iShares, Inc. - ESGE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
644 rows for faster page load.
Load all rows.
Rows: 0
| 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 | Added to | 16,718,544 | 760,192 | 0.06% | 0.05% | 1 | +2,683,830 | 19.12% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,651,930 | 256,993 | 0.02% | 0.01% | 2 | +766,073 | 15.68% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,518,423 | 250,922 | 0.03% | 0.03% | 3 | +324,140 | 6.24% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,223,149 | 237,496 | 0.62% | 0.76% | 4 | -1,153,599 | -18.09% | Q1 2026 | May 14, 2026 |
| WIT, LLC | History | Added to | 5,181,755 | 235,614 | 4.45% | 4.07% | 5 | +580,431 | 12.61% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,328,764 | 151,358 | 0.04% | 0.05% | 6 | -221,629 | -6.24% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 3,182,530 | 144,710 | 0.27% | 0.27% | 7 | -71,793 | -2.21% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 2,886,030 | 131,227 | 0.01% | 0.01% | 8 | -34,891 | -1.19% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,961,522 | 129,714 | 0.99% | — | 9 | +2,961,522 | New | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,504,524 | 113,880 | 0.25% | 0.25% | 10 | -63,548 | -2.47% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,412,664 | 105,674 | 0.01% | 0.01% | 11 | +15,450 | 0.64% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,103,935 | 95,665 | 0.0% | 0.0% | 12 | +756,018 | 56.09% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 2,014,202 | 91,585 | 0.06% | 0.06% | 13 | +51,686 | 2.63% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,732,833 | 78,791 | 0.01% | 0.02% | 14 | -612,898 | -26.13% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,683,278 | 76,538 | 0.02% | 0.02% | 15 | +168,859 | 11.15% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,411,296 | 64,159 | 0.01% | 0.01% | 16 | -39,707 | -2.74% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,326,888 | 60,333 | 0.01% | 0.01% | 17 | +48,703 | 3.81% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 1,206,838 | 60,090 | 0.07% | 0.05% | 18 | +300,071 | 33.09% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,254,277 | 57,031 | 0.03% | 0.03% | 19 | +38,505 | 3.17% | Q1 2026 | May 08, 2026 |
| Acorns Advisers, LLC | History | Reduced | 1,215,383 | 55,263 | 0.41% | 0.41% | 20 | -32,687 | -2.62% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,044,895 | 47,511 | 0.18% | — | 21 | +1,044,895 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 937,064 | 42,608 | 0.06% | 0.06% | 22 | -8,603 | -0.91% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 799,904 | 36,371 | 0.02% | 0.02% | 23 | +32,605 | 4.25% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 754,484 | 34,306 | 0.01% | 0.01% | 24 | +9,313 | 1.25% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 715,454 | 32,531 | 0.0% | 0.0% | 25 | +73,766 | 11.5% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 585,790 | 26,635 | 0.55% | 0.53% | 26 | -13,874 | -2.31% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 574,551 | 26,124 | 0.05% | 0.06% | 27 | +124,049 | 27.54% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 573,247 | 26,065 | 0.09% | 0.1% | 28 | -116,548 | -16.9% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 564,830 | 25,682 | 0.14% | 0.1% | 29 | -65,663 | -10.41% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 557,433 | 25,346 | 0.38% | — | 30 | +557,433 | New | Q1 2026 | May 05, 2026 |
| IMPACTfolio, LLC | History | Added to | 485,629 | 22,081 | 9.38% | 8.32% | 31 | +37,185 | 8.29% | Q1 2026 | Apr 30, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 470,600 | 21,398 | 0.14% | — | 32 | +470,600 | New | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 425,038 | 19,326 | 0.23% | 0.21% | 33 | +14,804 | 3.61% | Q1 2026 | May 15, 2026 |
