04, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 101,198 | 7,960 | 1.15% | 1.0% | 173 | +547 | 0.54% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 103,807 | 7,958 | 0.0% | 0.0% | 174 | +29,751 | 40.17% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 100,788 | 7,927 | 0.94% | 1.38% | 175 | -72,608 | -41.87% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 100,736 | 7,923 | 0.14% | 0.12% | 176 | +9,667 | 10.62% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 99,938 | 7,860 | 0.03% | 0.05% | 177 | -66,452 | -39.94% | Q1 2026 | May 13, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 99,703 | 7,842 | 1.77% | 1.68% | 178 | -2,714 | -2.65% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Advisors | History | Added to | 99,186 | 7,801 | 0.61% | 0.48% | 179 | +11,744 | 13.43% | Q1 2026 | May 12, 2026 |
| REDW Wealth LLC | History | Reduced | 98,985 | 7,786 | 3.11% | 3.0% | 180 | -9,454 | -8.72% | Q1 2026 | May 07, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 102,921 | 7,774 | 0.57% | 0.57% | 181 | -3,759 | -3.52% | Q1 2026 | May 05, 2026 |
| High Note Wealth, LLC | History | Added to | 98,815 | 7,772 | 1.53% | 1.37% | 182 | +2,483 | 2.58% | Q1 2026 | May 11, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 96,688 | 7,605 | 1.27% | 1.25% | 183 | -699 | -0.72% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Added to | 95,400 | 7,498 | 0.09% | 0.09% | 184 | +2,101 | 2.25% | Q1 2026 | May 12, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 94,186 | 7,408 | 3.16% | 2.16% | 185 | +21,003 | 28.7% | Q1 2026 | May 14, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 93,497 | 7,354 | 3.65% | 2.53% | 186 | +23,909 | 34.36% | Q1 2026 | Apr 23, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 93,313 | 7,339 | 2.06% | 1.87% | 187 | +3,454 | 3.84% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Reduced | 92,808 | 7,300 | 0.0% | 0.03% | 188 | -995,610 | -91.47% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 91,786 | 7,219 | 0.08% | 0.09% | 189 | -17,531 | -16.04% | Q1 2026 | Apr 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 90,205 | 7,095 | 0.92% | 0.75% | 190 | +16,179 | 21.86% | Q1 2026 | Apr 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 78,042 | 7,075 | 1.51% | 1.32% | 191 | +865 | 1.12% | Q1 2026 | May 01, 2026 |
| NKCFO LLC | History | No change | 88,100 | 6,930 | 2.05% | 1.85% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Family Wealth, LLC | History | Added to | 87,086 | 6,850 | 1.41% | 1.23% | 193 | +6,600 | 8.2% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 87,042 | 6,847 | 0.05% | 0.05% | 194 | +6,326 | 7.84% | Q1 2026 | Apr 07, 2026 |
| Chicago Wealth Management, Inc. | History | New | 86,833 | 6,830 | 2.73% | — | 195 | +86,833 | New | Q1 2026 | May 11, 2026 |
| Sound Stewardship, LLC | History | Reduced | 85,175 | 6,699 | 3.07% | 3.09% | 196 | -3,537 | -3.99% | Q1 2026 | Apr 10, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 84,463 | 6,643 | 0.49% | 0.45% | 197 | +933 | 1.12% | Q1 2026 | May 14, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 84,376 | 6,637 | 2.46% | 1.74% | 198 | +19,021 | 29.1% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 83,939 | 6,602 | 0.06% | 0.06% | 199 | -37,553 | -30.91% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 83,330 | 6,554 | 0.16% | 0.14% | 200 | -2,888 | -3.35% | Q1 2026 | May 08, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 82,163 | 6,462 | 1.13% | 1.2% | 201 | -33,061 | -28.69% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 81,490 | 6,409 | 0.33% | 0.3% | 202 | +6,585 | 8.79% | Q1 2026 | May 07, 2026 |
| BANK OF HAWAII | History | New | 81,388 | 6,401 | 0.34% | — | 203 | +81,388 | New | Q1 2026 | May 14, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 80,693 | 6,347 | 0.86% | 0.75% | 204 | +5,458 | 7.25% | Q1 2026 | May 04, 2026 |
