iSHARES TRUST - ESGD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,421,820 | 900,914 | 0.07% | 0.07% | 1 | -1,311,209 | -12.22% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,788,801 | 721,009 | 0.05% | 0.05% | 2 | -298,137 | -3.69% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,474,027 | 523,426 | 1.36% | 1.69% | 3 | -1,088,415 | -16.59% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,711,100 | 450,475 | 0.06% | 0.06% | 4 | +1,169 | 0.02% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 4,330,948 | 414,125 | 0.02% | 0.02% | 5 | -61,593 | -1.4% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 3,973,464 | 379,942 | 0.02% | 0.02% | 6 | +348,135 | 9.6% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 3,918,891 | 374,724 | 0.71% | 0.72% | 7 | -28,114 | -0.71% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,874,555 | 266,097 | 2.03% | — | 8 | +2,874,555 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,814,697 | 173,521 | 0.02% | 0.02% | 9 | +344,382 | 23.42% | Q1 2026 | May 15, 2026 |
| Acorns Advisers, LLC | History | Reduced | 1,578,342 | 150,921 | 1.12% | 1.14% | 10 | -14,617 | -0.92% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,546,466 | 147,873 | 0.02% | 0.02% | 11 | +323,848 | 26.49% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,521,293 | 145,465 | 0.03% | 0.03% | 12 | -241,894 | -13.72% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,482,809 | 141,786 | 0.04% | 0.04% | 13 | +40,540 | 2.81% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,432,910 | 137,014 | 0.2% | 0.2% | 14 | +62,930 | 4.59% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,234,641 | 118,056 | 0.07% | 0.07% | 15 | +33,058 | 2.75% | Q1 2026 | May 07, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,208,522 | 115,558 | 0.25% | 0.27% | 16 | -38,766 | -3.11% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,111,041 | 106,237 | 1.58% | 1.83% | 17 | -211,311 | -15.98% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,059,587 | 101,317 | 0.39% | — | 18 | +1,059,587 | New | Q1 2026 | May 12, 2026 |
| SPINNAKER TRUST | History | Reduced | 1,047,931 | 100,203 | 5.55% | 5.36% | 19 | -4,847 | -0.46% | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,003,439 | 95,933 | 0.02% | 0.02% | 20 | +51,589 | 5.42% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 947,377 | 90,588 | 0.05% | 0.04% | 21 | +121,406 | 14.7% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 907,428 | 86,768 | 0.02% | 0.02% | 22 | +112,233 | 14.11% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 853,371 | 81,599 | 0.0% | 0.0% | 23 | +1,657 | 0.19% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 833,783 | 79,473 | 0.1% | 0.08% | 24 | +94,959 | 12.85% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 819,887 | 78,397 | 0.11% | 0.1% | 25 | +11,051 | 1.37% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 643,821 | 61,562 | 0.73% | 0.67% | 26 | +26,967 | 4.37% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 624,015 | 59,668 | 0.11% | 0.18% | 27 | +13,650 | 2.24% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 619,047 | 59,193 | 0.29% | 0.31% | 28 | -1,854 | -0.3% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 595,730 | 56,963 | 0.04% | 0.04% | 29 | +35,802 | 6.39% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 522,218 | 49,934 | 0.05% | 0.05% | 30 | +2,992 | 0.58% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 488,801 | 46,741 | 0.01% | 0.01% | 31 | -37,099 | -7.05% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 449,387 | 42,970 | 0.15% | 0.17% | 32 | -117,558 | -20.74% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 439,002 | 41,977 | 0.86% | 0.82% | 33 | +7,220 | 1.67% | Q1 2026 | May 15, 2026 |
| Olde Wealth Management, LLC | History | Added to | 423,213 | 40,467 | 12.81% | 11.98% | 34 | +13,562 | 3.31% | Q1 2026 | May 12, 2026 |