| Forefront Analytics, LLC | History | Added to | 369,453 | 16,799 | 15.28% | 14.18% | 34 | +5,725 | 1.57% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 364,413 | 16,569 | 0.02% | 0.02% | 35 | -15,364 | -4.05% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 363,309 | 16,519 | 0.02% | 0.02% | 36 | +5,598 | 1.56% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 351,620 | 15,988 | 0.02% | 0.02% | 37 | -19,655 | -5.29% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | Added to | 348,586 | 15,850 | 0.27% | 0.26% | 38 | +5,706 | 1.66% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 346,800 | 15,768 | 0.01% | — | 39 | +346,778 | 1576263.64% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 337,965 | 15,367 | 0.01% | 0.02% | 40 | -14,646 | -4.15% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 326,033 | 14,824 | 0.0% | 0.0% | 41 | -13,046 | -3.85% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 324,716 | 14,763 | 0.02% | 0.02% | 42 | +13,388 | 4.3% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 313,840 | 14,270 | 0.11% | — | 43 | +313,840 | New | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 312,930 | 14,228 | 0.08% | 0.07% | 44 | +82,853 | 36.01% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 283,275 | 12,880 | 0.18% | — | 45 | +283,275 | New | Q1 2026 | May 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 271,331 | 12,337 | 0.21% | 0.22% | 46 | -6,572 | -2.36% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 270,273 | 12,289 | 0.03% | 0.03% | 47 | +19,131 | 7.62% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 248,024 | 11,277 | 0.02% | 0.02% | 48 | -29,070 | -10.49% | Q1 2026 | May 15, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 200,000 | 9,094 | 0.21% | — | 49 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 198,455 | 9,023 | 0.12% | 0.12% | 50 | +4,307 | 2.22% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 198,669 | 8,775 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 183,335 | 8,336 | 0.02% | 0.03% | 52 | -53,725 | -22.66% | Q1 2026 | May 04, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 173,536 | 7,890 | 0.53% | 0.53% | 53 | +227 | 0.13% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 168,124 | 7,644 | 0.01% | 0.0% | 54 | +84,655 | 101.42% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 167,888 | 7,633 | 0.0% | 0.0% | 55 | -24,484 | -12.73% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 166,631 | 7,576 | 0.0% | 0.0% | 56 | +39,906 | 31.49% | Q1 2026 | May 04, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 162,446 | 7,386 | 2.17% | 2.19% | 57 | -1,792 | -1.09% | Q1 2026 | Apr 16, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 157,424 | 7,158 | 0.39% | 0.39% | 58 | -5,167 | -3.18% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 157,147 | 7,145 | 0.07% | 0.07% | 59 | -880 | -0.56% | Q1 2026 | Apr 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 155,372 | 7,064 | 0.08% | 0.08% | 60 | +2,811 | 1.84% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 155,824 | 6,891 | 0.0% | 0.0% | 61 | +51,405 | 49.23% | Q1 2026 | May 15, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 151,187 | 6,677 | 0.88% | 0.88% | 62 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 144,636 | 6,576 | 0.0% | 0.0% | 63 | +54,488 | 60.44% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 143,596 | 6,529 | 0.01% | 0.01% | 64 | +20,836 | 16.97% | Q1 2026 | May 14, 2026 |
| Stanich Group LLC | History | Added to | 141,849 | 6,449 | 4.92% | 4.55% | 65 | +5,181 | 3.79% | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 132,209 | 6,011 | 3.17% | 3.38% | 66 | -6,035 | -4.37% | Q1 2026 | Apr 23, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 127,953 | 5,818 | 0.42% | — | 67 | +127,953 | New | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 127,754 | 5,808 | 0.0% | 0.0% | 68 | +17,856 | 16.25% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 127,246 | 5,785 | 0.03% | 0.03% | 69 | +10,748 | 9.23% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 125,952 | 5,671 | 0.01% | 0.01% | 70 | -13,904 | -9.94% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 123,954 | 5,636 | 0.01% | 0.01% | 71 | +5,580 | 4.71% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 121,367 | 5,518 | 0.14% | 0.15% | 72 | -9,147 | -7.01% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 112,698 | 5,124 | 0.02% | 0.02% | 73 | +1,361 | 1.22% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 111,059 | 5,049 | 0.04% | 0.04% | 74 | -2,602 | -2.29% | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | Reduced | 109,765 | 4,991 | 0.35% | 0.37% | 75 | -5,075 | -4.42% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 107,240 | 4,876 | 0.01% | 0.01% | 76 | -10,319 | -8.78% | Q1 2026 | Apr 22, 2026 |