| Circle Wealth Management, LLC | History | New | 80,369 | 6,321 | 0.09% | — | 205 | +80,369 | New | Q1 2026 | May 11, 2026 |
| Norway Savings Bank | History | Added to | 80,202 | 6,308 | 2.99% | 2.64% | 206 | +1,780 | 2.27% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Added to | 79,862 | 6,281 | 0.13% | 0.11% | 207 | +3,138 | 4.09% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 79,652 | 6,265 | 0.46% | 0.41% | 208 | +3,173 | 4.15% | Q1 2026 | Apr 16, 2026 |
| Fortitude Family Office, LLC | History | Added to | 78,875 | 6,204 | 1.39% | 1.24% | 209 | +5,729 | 7.83% | Q1 2026 | Apr 15, 2026 |
| Eley Financial Management, Inc | History | Added to | 78,779 | 6,196 | 2.24% | 2.01% | 210 | +1,833 | 2.38% | Q1 2026 | May 19, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 78,108 | 6,143 | 0.07% | 0.04% | 211 | +31,175 | 66.42% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 77,862 | 6,124 | 0.07% | 0.06% | 212 | +2,267 | 3.0% | Q1 2026 | Apr 20, 2026 |
| McAdam, LLC | History | Added to | 77,642 | 6,107 | 0.28% | 0.21% | 213 | +13,025 | 20.16% | Q1 2026 | May 08, 2026 |
| Refined Wealth Management | History | New | 77,434 | 6,090 | 3.84% | — | 214 | +77,434 | New | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 75,882 | 5,968 | 0.02% | 0.03% | 215 | -45,705 | -37.59% | Q1 2026 | Apr 24, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 75,432 | 5,933 | 1.26% | — | 216 | +75,432 | New | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 75,044 | 5,903 | 0.1% | 0.1% | 217 | -2,861 | -3.67% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Reduced | 74,548 | 5,864 | 0.64% | 0.58% | 218 | -871 | -1.15% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 74,188 | 5,835 | 0.22% | — | 219 | +74,188 | New | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 73,742 | 5,800 | 0.18% | 0.17% | 220 | -4,102 | -5.27% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Reduced | 73,662 | 5,794 | 3.12% | 3.0% | 221 | -4,334 | -5.56% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 72,276 | 5,685 | 0.1% | 0.09% | 222 | +6,652 | 10.14% | Q1 2026 | Apr 17, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 72,069 | 5,668 | 0.55% | 0.41% | 223 | +11,938 | 19.85% | Q1 2026 | May 06, 2026 |
| Client First Capital LLC | History | New | 71,990 | 5,662 | 2.46% | — | 224 | +71,990 | New | Q1 2026 | Apr 24, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 71,942 | 5,658 | 2.28% | 1.92% | 225 | +4,926 | 7.35% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 71,656 | 5,636 | 0.19% | 0.15% | 226 | +9,356 | 15.02% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 71,359 | 5,613 | 0.17% | 0.17% | 227 | -2,490 | -3.37% | Q1 2026 | Apr 27, 2026 |
| Montecito Bank & Trust | History | Reduced | 70,039 | 5,509 | 0.91% | 0.83% | 228 | -2,025 | -2.81% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 68,635 | 5,398 | 0.17% | 0.17% | 229 | -4,011 | -5.52% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 67,114 | 5,279 | 0.01% | 0.01% | 230 | +14,337 | 27.17% | Q1 2026 | May 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 66,992 | 5,269 | 1.46% | 1.14% | 231 | +11,153 | 19.97% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 65,394 | 5,143 | 0.01% | 0.0% | 232 | +64,555 | 7694.28% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 65,339 | 5,139 | 0.12% | 0.12% | 233 | -409 | -0.62% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,832 | 5,099 | 0.02% | 0.02% | 234 | +9,253 | 16.65% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 64,727 | 5,091 | 0.38% | 0.47% | 235 | -5,384 | -7.68% | Q1 2026 | May 19, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 63,987 | 5,033 | 0.92% | 0.8% | 