| IMPACTfolio, LLC | History | Added to | 420,121 | 40,171 | 17.07% | 15.95% | 35 | +20,743 | 5.19% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 381,632 | 36,491 | 0.0% | 0.02% | 36 | -1,015,810 | -72.69% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 369,066 | 35,290 | 0.03% | 0.04% | 37 | -11,189 | -2.94% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 368,679 | 35,253 | 0.19% | 0.14% | 38 | +153,891 | 71.65% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 353,077 | 33,761 | 0.2% | 0.21% | 39 | -10,946 | -3.01% | Q1 2026 | May 05, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 335,830 | 32,112 | 8.96% | 9.12% | 40 | -4,589 | -1.35% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 318,854 | 30,488 | 0.04% | 0.04% | 41 | +14,378 | 4.72% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 318,634 | 30,467 | 0.04% | 0.03% | 42 | +15,793 | 5.21% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | Reduced | 314,519 | 30,074 | 5.91% | 5.89% | 43 | -1,635 | -0.52% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 303,573 | 29,027 | 0.4% | 0.4% | 44 | +7,390 | 2.5% | Q1 2026 | Apr 08, 2026 |
| EASTERN BANK | History | Added to | 298,727 | 28,564 | 0.49% | 0.46% | 45 | +16,643 | 5.9% | Q1 2026 | Apr 07, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 290,163 | 27,745 | 1.87% | 1.86% | 46 | +7,185 | 2.54% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | Added to | 285,644 | 27,313 | 0.59% | 0.57% | 47 | +5,464 | 1.95% | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 281,817 | 26,947 | 0.47% | 0.48% | 48 | -261 | -0.09% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 262,174 | 25,069 | 0.23% | 0.0% | 49 | +260,663 | 17251.03% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 259,032 | 24,768 | 0.01% | 0.01% | 50 | -5,805 | -2.19% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 255,607 | 24,441 | 0.07% | 0.06% | 51 | -12,224 | -4.56% | Q1 2026 | May 04, 2026 |
| Forefront Analytics, LLC | History | Added to | 254,427 | 24,328 | 22.13% | 17.73% | 52 | +43,237 | 20.47% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 249,821 | 23,887 | 0.0% | 0.0% | 53 | +144,366 | 136.9% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 244,683 | 23,413 | 0.05% | 0.03% | 54 | -7,366 | -2.92% | Q1 2026 | Apr 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 243,261 | 23,260 | 0.08% | 0.09% | 55 | -30,220 | -11.05% | Q1 2026 | Apr 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 231,547 | 22,140 | 0.06% | 0.05% | 56 | +18,135 | 8.5% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 238,877 | 22,039 | 0.01% | 0.01% | 57 | +35,954 | 17.72% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 229,552 | 21,949 | 11.16% | 11.27% | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 219,808 | 21,018 | 0.05% | 0.06% | 59 | -11,625 | -5.02% | Q1 2026 | Apr 30, 2026 |
| Stanich Group LLC | History | Added to | 219,010 | 20,941 | 15.96% | 15.17% | 60 | +7,419 | 3.51% | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 216,863 | 20,736 | 0.21% | 0.21% | 61 | +3,084 | 1.44% | Q1 2026 | Apr 13, 2026 |
| Ellevest, Inc. | History | Added to | 215,582 | 20,613 | 2.87% | 2.72% | 62 | +9,049 | 4.38% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 214,200 | 20,449 | 0.04% | 0.04% | 63 | -9,062 | -4.06% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 204,003 | 19,506 | 0.1% | 0.1% | 64 | +10,723 | 5.55% | Q1 2026 | May 08, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 203,846 | 19,491 | 0.77% | 0.74% | 65 | +400 | 0.2% | Q1 2026 | Apr 14, 2026 |
| FinArc Investments, Inc. | History | New | 188,524 | 18,026 | 17.35% | — | 66 | +188,524 | New | Q1 2026 | May 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 185,581 | 17,745 | 0.03% | 0.03% | 67 | +2,884 | 1.58% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 181,928 | 17,395 | 0.08% | 0.07% | 68 | +24,673 | 15.69% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 177,523 | 16,880 | 0.01% | 0.0% | 69 | +50,751 | 40.03% | Q1 2026 | May 15, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 175,739 | 16,804 | 4.74% | 4.75% | 70 | -5,249 | -2.9% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 164,104 | 15,691 | 0.03% | 0.03% | 71 | +4,414 | 2.76% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 148,243 | 14,174 | 0.17% | 0.16% | 72 | -1,301 | -0.87% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 147,726 | 14,047 | 0.25% | 0.25% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clarius Group, LLC | History | No change | 140,693 | 13,378 | 0.76% | 0.76% | 74 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 137,504 | 13,148 | 0.01% | 0.01% | 75 | +11,227 | 8.89% | Q1 2026 | May 12, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 136,330 | 13,035 | 5.16% | 5.22% | 76 | -247 | -0.18% | Q1 2026 | Apr 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 131,592 | 12,582 | 0.42% | 0.43% | 77 | +2,189 | 1.69% | Q1 2026 | May 14, 2026 |