| BAILARD, INC. | History | Reduced | 107,136 | 4,871 | 0.11% | 0.11% | 77 | -7,213 | -6.31% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 105,070 | 4,777 | 0.0% | 0.01% | 78 | -7,300 | -6.5% | Q1 2026 | May 04, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 104,434 | 4,748 | 0.16% | 0.17% | 79 | -3,914 | -3.61% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 101,318 | 4,606 | 0.01% | 0.01% | 80 | -7,347 | -6.76% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 100,117 | 4,552 | 0.01% | — | 81 | +100,117 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | No change | 97,881 | 4,450 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 96,890 | 4,405 | 0.01% | 0.01% | 83 | +15,474 | 19.01% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 94,638 | 4,303 | 0.85% | 0.82% | 84 | -345 | -0.36% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 90,122 | 4,097 | 0.01% | 0.01% | 85 | +3,682 | 4.26% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 89,925 | 4,088 | 0.02% | 0.02% | 86 | +9,568 | 11.91% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 87,413 | 3,974 | 0.0% | 0.0% | 87 | -287,431 | -76.68% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 83,312 | 3,679 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Reduced | 71,387 | 3,635 | 0.05% | 0.06% | 89 | -148 | -0.21% | Q1 2026 | Apr 20, 2026 |
| Centennial Bank/AR/ | History | Added to | 79,400 | 3,610 | 1.3% | 0.71% | 90 | +39,025 | 96.66% | Q1 2026 | May 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 79,381 | 3,609 | 1.11% | 0.44% | 91 | +41,162 | 107.7% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 77,278 | 3,513 | 0.13% | 0.14% | 92 | -9,430 | -10.88% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 78,626 | 3,472 | 0.0% | 0.0% | 93 | +23,768 | 43.33% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 76,300 | 3,469 | 0.01% | 0.0% | 94 | +67,400 | 757.3% | Q1 2026 | May 14, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 74,218 | 3,374 | 2.79% | 2.76% | 95 | +4,956 | 7.16% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 74,101 | 3,369 | 0.0% | 0.0% | 96 | +5,949 | 8.73% | Q1 2026 | May 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 74,667 | 3,298 | 0.24% | 0.24% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 72,117 | 3,279 | 0.01% | 0.01% | 98 | -1,417 | -1.93% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 70,602 | 3,200 | 0.01% | 0.0% | 99 | +41,823 | 145.32% | Q1 2026 | Apr 08, 2026 |
| rebel Financial LLC | History | Reduced | 69,274 | 3,149 | 1.37% | 1.46% | 100 | -8,115 | -10.49% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Reduced | 66,336 | 3,018 | 0.01% | 0.02% | 101 | -212 | -0.32% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 65,257 | 2,967 | 0.08% | 0.07% | 102 | +5,180 | 8.62% | Q1 2026 | Apr 28, 2026 |
| AlTi Global, Inc. | History | No change | 64,723 | 2,942 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 63,813 | 2,901 | 0.33% | 0.28% | 104 | +7,401 | 13.12% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 63,153 | 2,871 | 0.05% | 0.05% | 105 | +2,357 | 3.88% | Q1 2026 | Apr 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 63,089 | 2,868 | 0.09% | 0.08% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 61,790 | 2,809 | 0.04% | 0.04% | 107 | -223 | -0.36% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,423 | 2,792 | 0.0% | 0.01% | 108 | -156 | -0.25% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 61,367 | 2,790 | 0.23% | 0.21% | 109 | +422 | 0.69% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 61,251 | 2,785 | 0.04% | 0.05% | 110 | -11,625 | -15.95% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 60,711 | 2,760 | 1.06% | 1.01% | 111 | -479 | -0.78% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Management, LLC | History | Added to | 59,935 | 2,725 | 1.15% | 1.29% | 112 | +5,724 | 10.56% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 59,337 | 2,698 | 0.04% | 0.05% | 113 | +2,668 | 4.71% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 59,021 | 2,683 | 0.01% | 0.01% | 114 | -366 | -0.62% | Q1 2026 | May 05, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 58,943 | 2,680 | 0.23% | 0.24% | 115 | -4,160 | -6.59% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 57,159 | 2,599 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 55,821 | 2,538 | 0.02% | 0.02% | 117 | -528 | -0.94% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 54,996 | 2,500 | 0.31% | 0.32% | 118 | -4,471 | -7.52% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 54,665 | 2,485 | 0.02% | 0.02% | 119 | -21,716 | -28.43% | Q1 2026 | May 13, 2026 |
| North Berkeley Wealth Management, LLC | History | New | 54,045 | 2,457 | 1.3% | — | 120 | +54,045 | New | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 53,615 | 2,437 | 0.01% | 0.01% | 121 | -931 | -1.71% | Q1 2026 | Apr 24, 2026 |
| One Capital Management, LLC | History | Added to | 53,260 | 2,421 | 0.07% | 0.06% | 122 | +10,907 | 25.75% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 53,058 | 2,412 | 0.02% | 0.02% | 123 | +365 | 0.69% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 52,753 | 2,398 | 0.01% | 0.02% | 124 | -5,729 | -9.8% | Q1 2026 | May 15, 2026 |
| Impact Investors, Inc | History | Added to | 52,697 | 2,396 | 1.66% | 1.36% | 125 | +8,296 | 18.68% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 52,619 | 2,392 | 0.01% | 0.0% | 126 | +16,152 | 44.29% | Q1 2026 | May 14, 2026 |
| Affiance Financial, LLC | History | Added to | 51,356 | 2,335 | 0.38% | 0.36% | 127 | +1,192 | 2.38% | Q1 2026 | Apr 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 52,609 | 2,323 | 0.31% | 0.31% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 45,597 | 2,309 | 0.69% | 0.69% | 129 | -333 | -0.73% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,197 | 2,299 | 0.02% | 0.02% | 130 | +14,472 | 40.51% | Q1 2026 | Apr 07, 2026 |
| SOFI WEALTH, LLC | History | Added to | 47,363 | 2,153 | 0.1% | 0.08% | 131 | +10,606 | 28.85% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 46,120 | 2,097 | 0.03% | 0.03% | 132 | +996 | 2.21% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Added to | 44,999 | 2,046 | 0.01% | 0.01% | 133 | +3,847 | 9.35% | Q1 2026 | Apr 27, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 40,089 | 2,038 | 0.28% | 0.27% | 134 | -909 | -2.22% | Q1 2026 | Apr 28, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 45,897 | 2,027 | 0.19% | 0.18% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 43,796 | 2,005 | 0.32% | 0.33% | 136 | +444 | 1.02% | Q1 2026 | Apr 14, 2026 |
| DRW Securities, LLC | History | Reduced | 43,732 | 1,988 | 0.03% | 0.22% | 137 | -148,589 | -77.26% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 44,598 | 1,969 | 0.01% | 0.02% | 138 | -5,984 | -11.83% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 43,118 | 1,960 | 0.16% | 0.17% | 139 | -752 | -1.71% | Q1 2026 | Apr 22, 2026 |
| Baron Financial Group, LLC | History | Reduced | 42,586 | 1,936 | 1.04% | 1.08% | 140 | -2,866 | -6.31% | Q1 2026 | Apr 09, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 42,430 | 1,929 | 1.52% | 1.62% | 141 | -2,025 | -4.56% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 42,345 | 1,925 | 0.06% | 0.06% | 142 | -926 | -2.14% | Q1 2026 | Apr 08, 2026 |
| Heritage Wealth Advisors | History | Added to | 41,918 | 1,906 | 0.07% | 0.07% | 143 | +1,835 | 4.58% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 41,564 | 1,889 | 0.02% | 0.02% | 144 | +2,963 | 7.68% | Q1 2026 | Apr 16, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 41,432 | 1,883 | 1.0% | 0.98% | 145 | +1,404 | 3.51% | Q1 2026 | Apr 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 41,074 | 1,867 | 0.11% | 0.45% | 146 | -4,175,395 | -99.03% | Q1 2026 | May 12, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 40,318 | 1,833 | 0.22% | 0.21% | 147 | +3,728 | 10.19% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 40,384 | 1,829 | 0.02% | 0.03% | 148 | -6,828 | -14.46% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 39,590 | 1,800 | 0.0% | 0.0% | 149 | +3,072 | 8.41% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,566 | 1,799 | 0.01% | 0.01% | 150 | +5,545 | 16.3% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,451 | 1,794 | 0.0% | 0.0% | 151 | +2,838 | 7.75% | Q1 2026 | May 13, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 39,191 | 1,782 | 1.48% | 1.53% | 152 | -2,399 | -5.77% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 38,950 | 1,771 | 0.19% | 0.17% | 153 | +4,090 | 11.73% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 38,711 | 1,760 | 0.01% | 0.01% | 154 | +24,353 | 169.61% | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 37,705 | 1,714 | 1.65% | 1.67% | 155 | -471 | -1.23% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 37,669 | 1,712 | 0.0% | 0.0% | 156 | +259 | 0.69% | Q1 2026 | May 13, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 37,325 | 1,697 | 0.23% | 0.23% | 158 | -3,325 | -8.18% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Reduced | 37,324 | 1,697 | 0.02% | 0.02% | 157 | -2,889 | -7.18% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 36,483 | 1,658 | 0.04% | 0.04% | 159 | +1,602 | 4.59% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | New | 36,340 | 1,652 | 0.03% | — | 160 | +36,340 | New | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 36,181 | 1,644 | 0.02% | 0.02% | 161 | -753 | -2.04% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 35,826 | 1,629 | 0.03% | 0.03% | 162 | +856 | 2.45% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 35,823 | 1,628 | 0.13% | 0.11% | 163 | +5,421 | 17.83% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 34,980 | 1,590 | 0.03% | 0.01% | 164 | +16,330 | 87.56% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 34,862 | 1,585 | 0.0% | 0.0% | 165 | -22,183 | -38.89% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 34,621 | 1,574 | 0.03% | 0.02% | 166 | +10,456 | 43.27% | Q1 2026 | May 07, 2026 |
| eCIO, Inc. | History | Added to | 34,286 | 1,559 | 0.68% | 0.34% | 167 | +17,948 | 109.85% | Q1 2026 | Apr 14, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 34,055 | 1,548 | 0.46% | 0.44% | 168 | -770 | -2.21% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 33,943 | 1,543 | 0.01% | 0.01% | 169 | -254 | -0.74% | Q1 2026 | May 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 33,899 | 1,541 | 0.14% | 0.14% | 170 | -103 | -0.3% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 33,333 | 1,515 | 0.04% | 0.04% | 171 | +185 | 0.56% | Q1 2026 | May 07, 2026 |
| Omega Financial Group, LLC | History | Reduced | 33,299 | 1,514 | 0.49% | 0.56% | 172 | -5,521 | -14.22% | Q1 2026 | May 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 32,855 | 1,493 | 0.17% | 0.17% | 173 | +218 | 0.67% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 31,874 | 1,449 | 0.07% | 0.07% | 174 | -890 | -2.72% | Q1 2026 | Apr 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 31,638 | 1,438 | 0.04% | 0.02% | 175 | +15,499 | 96.03% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 31,430 | 1,429 | 0.04% | 0.4% | 176 | -270,785 | -89.6% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,188 | 1,418 | 0.01% | 0.01% | 177 | +1,094 | 3.64% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 31,156 | 1,416 | 0.92% | 0.9% | 178 | -306 | -0.97% | Q1 2026 | Apr 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 31,026 | 1,410 | 0.18% | 0.2% | 179 | -748 | -2.35% | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Added to | 30,382 | 1,381 | 0.39% | 0.38% | 180 | +574 | 1.93% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | New | 30,289 | 1,377 | 0.02% | — | 181 | +30,289 | New | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 30,000 | 1,364 | 0.06% | 0.05% | 182 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 29,667 | 1,348 | 0.16% | — | 183 | +29,667 | New | Q1 2026 | May 15, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 29,374 | 1,335 | 0.31% | 0.31% | 184 | -1,314 | -4.28% | Q1 2026 | Apr 10, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 29,194 | 1,327 | 0.8% | 0.41% | 185 | +10,599 | 57.0% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisory Team LLC | History | No change | 29,313 | 1,294 | 1.14% | 1.14% | 186 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 28,249 | 1,284 | 0.11% | — | 187 | +28,249 | New | Q1 2026 | Apr 08, 2026 |
| Weil Company, Inc. | History | Reduced | 28,136 | 1,279 | 0.29% | 0.3% | 188 | -1,169 | -3.99% | Q1 2026 | Apr 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 28,840 | 1,273 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WESBANCO BANK INC | History | Reduced | 27,979 | 1,272 | 0.04% | 0.04% | 190 | -2,197 | -7.28% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 27,498 | 1,250 | 0.03% | 0.03% | 191 | -2,526 | -8.41% | Q1 2026 | Apr 21, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 27,272 | 1,240 | 0.04% | 0.04% | 192 | +2,808 | 11.48% | Q1 2026 | May 07, 2026 |
| Torren Management, LLC | History | Reduced | 27,185 | 1,236 | 0.62% | 0.66% | 193 | -2,097 | -7.16% | Q1 2026 | Apr 30, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 26,957 | 1,225 | 0.86% | 0.83% | 194 | +386 | 1.45% | Q1 2026 | May 13, 2026 |
| Maia Wealth LLC | History | Reduced | 26,407 | 1,200 | 0.2% | 0.24% | 195 | -2,631 | -9.06% | Q1 2026 | May 08, 2026 |
| Equita Financial Network, Inc. | History | Added to | 26,097 | 1,186 | 0.37% | 0.33% | 196 | +996 | 3.97% | Q1 2026 | Apr 23, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 26,055 | 1,184 | 0.08% | 0.05% | 197 | +10,377 | 66.19% | Q1 2026 | May 07, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 26,051 | 1,184 | 0.15% | 0.14% | 198 | -235 | -0.89% | Q1 2026 | Apr 24, 2026 |
| Trilogy Capital Inc. | History | Added to | 25,598 | 1,163 | 0.05% | 0.05% | 199 | +483 | 1.92% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 25,160 | 1,144 | 0.16% | 0.14% | 201 | +2,839 | 12.72% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | No change | 25,920 | 1,144 | 0.08% | 0.08% | 200 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 25,127 | 1,142 | 0.02% | 0.02% | 202 | -296 | -1.16% | Q1 2026 | Apr 10, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 24,900 | 1,132 | 0.14% | 0.13% | 204 | +157 | 0.63% | Q1 2026 | Apr 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 24,913 | 1,132 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 24,601 | 1,118 | 0.12% | 0.11% | 205 | +1,564 | 6.79% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 24,318 | 1,105 | 0.45% | 0.43% | 206 | -137 | -0.56% | Q1 2026 | May 07, 2026 |
| Amundi | History | Reduced | 24,115 | 1,096 | 0.0% | 0.0% | 207 | -9,817 | -28.93% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 23,743 | 1,079 | 0.06% | 0.07% | 208 | -2,717 | -10.27% | Q1 2026 | Apr 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 23,582 | 1,072 | 0.33% | 0.24% | 209 | -1,717 | -6.79% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 23,031 | 1,047 | 0.02% | 0.02% | 210 | +3,219 | 16.25% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 23,464 | 1,036 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 22,721 | 1,033 | 0.53% | 0.2% | 212 | +13,947 | 158.96% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 22,245 | 1,011 | 0.03% | 0.02% | 213 | +4,465 | 25.11% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 22,163 | 1,007 | 0.02% | 0.02% | 214 | +3,201 | 16.88% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 19,958 | 1,000 | 0.02% | 0.02% | 216 | +10,622 | 113.77% | Q1 2026 | May 01, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 22,009 | 1,000 | 0.07% | 0.07% | 215 | +789 | 3.72% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Reduced | 21,901 | 995 | 0.09% | 0.11% | 217 | -4,076 | -15.69% | Q1 2026 | Apr 13, 2026 |
| Opes Wealth Management LLC | History | Reduced | 21,648 | 984 | 0.16% | 0.17% | 218 | -1,560 | -6.72% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 21,522 | 978 | 0.02% | 0.02% | 219 | +545 | 2.6% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,330 | 969 | 0.02% | 0.02% | 220 | -2,308 | -9.76% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 19,419 | 968 | 0.13% | 0.08% | 221 | +9,966 | 105.43% | Q1 2026 | May 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 20,999 | 954 | 0.17% | 0.16% | 222 | -85 | -0.4% | Q1 2026 | May 05, 2026 |
| Brooklyn FI, LLC | History | Reduced | 20,797 | 945 | 0.2% | 0.2% | 223 | -381 | -1.8% | Q1 2026 | May 11, 2026 |
| Austin Private Wealth, LLC | History | No change | 20,967 | 926 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jordan Park Group LLC | History | Added to | 20,089 | 913 | 0.05% | 0.05% | 225 | +600 | 3.08% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,172 | 909 | 0.03% | 0.03% | 226 | -1,155 | -5.98% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 19,628 | 892 | 0.02% | 0.02% | 227 | -2,202 | -10.09% | Q1 2026 | Apr 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 19,461 | 884 | 0.13% | 0.12% | 228 | +1,484 | 8.25% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,366 | 880 | 0.03% | 0.03% | 229 | +2,497 | 14.8% | Q1 2026 | May 19, 2026 |
| Madrid Wealth Management, LLC | History | No change | 19,326 | 878 | 0.66% | 0.69% | 230 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 19,302 | 877 | 0.48% | 0.47% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 19,172 | 872 | 0.03% | 0.02% | 232 | -125 | -0.65% | Q1 2026 | Apr 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 19,102 | 868 | 0.01% | 0.01% | 233 | +680 | 3.69% | Q1 2026 | May 11, 2026 |
| Diversified Enterprises, LLC | History | Added to | 19,056 | 866 | 0.05% | 0.04% | 235 | +5,716 | 42.85% | Q1 2026 | May 14, 2026 |
| OLIO Financial Planning | History | Reduced | 19,056 | 866 | 0.24% | 0.24% | 234 | -195 | -1.01% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 19,013 | 864 | 0.03% | 0.03% | 236 | +12,999 | 216.15% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 18,949 | 861 | 0.0% | — | 237 | +18,949 | New | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,805 | 855 | 0.0% | 0.0% | 238 | +22 | 0.12% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 18,591 | 845 | 0.0% | 0.0% | 239 | +298 | 1.63% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 18,593 | 845 | 0.14% | 0.16% | 240 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 18,572 | 844 | 0.17% | 0.2% | 241 | -2,157 | -10.41% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 18,552 | 843 | 0.0% | 0.0% | 242 | +13,467 | 264.84% | Q1 2026 | May 15, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 18,285 | 831 | 0.38% | 0.38% | 243 | +744 | 4.24% | Q1 2026 | Apr 20, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 18,260 | 830 | 0.03% | 0.04% | 244 | -1,914 | -9.49% | Q1 2026 | Apr 30, 2026 |
| Prism Advisors, Inc. | History | Reduced | 18,021 | 819 | 0.22% | 0.21% | 245 | -72 | -0.4% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 17,920 | 814 | 0.02% | 0.02% | 246 | -2,552 | -12.47% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 17,920 | 814 | 0.12% | 0.13% | 247 | -1,967 | -9.89% | Q1 2026 | May 11, 2026 |
| Napier Financial, LLC | History | Reduced | 17,795 | 809 | 0.19% | 0.21% | 248 | -898 | -4.8% | Q1 2026 | May 05, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 17,636 | 801 | 0.25% | 0.25% | 249 | -356 | -1.98% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Added to | 17,566 | 798 | 0.0% | 0.0% | 250 | +698 | 4.14% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 17,356 | 789 | 0.21% | 0.21% | 251 | -257 | -1.46% | Q1 2026 | Apr 23, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 17,286 | 785 | 0.38% | 0.38% | 252 | -107 | -0.62% | Q1 2026 | Apr 08, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 17,063 | 775 | 0.54% | 0.68% | 253 | +433 | 2.6% | Q1 2026 | Apr 22, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 16,841 | 765 | 0.21% | 0.21% | 254 | +15 | 0.09% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 16,520 | 751 | 0.0% | 0.0% | 255 | +248 | 1.52% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 16,424 | 747 | 0.02% | 0.02% | 256 | +1,072 | 6.98% | Q1 2026 | May 14, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 16,256 | 746 | 0.12% | 0.12% | 257 | -723 | -4.26% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | No change | 16,208 | 741 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 15,967 | 726 | 0.1% | 0.1% | 259 | -540 | -3.27% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,814 | 719 | 0.04% | 0.05% | 260 | -2,602 | -14.13% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,814 | 719 | 0.02% | 0.02% | 261 | +776 | 5.16% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | No change | 15,626 | 710 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fund Evaluation Group, LLC | History | No change | 15,605 | 709 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smart Portfolios, LLC | History | Added to | 15,533 | 706 | 0.7% | 0.67% | 264 | +344 | 2.26% | Q1 2026 | May 01, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 15,530 | 706 | 0.07% | 0.06% | 265 | +289 | 1.9% | Q1 2026 | May 11, 2026 |