236 | +1,272 | 2.03% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 62,845 | 4,943 | 0.04% | — | 237 | +62,845 | New | Q1 2026 | May 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 61,850 | 4,865 | 4.81% | 4.41% | 238 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 61,405 | 4,830 | 0.0% | 0.0% | 239 | +312 | 0.51% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 61,275 | 4,819 | 0.04% | 0.04% | 240 | -2,995 | -4.66% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 60,875 | 4,788 | 0.13% | 0.14% | 241 | +1,925 | 3.27% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 59,736 | 4,698 | 3.45% | 3.76% | 242 | -9,599 | -13.84% | Q1 2026 | Apr 02, 2026 |
| Caldwell Trust Co | History | Added to | 59,637 | 4,691 | 0.42% | 0.34% | 243 | +6,378 | 11.98% | Q1 2026 | Apr 22, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 59,606 | 4,688 | 2.71% | 2.49% | 244 | +2,045 | 3.55% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 59,245 | 4,660 | 1.79% | 1.72% | 245 | -1,950 | -3.19% | Q1 2026 | May 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 58,842 | 4,634 | 0.58% | 0.87% | 246 | -33,619 | -36.36% | Q1 2026 | May 12, 2026 |
| Galilei Investment Office LLP | History | No change | 58,133 | 4,572 | 2.37% | 1.99% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LVW Advisors, LLC | History | Reduced | 58,062 | 4,567 | 0.44% | 0.45% | 248 | -2,459 | -4.06% | Q1 2026 | Apr 20, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 57,898 | 4,554 | 1.07% | 1.05% | 249 | -3,290 | -5.38% | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | Added to | 57,340 | 4,510 | 0.61% | 0.55% | 250 | +957 | 1.7% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 57,260 | 4,504 | 0.13% | 0.12% | 251 | -6,435 | -10.1% | Q1 2026 | Apr 28, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 55,997 | 4,404 | 0.46% | 0.72% | 252 | -51,111 | -47.72% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | Reduced | 55,891 | 4,396 | 0.31% | 0.29% | 253 | -50 | -0.09% | Q1 2026 | Apr 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 55,103 | 4,334 | 0.0% | 0.0% | 254 | +150 | 0.27% | Q1 2026 | May 13, 2026 |
| Anson Capital, Inc. | History | Reduced | 54,507 | 4,287 | 2.93% | 3.01% | 255 | -2,403 | -4.22% | Q1 2026 | May 13, 2026 |
| Catalyst Investment Management LLC | History | Added to | 47,549 | 4,263 | 4.72% | 2.72% | 256 | +8,005 | 20.24% | Q1 2026 | Apr 23, 2026 |
| M&T BANK CORP | History | Added to | 54,052 | 4,251 | 0.01% | 0.01% | 257 | +2,792 | 5.45% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 53,830 | 4,234 | 0.03% | 0.02% | 258 | +11,625 | 27.54% | Q1 2026 | Apr 27, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 53,365 | 4,197 | 0.58% | 1.02% | 259 | +1,617 | 3.12% | Q1 2026 | May 12, 2026 |
| Denver PWM, LLC | History | Reduced | 42,411 | 4,157 | 1.43% | 1.15% | 260 | -12,226 | -22.38% | Q1 2026 | May 12, 2026 |
| Gold Investment Management Ltd. | History | Added to | 52,761 | 4,150 | 1.29% | 1.17% | 261 | +2,159 | 4.27% | Q1 2026 | Apr 22, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 52,674 | 4,143 | 0.54% | 0.43% | 262 | +7,622 | 16.92% | Q1 2026 | Apr 28, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 52,455 | 4,126 | 3.11% | 3.11% | 263 | -271 | -0.51% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 52,408 | 4,122 | 0.05% | 0.02% | 264 | +29,199 | 125.81% | Q1 2026 | May 05, 2026 |