| Wealth Architects, LLC | History | Added to | 131,058 | 12,531 | 1.12% | 1.11% | 78 | +1,772 | 1.37% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 129,155 | 12,349 | 0.01% | 0.01% | 79 | +3,860 | 3.08% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 127,007 | 12,144 | 0.07% | 0.04% | 80 | -4,294 | -3.27% | Q1 2026 | Apr 29, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 126,386 | 12,018 | 0.88% | 0.88% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 123,456 | 11,804 | 0.3% | 0.33% | 82 | -9,088 | -6.86% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 118,186 | 11,300 | 0.0% | 0.0% | 83 | +1,414 | 1.21% | Q1 2026 | May 13, 2026 |
| Impact Investors, Inc | History | Reduced | 118,110 | 11,293 | 7.84% | 7.93% | 84 | -2,196 | -1.83% | Q1 2026 | Apr 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 115,600 | 11,053 | 0.0% | 0.03% | 85 | -13,100 | -10.18% | Q1 2026 | May 04, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 113,425 | 10,845 | 0.33% | 0.41% | 86 | -17,849 | -13.6% | Q1 2026 | May 08, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 113,335 | 10,837 | 2.49% | 2.45% | 87 | -300 | -0.26% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 112,216 | 10,730 | 0.01% | 0.01% | 88 | +10,282 | 10.09% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 103,182 | 9,866 | 0.02% | 0.02% | 89 | +5,538 | 5.67% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 101,463 | 9,701 | 0.08% | 0.09% | 90 | -17,175 | -14.48% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 98,796 | 9,446 | 0.13% | 0.13% | 91 | +4,943 | 5.27% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 98,467 | 9,415 | 0.07% | 0.07% | 92 | +5,782 | 6.24% | Q1 2026 | Apr 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 94,895 | 9,073 | 0.0% | 0.0% | 93 | +30,607 | 47.61% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 92,931 | 8,886 | 0.06% | 0.06% | 94 | +3,067 | 3.41% | Q1 2026 | Apr 27, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 92,595 | 8,853 | 4.67% | 4.83% | 95 | +889 | 0.97% | Q1 2026 | Apr 23, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 90,685 | 8,671 | 0.19% | 0.12% | 96 | +32,767 | 56.57% | Q1 2026 | Apr 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 89,918 | 8,597 | 0.24% | 0.23% | 97 | -2,358 | -2.56% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 86,408 | 8,262 | 0.01% | 0.01% | 98 | +3,749 | 4.54% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 77,910 | 8,024 | 0.12% | 0.15% | 99 | -1,570 | -1.98% | Q1 2026 | Apr 20, 2026 |
| Facet Wealth, Inc. | History | Added to | 81,691 | 7,811 | 0.14% | 0.14% | 100 | +3,658 | 4.69% | Q1 2026 | May 07, 2026 |
| One Capital Management, LLC | History | Added to | 77,721 | 7,431 | 0.2% | 0.18% | 101 | +14,840 | 23.6% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 75,536 | 7,222 | 0.0% | 0.0% | 102 | +59,465 | 370.01% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Added to | 74,628 | 7,135 | 0.59% | 0.58% | 103 | +4,326 | 6.15% | Q1 2026 | Apr 22, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 73,149 | 6,994 | 1.45% | 1.38% | 104 | +5,493 | 8.12% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 71,144 | 6,802 | 0.05% | 0.05% | 105 | +5,093 | 7.71% | Q1 2026 | May 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 68,826 | 6,581 | 0.66% | 0.66% | 106 | +302 | 0.44% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 67,816 | 6,509 | 0.01% | 0.01% | 107 | +7,145 | 11.78% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | New | 67,579 | 6,461 | 0.1% | — | 108 | +67,579 | New | Q1 2026 | Apr 27, 2026 |
| Xena Financial Planning, LLC | History | Added to | 65,857 | 6,297 | 7.11% | 6.84% | 109 | +4,560 | 7.44% | Q1 2026 | Apr 14, 2026 |
| Centennial Bank/AR/ | History | Added to | 64,800 | 6,196 | 2.22% | 0.91% | 110 | +40,700 | 168.88% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | Added to | 63,997 | 6,119 | 0.43% | 0.43% | 111 | +618 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Accredited Investors Inc. | History | Reduced | 63,457 | 6,067 | 0.33% | 0.32% | 112 | -579 | -0.9% | Q1 2026 | Apr 30, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 63,109 | 6,034 | 0.1% | 0.11% | 113 | -7,113 | -10.13% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 62,593 | 5,985 | 0.1% | 0.1% | 114 | -1,963 | -3.04% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 62,278 | 5,955 | 0.08% | 0.08% | 115 | -2,607 | -4.02% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 59,691 | 5,804 | 0.05% | 0.04% | 116 | +19,255 | 47.62% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 60,515 | 5,786 | 0.11% | 0.12% | 117 | -5,036 | -7.68% | Q1 2026 | Apr 17, 2026 |
| WRAPMANAGER INC | History | Added to | 60,417 | 5,777 | 2.01% | 1.81% | 118 | +3,989 | 7.07% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 59,758 | 5,714 | 0.07% | 0.07% | 119 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 58,510 | 5,594 | 0.02% | 0.02% | 120 | +1,889 | 3.34% | Q1 2026 | Apr 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 57,941 | 5,540 | 0.0% | 0.0% | 121 | -1,344 | -2.27% | Q1 2026 | May 05, 2026 |
| BSW Wealth Partners | History | Reduced | 55,426 | 5,299 | 0.65% | 0.65% | 122 | -1,647 | -2.89% | Q1 2026 | Apr 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 55,177 | 5,276 | 0.41% | 0.42% | 123 | -3,002 | -5.16% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 54,433 | 5,206 | 0.01% | 0.01% | 124 | -12,580 | -18.77% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 52,188 | 4,990 | 0.07% | 0.07% | 125 | +93 | 0.18% | Q1 2026 | Apr 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 52,003 | 4,972 | 0.02% | 0.02% | 126 | +1,326 | 2.62% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Added to | 49,452 | 4,728 | 0.28% | 0.27% | 127 | +903 | 1.86% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Reduced | 49,078 | 4,692 | 0.02% | 0.03% | 128 | -3,104 | -5.95% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 46,741 | 4,545 | 0.08% | 0.1% | 129 | -9,685 | -17.16% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 47,338 | 4,526 | 0.0% | 0.0% | 130 | +14 | 0.03% | Q1 2026 | May 11, 2026 |
| Blue Edge Capital, LLC | History | No change | 46,216 | 4,394 | 0.59% | 0.59% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 45,549 | 4,331 | 0.4% | 0.39% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 45,062 | 4,308 | 3.02% | 3.04% | 133 | +95 | 0.21% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 44,811 | 4,284 | 0.02% | 0.02% | 134 | -4,797 | -9.67% | Q1 2026 | May 15, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 42,661 | 4,079 | 1.95% | 1.73% | 135 | +727 | 1.73% | Q1 2026 | Apr 28, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 42,516 | 4,065 | 0.52% | 0.56% | 136 | +368 | 0.87% | Q1 2026 | Apr 17, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 42,213 | 4,036 | 0.42% | 0.4% | 137 | +3,902 | 10.19% | Q1 2026 | May 11, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 42,132 | 4,028 | 2.14% | 2.08% | 138 | +2,733 | 6.94% | Q1 2026 | Apr 23, 2026 |
| Veridan Wealth LLC | History | Added to | 41,436 | 3,962 | 1.47% | 1.29% | 139 | +1,049 | 2.6% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 39,017 | 3,934 | 0.48% | 0.46% | 140 | +1,557 | 4.16% | Q1 2026 | May 06, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 41,038 | 3,924 | 2.06% | 2.07% | 141 | -639 | -1.53% | Q1 2026 | Apr 21, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 40,335 | 3,856 | 0.89% | 0.91% | 142 | -1,872 | -4.44% | Q1 2026 | Apr 10, 2026 |
| Heritage Wealth Advisors | History | Added to | 40,098 | 3,834 | 0.15% | 0.14% | 143 | +1,489 | 3.86% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 39,475 | 3,774 | 0.14% | 0.16% | 144 | -5,212 | -11.66% | Q1 2026 | May 13, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 39,259 | 3,753 | 1.7% | 1.72% | 145 | +2,862 | 7.86% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 39,060 | 3,734 | 0.12% | 0.07% | 146 | -2,199 | -5.33% | Q1 2026 | Apr 29, 2026 |
| Keel Point, LLC | History | No change | 39,154 | 3,723 | 0.22% | 0.22% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| eCIO, Inc. | History | Added to | 38,746 | 3,704 | 1.63% | 1.28% | 148 | +9,919 | 34.41% | Q1 2026 | Apr 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 38,424 | 3,674 | 0.33% | — | 149 | +38,424 | New | Q1 2026 | Apr 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 38,564 | 3,667 | 0.33% | 0.33% | 150 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 38,286 | 3,660 | 2.69% | 2.41% | 151 | +2,650 | 7.44% | Q1 2026 | Apr 16, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 37,663 | 3,601 | 2.0% | 2.22% | 152 | +6,210 | 19.74% | Q1 2026 | May 11, 2026 |
| Affiance Financial, LLC | History | Added to | 37,468 | 3,582 | 0.58% | 0.44% | 153 | +8,592 | 29.75% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 37,145 | 3,551 | 0.84% | 0.84% | 154 | +1,172 | 3.26% | Q1 2026 | May 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 37,002 | 3,538 | 0.19% | 0.19% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Added to | 36,653 | 3,504 | 0.08% | 0.07% | 156 | +1,367 | 3.87% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | Reduced | 34,763 | 3,498 | 0.1% | 0.1% | 157 | -597 | -1.69% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 36,196 | 3,461 | 0.01% | 0.01% | 158 | +511 | 1.43% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 36,227 | 3,444 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sincerus Advisory, LLC | History | Added to | 35,918 | 3,434 | 2.6% | 2.58% | 160 | +2,136 | 6.32% | Q1 2026 | Apr 06, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 35,675 | 3,411 | 2.04% | 1.7% | 161 | +34 | 0.1% | Q1 2026 | Apr 15, 2026 |
| Midwest Trust Co | History | Added to | 35,345 | 3,379 | 0.04% | 0.04% | 162 | +1,885 | 5.63% | Q1 2026 | May 01, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 34,944 | 3,341 | 2.17% | 2.12% | 163 | +308 | 0.89% | Q1 2026 | Apr 29, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 34,138 | 3,264 | 0.14% | 0.12% | 164 | -537 | -1.55% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 34,038 | 3,254 | 0.01% | 0.02% | 165 | -7,445 | -17.95% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 33,640 | 3,216 | 0.03% | 0.02% | 166 | +176 | 0.53% | Q1 2026 | May 11, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 33,498 | 3,203 | 0.4% | 0.39% | 167 | -786 | -2.29% | Q1 2026 | Apr 24, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 33,166 | 3,171 | 0.44% | — | 168 | +33,166 | New | Q1 2026 | Apr 16, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 33,149 | 3,169 | 1.22% | 1.18% | 169 | -255 | -0.76% | Q1 2026 | Apr 24, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 32,774 | 3,133 | 0.54% | 0.54% | 170 | +996 | 3.13% | Q1 2026 | May 05, 2026 |
| WIT, LLC | History | No change | 32,336 | 3,091 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Montis Financial, LLC | History | Added to | 32,253 | 3,084 | 0.64% | 0.59% | 172 | +824 | 2.62% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,176 | 3,076 | 0.0% | 0.0% | 173 | -217,666 | -87.12% | Q1 2026 | May 15, 2026 |
| Baron Financial Group, LLC | History | Reduced | 32,090 | 3,068 | 1.65% | 1.68% | 174 | -840 | -2.55% | Q1 2026 | Apr 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,542 | 3,016 | 0.01% | 0.01% | 175 | +375 | 1.2% | Q1 2026 | Apr 22, 2026 |
| WESBANCO BANK INC | History | Added to | 31,146 | 2,978 | 0.08% | 0.08% | 176 | +1,364 | 4.58% | Q1 2026 | Apr 21, 2026 |
| Neumann Capital Management, LLC | History | Added to | 30,750 | 2,940 | 0.87% | 0.84% | 177 | +280 | 0.92% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 30,375 | 2,904 | 0.46% | 0.55% | 178 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 29,771 | 2,846 | 0.02% | 0.01% | 179 | +1,774 | 6.34% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 29,461 | 2,817 | 0.16% | 0.17% | 180 | -2,479 | -7.76% | Q1 2026 | Apr 20, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 29,360 | 2,807 | 0.35% | 0.35% | 181 | -437 | -1.47% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 29,252 | 2,797 | 0.31% | 0.28% | 182 | +2,368 | 8.81% | Q1 2026 | May 01, 2026 |
| IMA Advisory Services, Inc. | History | No change | 28,883 | 2,761 | 0.27% | 0.26% | 183 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 27,923 | 2,670 | 0.5% | 0.47% | 184 | -1,183 | -4.06% | Q1 2026 | May 20, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 27,829 | 2,661 | 0.33% | 0.31% | 185 | +928 | 3.45% | Q1 2026 | Apr 10, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 27,688 | 2,647 | 0.07% | 0.07% | 186 | +45 | 0.16% | Q1 2026 | May 07, 2026 |
| Wealth Advisory Team LLC | History | No change | 27,510 | 2,615 | 2.31% | 2.31% | 187 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 27,139 | 2,595 | 0.22% | 0.22% | 188 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Torren Management, LLC | History | Reduced | 27,058 | 2,587 | 1.29% | 1.37% | 189 | -1,088 | -3.87% | Q1 2026 | Apr 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 26,813 | 2,563 | 0.04% | — | 190 | +26,813 | New | Q1 2026 | May 01, 2026 |
| Brooklyn FI, LLC | History | Reduced | 26,739 | 2,556 | 0.54% | 0.55% | 191 | -197 | -0.73% | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Reduced | 26,717 | 2,554 | 0.05% | 0.05% | 192 | -105 | -0.39% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,320 | 2,516 | 0.02% | 0.02% | 193 | -2,610 | -9.02% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 26,118 | 2,497 | 0.07% | 0.06% | 194 | -2,215 | -7.82% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Added to | 26,080 | 2,493 | 0.03% | 0.03% | 195 | +1,201 | 4.83% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 26,053 | 2,491 | 0.0% | — | 196 | +26,053 | New | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Reduced | 25,995 | 2,485 | 0.03% | 0.03% | 197 | -131 | -0.5% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | Reduced | 25,894 | 2,475 | 0.02% | 0.02% | 198 | -35 | -0.13% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,700 | 2,457 | 0.02% | 0.01% | 199 | +16,935 | 193.21% | Q1 2026 | May 15, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 25,479 | 2,436 | 1.92% | 2.0% | 200 | -60 | -0.23% | Q1 2026 | Apr 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 25,261 | 2,415 | 0.12% | 0.11% | 201 | -117 | -0.46% | Q1 2026 | Apr 17, 2026 |
| rebel Financial LLC | History | Reduced | 25,081 | 2,398 | 1.04% | 1.07% | 202 | -1,251 | -4.75% | Q1 2026 | Apr 24, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 24,998 | 2,390 | 1.28% | 1.27% | 203 | +1,128 | 4.73% | Q1 2026 | May 01, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 24,870 | 2,378 | 0.48% | 0.48% | 204 | -646 | -2.53% | Q1 2026 | Apr 15, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 24,668 | 2,358 | 0.64% | 0.62% | 205 | -396 | -1.58% | Q1 2026 | Apr 29, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 23,875 | 2,282 | 0.18% | 0.18% | 206 | -1,098 | -4.4% | Q1 2026 | Apr 24, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 23,863 | 2,281 | 0.27% | 0.33% | 207 | -3,362 | -12.35% | Q1 2026 | Apr 24, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 23,656 | 2,261 | 0.63% | 0.75% | 208 | -2,206 | -8.53% | Q1 2026 | Apr 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 23,527 | 2,249 | 0.34% | 0.32% | 209 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BigSur Wealth Management LLC | History | No change | 23,000 | 2,199 | 0.62% | 0.53% | 210 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OLIO Financial Planning | History | Added to | 22,605 | 2,161 | 0.6% | 0.6% | 211 | +31 | 0.14% | Q1 2026 | Apr 14, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 22,456 | 2,135 | 0.4% | 0.4% | 212 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 21,892 | 2,091 | 0.0% | 0.0% | 213 | +2,565 | 13.27% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 21,241 | 2,031 | 0.06% | 0.04% | 214 | +6,537 | 44.46% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 21,117 | 2,019 | 0.01% | 0.01% | 215 | -4,255 | -16.77% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 20,924 | 2,000 | 0.06% | 0.09% | 216 | -10,079 | -32.51% | Q1 2026 | May 13, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 20,454 | 1,955 | 1.36% | 1.48% | 217 | +3,725 | 22.27% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 20,232 | 1,934 | 0.02% | 0.02% | 218 | -80 | -0.39% | Q1 2026 | May 08, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 20,157 | 1,927 | 0.16% | 0.16% | 219 | -178 | -0.88% | Q1 2026 | Apr 01, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 18,897 | 1,904 | 0.04% | 0.04% | 220 | +780 | 4.31% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 19,580 | 1,891 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 19,706 | 1,884 | 0.0% | 0.0% | 222 | +286 | 1.47% | Q1 2026 | May 06, 2026 |
| VICUS CAPITAL | History | Added to | 19,646 | 1,878 | 0.14% | 0.12% | 223 | +2,723 | 16.09% | Q1 2026 | Apr 22, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 19,569 | 1,871 | 0.92% | 0.95% | 224 | -416 | -2.08% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 18,977 | 1,814 | 0.48% | 0.48% | 225 | +129 | 0.68% | Q1 2026 | Apr 23, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 18,918 | 1,808 | 0.23% | 0.21% | 226 | +1,253 | 7.09% | Q1 2026 | May 07, 2026 |
| Madrid Wealth Management, LLC | History | No change | 18,876 | 1,804 | 1.36% | 1.46% | 227 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Values Added Financial LLC | History | Reduced | 18,725 | 1,790 | 0.75% | 0.75% | 228 | -50 | -0.27% | Q1 2026 | Apr 20, 2026 |
| Weil Company, Inc. | History | Added to | 18,049 | 1,725 | 0.39% | 0.34% | 229 | +2,400 | 15.34% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,816 | 1,694 | 0.01% | 0.01% | 230 | +202 | 1.15% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 17,608 | 1,683 | 0.07% | 0.08% | 231 | -85 | -0.48% | Q1 2026 | Apr 09, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 17,529 | 1,676 | 0.23% | 0.23% | 232 | +65 | 0.37% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 17,527 | 1,675 | 0.01% | 0.01% | 233 | -81 | -0.46% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 17,506 | 1,673 | 0.6% | 0.59% | 234 | +46 | 0.26% | Q1 2026 | Apr 14, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 17,336 | 1,657 | 0.38% | 0.39% | 235 | -444 | -2.5% | Q1 2026 | May 04, 2026 |
| Johnson Financial Group, LLC | History | No change | 17,190 | 1,643 | 0.11% | 0.1% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 17,139 | 1,638 | 0.07% | 0.07% | 237 | +1,270 | 8.0% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 16,777 | 1,604 | 0.02% | 0.03% | 238 | +242 | 1.46% | Q1 2026 | Apr 10, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 16,686 | 1,595 | 0.34% | 0.33% | 239 | +281 | 1.71% | Q1 2026 | Apr 13, 2026 |
| CGN Advisors LLC | History | Reduced | 16,629 | 1,590 | 0.13% | 0.13% | 240 | -458 | -2.68% | Q1 2026 | Apr 13, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 16,457 | 1,573 | 1.52% | 1.56% | 241 | -57 | -0.35% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 16,380 | 1,566 | 0.02% | — | 242 | +16,380 | New | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 16,232 | 1,552 | 0.03% | 0.03% | 243 | -662 | -3.92% | Q1 2026 | May 07, 2026 |
| Williams & Novak, LLC | History | Reduced | 15,920 | 1,548 | 1.16% | 1.16% | 244 | -305 | -1.88% | Q1 2026 | Apr 20, 2026 |
| Portland Global Advisors LLC | History | Reduced | 16,130 | 1,542 | 0.16% | 0.17% | 245 | -225 | -1.38% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | No change | 15,817 | 1,512 | 0.62% | 0.62% | 246 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 15,810 | 1,509 | 0.01% | 0.01% | 247 | -105 | -0.66% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 15,714 | 1,502 | 0.21% | 0.29% | 248 | +4,442 | 39.41% | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | Added to | 15,501 | 1,482 | 0.15% | 0.13% | 249 | +806 | 5.48% | Q1 2026 | Apr 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,494 | 1,481 | 0.01% | 0.01% | 250 | -811 | -4.97% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,478 | 1,480 | 0.02% | 0.03% | 251 | +242 | 1.59% | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 14,798 | 1,414 | 0.15% | 0.15% | 252 | +563 | 3.96% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 14,691 | 1,404 | 0.02% | 0.01% | 253 | +1,150 | 8.49% | Q1 2026 | Apr 28, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 14,600 | 1,396 | 0.76% | 0.8% | 254 | -769 | -5.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 14,610 | 1,384 | 0.01% | 0.02% | 255 | -5,303 | -26.63% | Q1 2026 | May 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 14,296 | 1,366 | 0.23% | 0.24% | 256 | -86 | -0.6% | Q1 2026 | May 01, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 14,239 | 1,361 | 0.15% | 0.15% | 257 | +192 | 1.37% | Q1 2026 | May 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 14,056 | 1,344 | 0.12% | 0.12% | 258 | -141 | -0.99% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Reduced | 14,032 | 1,341 | 0.09% | 0.11% | 259 | -113 | -0.8% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 13,945 | 1,333 | 0.08% | 0.92% | 260 | -3,989,966 | -99.65% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,904 | 1,329 | 0.0% | 0.0% | 262 | -914 | -6.17% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 13,905 | 1,329 | 0.01% | 0.01% | 261 | +150 | 1.09% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 13,812 | 1,321 | 0.04% | 1.42% | 263 | -442,431 | -96.97% | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 13,792 | 1,318 | 0.22% | 0.19% | 264 | +1,600 | 13.12% | Q1 2026 | Apr 21, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 13,593 | 1,299 | 0.62% | 0.63% | 265 | -443 | -3.16% | Q1 2026 | Apr 15, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 13,347 | 1,276 | 1.06% | 1.04% | 266 | +1,174 | 9.64% | Q1 2026 | Apr 22, 2026 |
| NEPC LLC | History | No change | 13,340 | 1,275 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 13,327 | 1,274 | 0.07% | 0.07% | 268 | -47 | -0.35% | Q1 2026 | May 11, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 13,302 | 1,271 | 0.24% | 0.16% | 269 | +4,238 | 46.76% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Reduced | 13,277 | 1,269 | 0.6% | 0.69% | 270 | -1,540 | -10.39% | Q1 2026 | Apr 28, 2026 |
| HF Advisory Group, LLC | History | Added to | 13,175 | 1,259 | 0.43% | 0.42% | 271 | +408 | 3.2% | Q1 2026 | Apr 21, 2026 |
| Omega Financial Group, LLC | History | Reduced | 12,955 | 1,238 | 0.4% | 0.43% | 272 | -790 | -5.75% | Q1 2026 | May 12, 2026 |
| M. Kulyk & Associates, LLC | History | New | 12,802 | 1,224 | 0.23% | — | 273 | +12,802 | New | Q1 2026 | May 06, 2026 |
| Mendel Capital Management LLC | History | New | 12,739 | 1,218 | 0.61% | — | 274 | +12,739 | New | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,648 | 1,209 | 0.04% | 0.04% | 275 | -1,100 | -8.0% | Q1 2026 | Apr 08, 2026 |
| Argentarii, LLC | History | No change | 12,398 | 1,185 | 0.41% | 0.38% | 276 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ipsen Advisor Group LLC | History | No change | 12,353 | 1,174 | 0.83% | 0.83% | 277 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 12,315 | 1,171 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 12,203 | 1,166 | 0.08% | 0.02% | 279 | +9,181 | 303.81% | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 12,162 | 1,162 | 0.02% | 0.01% | 280 | +6,384 | 110.49% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,134 | 1,160 | 0.0% | 0.0% | 281 | +1,685 | 16.13% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,094 | 1,156 | 0.02% | 0.02% | 282 | +533 | 4.61% | Q1 2026 | Apr 10, 2026 |
| LexAurum Advisors, LLC | History | New | 12,032 | 1,150 | 0.15% | — | 284 | +12,032 | New | Q1 2026 | Apr 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 12,033 | 1,150 | 0.34% | 0.31% | 283 | +1,633 | 15.7% | Q1 2026 | Apr 20, 2026 |
| Carr Financial Group Corp | History | Reduced | 11,933 | 1,141 | 0.3% | 0.3% | 285 | -50 | -0.42% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,846 | 1,132 | 0.01% | 0.01% | 286 | +15 | 0.13% | Q1 2026 | May 08, 2026 |
| Cascade Financial Partners, LLC | History | No change | 11,767 | 1,125 | 0.12% | 0.11% | 287 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,734 | 1,121 | 0.01% | 0.01% | 288 | -1,240 | -9.56% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Reduced | 11,713 | 1,119 | 0.03% | 0.03% | 289 | -412 | -3.4% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | New | 11,635 | 1,112 | 0.17% | — | 291 | +11,635 | New | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 11,635 | 1,112 | 0.03% | 0.0% | 290 | +11,535 | 11535.0% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,549 | 1,104 | 0.04% | 0.05% | 292 | -171 | -1.46% | Q1 2026 | May 19, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 11,351 | 1,085 | 1.14% | 1.09% | 293 | +97 | 0.86% | Q1 2026 | May 12, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 11,240 | 1,074 | 0.26% | 0.24% | 295 | +484 | 4.5% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 11,239 | 1,074 | 0.06% | 0.05% | 294 | +410 | 3.79% | Q1 2026 | May 04, 2026 |
| Diversified Enterprises, LLC | History | Added to | 11,215 | 1,072 | 0.06% | 0.06% | 296 | +25 | 0.22% | Q1 2026 | May 14, 2026 |
| Brewster Financial Planning LLC | History | Reduced | 11,149 | 1,066 | 0.64% | 0.65% | 297 | -25 | -0.22% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,085 | 1,059 | 0.02% | 0.02% | 298 | -253 | -2.23% | Q1 2026 | Apr 14, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 10,875 | 1,039 | 0.35% | 0.33% | 299 | -1,236 | -10.21% | Q1 2026 | Apr 08, 2026 |
| XY Planning Network, Inc. | History | Reduced | 10,658 | 1,036 | 0.17% | 0.18% | 300 | -45 | -0.42% | Q1 2026 | Apr 14, 2026 |