| Benchmark Financial, LLC | History | Added to | 15,508 | 705 | 0.63% | 0.64% | 266 | +1,000 | 6.89% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Reduced | 15,391 | 699 | 0.01% | 0.01% | 267 | -984 | -6.01% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,222 | 692 | 0.01% | 0.01% | 268 | +3,976 | 35.35% | Q1 2026 | Apr 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 15,170 | 689 | 0.01% | 0.01% | 269 | -1,508 | -9.04% | Q1 2026 | May 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 15,092 | 686 | 0.03% | 0.03% | 270 | -226 | -1.48% | Q1 2026 | Apr 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 15,063 | 684 | 0.04% | 0.04% | 271 | -1,106 | -6.84% | Q1 2026 | Apr 09, 2026 |
| Keel Point, LLC | History | No change | 15,277 | 674 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 14,839 | 674 | 0.4% | 0.4% | 273 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fort Point Capital Partners LLC | History | No change | 14,603 | 663 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 14,310 | 650 | 0.1% | 0.09% | 275 | +1,054 | 7.95% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 14,151 | 643 | 0.03% | 0.04% | 276 | -194 | -1.35% | Q1 2026 | Apr 16, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 14,092 | 641 | 0.35% | 0.3% | 277 | +1,745 | 14.13% | Q1 2026 | May 07, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 14,114 | 641 | 0.15% | 0.15% | 278 | -613 | -4.16% | Q1 2026 | May 04, 2026 |
| Plancorp, LLC | History | Reduced | 13,135 | 637 | 0.02% | 0.02% | 279 | -209 | -1.57% | Q1 2026 | Apr 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 13,982 | 635 | 0.07% | 0.07% | 280 | +361 | 2.65% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 13,872 | 630 | 0.05% | 0.05% | 281 | +260 | 1.91% | Q1 2026 | May 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 13,840 | 629 | 0.05% | 0.05% | 282 | -580 | -4.02% | Q1 2026 | Apr 20, 2026 |
| CIBC Asset Management Inc | History | No change | 13,610 | 618 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 13,544 | 615 | 0.03% | 0.03% | 285 | -2,093 | -13.38% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 13,538 | 615 | 0.0% | 0.0% | 284 | +1,576 | 13.18% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 13,464 | 612 | 0.01% | 0.01% | 286 | +94 | 0.7% | Q1 2026 | May 08, 2026 |
| Portland Global Advisors LLC | History | No change | 13,275 | 603 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Falcon Wealth Planning | History | Added to | 13,092 | 595 | 0.04% | 0.05% | 288 | +178 | 1.38% | Q1 2026 | Apr 20, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 12,902 | 586 | 0.28% | 0.29% | 289 | -1,129 | -8.05% | Q1 2026 | Apr 15, 2026 |
| Capital Advantage, Inc. | History | Added to | 12,865 | 584 | 0.08% | 0.07% | 290 | +977 | 8.22% | Q1 2026 | Apr 10, 2026 |
| PDS Planning, Inc | History | Reduced | 12,808 | 582 | 0.04% | 0.04% | 291 | -671 | -4.98% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,730 | 578 | 0.01% | 0.0% | 292 | +4,293 | 50.88% | Q1 2026 | Apr 20, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 12,645 | 574 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Diversified Trust Co | History | No change | 12,607 | 573 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 12,489 | 571 | 0.01% | 0.0% | 295 | +6,366 | 103.97% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 12,579 | 571 | 0.15% | 0.15% | 296 | +115 | 0.92% | Q1 2026 | Apr 16, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 12,428 | 565 | 0.42% | 0.39% | 297 | +140 | 1.14% | Q1 2026 | Apr 16, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 12,422 | 564 | 0.33% | 0.35% | 298 | -224 | -1.77% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Reduced | 12,250 | 557 | 0.04% | 0.05% | 299 | -655 | -5.08% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Added to | 12,111 | 550 | 0.01% | 0.01% | 300 | +1,712 | 16.46% | Q1 2026 | May 11, 2026 |