| Harvest Investment Advisors, LLC | History | No change | 56,497 | 4,106 | 2.33% | 2.33% | 265 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 52,160 | 4,102 | 1.21% | 0.88% | 266 | +11,212 | 27.38% | Q1 2026 | Apr 02, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 51,540 | 4,054 | 0.73% | 0.99% | 267 | +880 | 1.74% | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | Reduced | 51,238 | 4,030 | 2.77% | 2.75% | 268 | -1,629 | -3.08% | Q1 2026 | May 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 50,500 | 3,972 | 0.18% | 0.02% | 269 | +45,965 | 1013.56% | Q1 2026 | Apr 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 50,352 | 3,960 | 0.03% | 0.04% | 270 | -14,969 | -22.92% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 50,233 | 3,951 | 0.0% | 0.01% | 271 | -138,888 | -73.44% | Q1 2026 | May 15, 2026 |
| Rock Creek Group LLC | History | Added to | 49,981 | 3,931 | 0.4% | 0.04% | 272 | +45,317 | 971.63% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 49,742 | 3,912 | 0.07% | 0.07% | 273 | -1,949 | -3.77% | Q1 2026 | May 04, 2026 |
| Live Oak Investment Partners | History | Added to | 49,261 | 3,874 | 2.29% | 2.11% | 274 | +1,967 | 4.16% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 52,909 | 3,845 | 0.0% | 0.0% | 275 | -33 | -0.06% | Q1 2026 | May 15, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 48,035 | 3,778 | 1.82% | 1.65% | 276 | +1,700 | 3.67% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 47,904 | 3,768 | 0.0% | 0.0% | 277 | +9,398 | 24.41% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 47,851 | 3,763 | 0.01% | 0.01% | 278 | +5,769 | 13.71% | Q1 2026 | May 15, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 47,530 | 3,739 | 0.11% | 0.09% | 279 | +4,000 | 9.19% | Q1 2026 | Apr 23, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 47,470 | 3,733 | 0.93% | 0.85% | 280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 47,412 | 3,729 | 0.27% | 0.25% | 281 | +1,598 | 3.49% | Q1 2026 | Apr 20, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 46,877 | 3,687 | 0.72% | 0.83% | 282 | -2,248 | -4.58% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 50,433 | 3,665 | 0.58% | 0.58% | 283 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Powerhouse Assets LLC | History | Added to | 46,579 | 3,663 | 3.19% | 2.87% | 284 | +1,670 | 3.72% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 46,510 | 3,658 | 0.02% | 0.02% | 285 | +15,735 | 51.13% | Q1 2026 | May 15, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 46,422 | 3,651 | 1.6% | 1.66% | 286 | -6,847 | -12.85% | Q1 2026 | Apr 28, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 46,241 | 3,637 | 0.13% | 0.14% | 288 | -4,066 | -8.08% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 50,042 | 3,637 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 45,817 | 3,603 | 0.01% | 0.01% | 289 | +1,133 | 2.54% | Q1 2026 | May 11, 2026 |
| PALLADIEM, LLC | History | Reduced | 42,528 | 3,600 | 3.44% | 2.97% | 290 | -590 | -1.37% | Q1 2026 | May 06, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Reduced | 45,008 | 3,540 | 5.58% | 3.54% | 291 | -1,925 | -4.1% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 48,499 | 3,524 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cypress Capital, LLC | History | New | 44,626 | 3,510 | 1.0% | — | 293 | +44,626 | New | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 44,563 | 3,505 | 0.07% | 0.07% | 294 | +145 | 0.33% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 44,425 | 3,494 | 0.08% | 0.07% | 295 | -1,470 | -3.2% | Q1 2026 | May 15, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 44,345 | 3,488 | 1.4% | 1.13% | 296 | +4,640 | 11.69% | Q1 2026 | Apr 23, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 44,050 | 3,465 | 2.39% | 1.35% | 297 | +15,813 | 56.0% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 47,516 | 3,453 | 0.12% | 0.12% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 43,461 | 3,418 | 0.2% | 0.18% | 299 | +1,059 | 2.5% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 46,870 | 3,406 | 2.13% | 2.13% | 300 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |