iSHARES TRUST - EUFN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Fisher Asset Management, LLC History Reduced 20,156,872 702,467 0.24% 0.47% 1 -16,860,454 -45.55% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Added to 10,577,254 353,597 0.02% 0.02% 2 +3,307,884 45.5% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 5,437,244 189,488 0.01% 0.01% 3 -15,383 -0.28% Q1 2026 May 15, 2026
1607 Capital Partners, LLC History Reduced 3,073,192 107,100 7.72% 9.62% 4 -731,835 -19.23% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,711,561 59,647 0.04% 0.03% 5 +352,981 25.98% Q1 2026 May 15, 2026
RiverFront Investment Group, LLC History Added to 1,285,082 44,785 0.69% 0.73% 6 +86,771 7.24% Q1 2026 May 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,159,840 40,420 0.01% 0.01% 7 -153,520 -11.69% Q1 2026 May 04, 2026
JANE STREET GROUP, LLC History Added to 942,278 32,838 0.0% 0.0% 8 +827,514 721.06% Q1 2026 May 12, 2026
OSAIC HOLDINGS, INC. History Added to 895,770 31,217 0.05% 0.05% 9 +21,610 2.47% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 678,039 23,630 0.0% 0.0% 10 -9,364 -1.36% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 647,958 22,581 0.01% 0.01% 11 +23,364 3.74% Q1 2026 May 06, 2026
Azimuth Capital Investment Management LLC History Added to 597,745 20,831 0.78% 0.79% 12 +5,870 0.99% Q1 2026 May 12, 2026
FLOW TRADERS U.S. LLC History Added to 577,432 20,124 0.64% 0.04% 13 +542,451 1550.7% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 467,742 16,300 0.0% 0.0% 14 +35,093 8.11% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 450,340 15,694 0.0% 0.01% 15 +2,795 0.62% Q1 2026 May 14, 2026
Unisphere Establishment History Reduced 441,500 15,386 0.13% 0.13% 16 -35,500 -7.44% Q1 2026 May 14, 2026
SIG BROKERAGE, LP History New 389,966 13,590 0.36% 17 +389,966 New Q1 2026 May 15, 2026
UBS Group AG History Added to 317,776 11,074 0.0% 0.0% 18 +129,291 68.59% Q1 2026 May 05, 2026
Riggs Asset Managment Co. Inc. History Reduced 260,395 9,074 1.87% 1.96% 19 -1,245 -0.48% Q1 2026 May 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 258,530 9,009 0.0% 0.0% 20 -271,263 -51.2% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 251,413 8,761 0.0% 0.0% 21 +119,101 90.02% Q1 2026 May 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 227,680 7,890 0.06% 0.1% 22 -146,153 -39.1% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 224,959 7,840 0.02% 0.02% 23 -33,345 -12.91% Q1 2026 Apr 22, 2026
ANDERSON HOAGLAND & CO History Added to 151,461 5,278 0.45% 0.24% 24 +76,417 101.83% Q1 2026 Apr 07, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 146,930 5,120 0.02% 0.0% 25 +140,380 2143.21% Q1 2026 May 05, 2026
Westview Management dba Westview Investment Advisors History Reduced 145,345 5,065 2.64% 2.76% 26 -10,792 -6.91% Q1 2026 May 08, 2026
Qube Research & Technologies Ltd History Reduced 142,463 4,964 0.01% 0.01% 27 -79,692 -35.87% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 138,150 4,814 0.0% 0.0% 28 +55,051 66.25% Q1 2026 May 11, 2026
HighTower Advisors, LLC History Added to 127,093 4,429 0.0% 0.0% 29 +50,157 65.19% Q1 2026 May 05, 2026
Arlington Capital Management, Inc. History Reduced 124,124 4,325 2.44% 2.87% 30 -1,593 -1.27% Q1 2026 May 01, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 120,000 4,182 0.0% 0.13% 31 -1,130,666 -90.41% Q1 2026 May 04, 2026
Viewpoint Capital Management LLC History Reduced 115,604 4,028 1.88% 2.04% 32 -11,450 -9.01% Q1 2026 Apr 17, 2026
Waterfront Wealth Inc. History Added to 114,422 3,987 0.73% 0.8% 33 +2,791 2.5% Q1 2026 Apr 30, 2026
MML INVESTORS SERVICES, LLC History Reduced 108,362 3,776 0.01% 0.01% 34 -46,284 -29.93% Q1 2026 May 04, 2026
Ameliora Wealth Management Ltd. History Added to 107,572 3,748 1.19% 0.81% 35 +35,794 49.87% Q1 2026 Apr 23, 2026
North Star Investment Management Corp. History Reduced 100,247 3,493 0.21% 0.31% 36 -34,981 -25.87% Q1 2026 Apr 23, 2026
Evergreen Private Wealth LLC History Added to 97,037 3,381 1.37% 1.4% 37 +1,557 1.63% Q1 2026 Apr 28, 2026
Spruce Point Capital Management, LLC History Reduced 94,000 3,275 3.6% 8.28% 38 -13,400 -12.48% Q1 2026 May 12, 2026
FMR LLC History Added to 90,009 3,136 0.0% 0.0% 39 +3,628 4.2% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 86,457 3,013 0.0% 0.0% 40 +65,765 317.83% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 87,786 2,919 0.0% 0.0% 41 +19,044 27.7% Q1 2026 May 15, 2026
Marathon Trading Investment Management LLC History New 74,003 2,579 0.07% 42 +74,003 New Q1 2026 May 14, 2026
Baird Financial Group, Inc. History Reduced 73,909 2,575 0.0% 0.0% 43 -738 -0.99% Q1 2026 May 14, 2026
Banco de Sabadell, S.A History Added to 75,728 2,532 1.68% 1.57% 44 +11,045 17.08% Q1 2026 May 08, 2026
DRW Securities, LLC History New 71,673 2,497 0.03% 45 +71,673 New Q1 2026 May 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History New 71,309 2,485 0.08% 46 +71,309 New Q1 2026 Apr 27, 2026
TRUIST FINANCIAL CORP History Reduced 70,758 2,465 0.0% 0.0% 47 -308 -0.43% Q1 2026 Apr 27, 2026
Squarepoint Ops LLC History New 69,683 2,428 0.0% 48 +69,683 New Q1 2026 May 15, 2026
Sanctuary Advisors, LLC History Added to 67,691 2,359 0.01% 0.01% 49 +3,588 5.6% Q1 2026 May 05, 2026
Prospera Financial Services Inc History Reduced 62,554 2,179 0.04% 0.04% 50 -7,860 -11.16% Q1 2026 Apr 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 57,520 2,004 0.0% 0.0% 51 -14,751 -20.41% Q1 2026 May 15, 2026
GAM Holding AG History No change 51,000 1,891 0.12% 0.12% 52 0 0.0% Q4 2025 Feb 17, 2026
Aspen Grove Capital, LLC History Reduced 53,595 1,867 0.36% 0.93% 53 -91,523 -63.07% Q1 2026 May 14, 2026
Alaska Wealth Advisors, LLC History Reduced 49,769 1,734 0.21% 0.47% 54 -49,826 -50.03% Q1 2026 Apr 24, 2026
Cambridge Investment Research Advisors, Inc. History Added to 48,954 1,706 0.0% 0.0% 55 +2,957 6.43% Q1 2026 Apr 30, 2026
Creative Planning History Reduced 45,617 1,589 0.0% 0.0% 56 -2,743 -5.67% Q1 2026 May 12, 2026
Parkway Wealth Management Group, LLC History Reduced 41,976 1,562 0.2% 4.59% 57 -879,589 -95.45% Q1 2026 Apr 20, 2026
STIFEL FINANCIAL CORP History Reduced 41,688 1,452 0.0% 0.0% 58 -2,766 -6.22% Q1 2026 May 12, 2026
Bright Futures Wealth Management, LLC. History New 41,482 1,445 0.99% 59 +41,482 New Q1 2026 Apr 15, 2026
Equitable Holdings, Inc. History Added to 38,295 1,420 0.01% 0.01% 60 +333 0.88% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 38,927 1,356 0.0% 0.0% 61 -932 -2.34% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Added to 36,230 1,262 0.01% 0.01% 62 +2,073 6.07% Q1 2026 May 08, 2026
COMERICA BANK History No change 32,071 1,189 0.0% 0.0% 63 0 0.0% Q4 2025 Jan 29, 2026
Transamerica Financial Advisors, LLC History Reduced 32,909 1,146 0.1% 0.12% 64 -4,423 -11.85% Q1 2026 May 15, 2026
World Investment Advisors History Reduced 32,692 1,139 0.02% 0.02% 65 -895 -2.66% Q1 2026 Apr 27, 2026
&PARTNERS History Added to 31,272 1,089 0.01% 0.01% 66 +1,140 3.78% Q1 2026 May 15, 2026
BANK OF NOVA SCOTIA History New 31,020 1,081 0.0% 67 +31,020 New Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 29,614 1,032 0.0% 0.0% 68 +659 2.28% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History New 29,238 1,018 0.0% 69 +29,238 New Q1 2026 May 01, 2026
ASSETMARK, INC History Reduced 28,082 978 0.0% 0.0% 70 -4,807 -14.62% Q1 2026 May 06, 2026
Ethos Financial Group, LLC History Added to 27,677 964 0.07% 0.05% 71 +7,698 38.53% Q1 2026 May 05, 2026
DAVENPORT & Co LLC History Reduced 25,774 898 0.0% 0.01% 72 -355 -1.36% Q1 2026 Apr 15, 2026
Advocate Investing Services LLC History No change 25,740 897 0.76% 0.85% 73 0 0.0% Q1 2026 Apr 22, 2026
HSBC HOLDINGS PLC History Added to 24,511 854 0.0% 0.0% 74 +2,951 13.69% Q1 2026 Apr 30, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 23,750 827 0.02% 0.02% 75 0 0.0% Q1 2026 Apr 29, 2026
Global Retirement Partners, LLC History No change 21,956 814 0.01% 0.01% 76 0 0.0% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Reduced 22,789 794 0.01% 0.01% 77 -7,772 -25.43% Q1 2026 Apr 07, 2026
Hedges Asset Management LLC History No change 21,000 778 0.55% 0.55% 78 0 0.0% Q4 2025 Jan 27, 2026
Mariner, LLC History Added to 22,262 775 0.0% 0.0% 79 +1,193 5.66% Q1 2026 May 13, 2026
BESSEMER GROUP INC History New 21,889 763 0.0% 80 +21,889 New Q1 2026 May 06, 2026
CITADEL ADVISORS LLC History Reduced 21,700 756 0.0% 0.0% 81 -111,664 -83.73% Q1 2026 May 15, 2026
GTS SECURITIES LLC History Added to 21,435 747 0.03% 0.01% 82 +14,969 231.5% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 21,400 745 0.0% 0.0% 83 +3,106 16.98% Q1 2026 Apr 27, 2026
Strait & Sound Wealth Management LLC History Added to 17,809 620 0.23% 0.24% 84 +553 3.2% Q1 2026 May 18, 2026
Cetera Investment Advisers History Reduced 17,160 598 0.0% 0.0% 85 -76,564 -81.69% Q1 2026 May 13, 2026
Kestra Advisory Services, LLC History Added to 16,776 584 0.0% 0.0% 86 +9,697 136.98% Q1 2026 Apr 30, 2026
SIMPLEX TRADING, LLC History Reduced 16,748 583 0.0% 0.0% 87 -18,128 -51.98% Q1 2026 May 14, 2026
Savant Capital, LLC History Added to 15,770 549 0.0% 0.0% 88 +2,486 18.71% Q1 2026 May 04, 2026
Rockefeller Capital Management L.P. History Reduced 15,247 531 0.0% 0.0% 89 -4,381 -22.32% Q1 2026 May 14, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 15,015 523 0.16% 0.19% 90 -515 -3.32% Q1 2026 May 05, 2026
Farther Finance Advisors, LLC History Added to 14,690 522 0.0% 0.0% 91 +5,867 66.5% Q1 2026 Apr 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 14,752 520 0.0% 0.0% 92 -8,285 -35.96% Q1 2026 Apr 08, 2026
RWA WEALTH PARTNERS, LLC History Reduced 14,000 487 0.01% 0.01% 93 -10 -0.07% Q1 2026 May 13, 2026
CALTON & ASSOCIATES, INC. History Reduced 13,969 486 0.07% 0.09% 94 -2,034 -12.71% Q1 2026 May 13, 2026
Lido Advisors, LLC History Added to 13,892 484 0.0% 0.0% 95 +6,757 94.7% Q1 2026 May 13, 2026
17 CAPITAL PARTNERS, LLC History Added to 13,860 483 0.25% 0.24% 96 +1,550 12.59% Q1 2026 May 13, 2026
HB Wealth Management, LLC History Added to 13,846 482 0.0% 0.0% 97 +513 3.85% Q1 2026 Apr 27, 2026
NORTHERN TRUST CORP History Added to 13,816 481 0.0% 0.0% 98 +237 1.75% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 13,651 475 0.0% 0.0% 99 +3,536 34.96% Q1 2026 May 15, 2026
Parcion Private Wealth LLC History No change 12,650 440 0.03% 0.03% 100 0 0.0% Q1 2026 Apr 22, 2026
Janney Capital Management LLC History No change 11,816 438 0.03% 0.03% 101 0 0.0% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 12,388 431 0.0% 0.0% 102 +374 3.11% Q1 2026 May 15, 2026
Vise Technologies, Inc. History No change 11,646 431 0.01% 0.01% 103 0 0.0% Q1 2026 Apr 21, 2026
TCFG Investment Advisors, LLC History New 11,123 387 0.14% 105 +11,123 New Q1 2026 May 05, 2026
TCFG WEALTH MANAGEMENT, LLC History Added to 11,123 387 0.14% 0.16% 104 +186 1.7% Q1 2026 Apr 23, 2026
AE Wealth Management LLC History Added to 10,715 373 0.0% 0.0% 106 +112 1.06% Q1 2026 May 13, 2026
JTC Employer Solutions Trustee Ltd History No change 10,600 369 0.03% 0.03% 107 0 0.0% Q1 2026 May 19, 2026
Geneos Wealth Management Inc. History No change 10,567 368 0.01% 0.01% 108 0 0.0% Q1 2026 May 04, 2026
Cordoba Advisory Partners LLC History Reduced 10,554 367 0.1% 0.34% 109 -26,687 -71.66% Q1 2026 Apr 28, 2026
Focus Partners Wealth History Reduced 10,016 349 0.0% 0.0% 110 -737 -6.85% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 9,648 336 0.0% 0.0% 111 +1,255 14.95% Q1 2026 May 13, 2026
Belpointe Asset Management LLC History No change 9,216 321 0.01% 0.01% 112 0 0.0% Q1 2026 Apr 28, 2026
Fortis Capital Advisors, LLC History No change 9,216 321 0.04% 0.05% 113 0 0.0% Q1 2026 Apr 28, 2026
Private Advisor Group, LLC History Reduced 8,988 313 0.0% 0.0% 114 -3,321 -26.98% Q1 2026 Apr 24, 2026
LJI Wealth Management, LLC History No change 9,005 313 0.05% 0.05% 115 0 0.0% Q1 2026 May 04, 2026
Koshinski Asset Management, Inc. History Added to 8,652 301 0.02% 0.02% 116 +757 9.59% Q1 2026 Apr 27, 2026
BLAIR WILLIAM & CO/IL History Added to 8,637 300 0.0% 0.0% 117 +279 3.34% Q1 2026 May 08, 2026
TD Waterhouse Canada Inc. History Reduced 8,450 299 0.0% 0.0% 118 -1,887 -18.25% Q1 2026 May 12, 2026
CPA Asset Management Group, LLC History No change 8,471 295 0.1% 0.11% 119 0 0.0% Q1 2026 May 05, 2026
Sigma Planning Corp History Added to 8,419 293 0.01% 0.01% 120 +1,808 27.35% Q1 2026 May 04, 2026
AMJ Financial Wealth Management History Added to 8,214 286 0.07% 0.07% 121 +237 2.97% Q1 2026 May 08, 2026
Brookstone Capital Management History Added to 8,200 285 0.0% 0.0% 122 +692 9.22% Q1 2026 Apr 16, 2026
Integrity Financial Corp /WA History New 8,023 279 0.14% 123 +8,023 New Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Added to 7,829 272 0.0% 0.0% 124 +6,752 626.93% Q1 2026 May 13, 2026
Purkiss Capital Advisors LLC History Added to 7,792 271 0.12% 0.11% 125 +1,700 27.91% Q1 2026 May 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7,683 266 0.0% 0.0% 126 0 0.0% Q1 2026 May 14, 2026
Independent Advisor Alliance History New 7,575 263 0.0% 127 +7,575 New Q1 2026 May 12, 2026
BETO FINANCIAL GROUP, LLC History New 6,829 257 0.15% 128 +6,829 New Q1 2026 May 11, 2026
GUERRA PAN ADVISORS, LLC History No change 7,352 256 0.16% 0.16% 129 0 0.0% Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 7,308 254 0.0% 0.0% 130 +1,009 16.02% Q1 2026 May 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 7,299 254 0.0% 0.0% 131 +726 11.05% Q1 2026 May 07, 2026
Arkadios Wealth Advisors History Added to 7,147 249 0.0% 0.01% 132 +47 0.66% Q1 2026 May 18, 2026
Wedmont Private Capital History No change 6,707 249 0.01% 0.01% 133 0 0.0% Q1 2026 Apr 09, 2026
Sowell Financial Services LLC History Reduced 7,097 247 0.01% 0.01% 134 -223 -3.05% Q1 2026 Apr 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 6,990 243 0.01% 0.01% 135 -275 -3.79% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History No change 6,685 232 0.01% 0.01% 136 0 0.0% Q1 2026 May 08, 2026
Pekin Hardy Strauss, Inc. History Added to 6,645 231 0.02% 0.02% 137 +350 5.56% Q1 2026 May 06, 2026
Quadrature Capital Ltd History Reduced 6,409 223 0.0% 0.04% 138 -107,822 -94.39% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 6,300 219 0.0% 0.01% 139 -139,646 -95.68% Q1 2026 May 15, 2026
WEDBUSH SECURITIES INC History Reduced 5,845 204 0.01% 0.01% 140 -109 -1.83% Q1 2026 Apr 21, 2026
Garrett Wealth Advisory Group, LLC History No change 5,882 204 0.04% 0.04% 141 0 0.0% Q1 2026 Apr 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 5,761 200 0.0% 142 +5,761 New Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 5,432 189 0.01% 0.01% 143 0 0.0% Q1 2026 May 07, 2026
BlackRock, Inc. History Added to 5,044 175 0.0% 0.0% 144 +936 22.78% Q1 2026 May 13, 2026
Root Financial Partners, LLC History Reduced 4,531 157 0.01% 0.01% 145 -149 -3.18% Q1 2026 Apr 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 4,436 154 0.0% 0.0% 146 +2,539 133.84% Q1 2026 May 13, 2026
HUNTINGTON NATIONAL BANK History Added to 4,188 145 0.0% 0.0% 147 +163 4.05% Q1 2026 May 15, 2026
Purpose Unlimited Inc. History New 3,964 138 0.01% 148 +3,964 New Q1 2026 May 15, 2026
CWM, LLC History Reduced 3,642 126 0.0% 0.0% 149 -213 -5.53% Q1 2026 May 14, 2026
Forum Finance Group S.A. History New 4,350 124 0.07% 150 +4,350 New Q1 2026 May 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,300 115 0.0% 0.0% 151 0 0.0% Q1 2026 May 13, 2026
Anfield Capital Management, LLC History New 3,272 114 0.03% 152 +3,272 New Q1 2026 May 12, 2026
Pioneer Family Office, LLC History Reduced 2,960 103 0.07% 2.62% 153 -101,563 -97.17% Q1 2026 May 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,627 91 0.0% 0.0% 154 -3,521 -57.27% Q1 2026 May 15, 2026
Provenance Wealth Advisors, LLC History No change 2,542 88 0.01% 0.01% 155 0 0.0% Q1 2026 Apr 20, 2026
Ashton Thomas Private Wealth, LLC History New 2,292 79 0.0% 157 +2,292 New Q1 2026 May 11, 2026
Allworth Financial LP History Added to 2,286 79 0.0% 0.0% 156 +62 2.79% Q1 2026 May 14, 2026
Capital Investment Advisory Services, LLC History No change 1,868 65 0.0% 0.0% 158 0 0.0% Q1 2026 May 05, 2026
Russell Investments Group, Ltd. History Added to 1,846 64 0.0% 0.0% 160 +151 8.91% Q1 2026 May 08, 2026
BOKF, NA History No change 1,854 64 0.0% 0.0% 159 0 0.0% Q1 2026 May 08, 2026
GAMMA Investing LLC History Added to 1,812 63 0.0% 0.0% 161 +64 3.66% Q1 2026 Apr 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,792 62 0.0% 0.0% 162 0 0.0% Q1 2026 Apr 13, 2026
Advisory Services Network, LLC History New 1,727 60 0.0% 164 +1,727 New Q1 2026 May 15, 2026
Spire Wealth Management History No change 1,745 60 0.0% 0.0% 163 0 0.0% Q1 2026 Apr 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,708 59 0.0% 0.0% 165 0 0.0% Q1 2026 Apr 23, 2026
Planning Project LLC History No change 1,548 57 0.01% 0.01% 166 0 0.0% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 1,570 54 0.0% 0.0% 167 -200 -11.3% Q1 2026 May 13, 2026
MAI Capital Management History Added to 1,501 52 0.0% 0.0% 168 +675 81.72% Q1 2026 May 15, 2026
Opal Wealth Advisors, LLC History New 1,424 49 0.01% 171 +1,424 New Q1 2026 Apr 14, 2026
Aptus Capital Advisors, LLC History No change 1,434 49 0.0% 0.0% 169 0 0.0% Q1 2026 May 11, 2026
Activest Wealth Management History No change 1,431 49 0.01% 0.01% 170 0 0.0% Q1 2026 Apr 15, 2026
Wilmington Savings Fund Society, FSB History No change 1,400 48 0.0% 0.0% 172 0 0.0% Q1 2026 Apr 30, 2026
Triumph Capital Management History No change 1,290 44 0.01% 0.01% 173 0 0.0% Q1 2026 May 13, 2026
Darwin Wealth Management, LLC History New 1,211 42 0.01% 174 +1,211 New Q1 2026 May 01, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,182 41 0.0% 0.0% 175 0 0.0% Q1 2026 May 01, 2026
Vanguard National Trust Co History New 1,155 40 0.0% 177 +1,155 New Q1 2026 May 08, 2026
US BANCORP \DE\ History No change 1,169 40 0.0% 0.0% 176 0 0.0% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 977 34 0.0% 0.0% 178 0 0.0% Q1 2026 Apr 27, 2026
Cassaday & Co Wealth Management LLC History New 970 33 0.0% 179 +970 New Q1 2026 May 07, 2026
Allspring Global Investments Holdings, LLC History Added to 918 32 0.0% 0.0% 180 +519 130.08% Q1 2026 May 05, 2026
Running Point Capital Advisors, LLC History No change 839 31 0.01% 0.01% 181 0 0.0% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 839 29 0.0% 0.0% 182 -30 -3.45% Q1 2026 May 13, 2026
Larson Financial Group LLC History No change 855 29 0.0% 0.0% 183 0 0.0% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 737 27 0.0% 0.0% 184 0 0.0% Q4 2025 Feb 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 733 25 0.0% 0.01% 185 -706 -49.06% Q1 2026 May 06, 2026
Turim 21 Investimentos Ltda. History New 329 21 0.01% 187 +329 New Q1 2026 May 15, 2026
Godfrey Financial Associates, Inc. History No change 621 21 0.02% 0.02% 186 0 0.0% Q1 2026 May 11, 2026
IFP Advisors, Inc History Reduced 577 20 0.0% 0.0% 188 -868 -60.07% Q1 2026 Apr 13, 2026
WEBSTER BANK, N. A. History No change 555 19 0.0% 0.0% 189 0 0.0% Q1 2026 Apr 17, 2026
WHITTIER TRUST CO History No change 550 19 0.0% 0.0% 190 0 0.0% Q1 2026 Apr 28, 2026
SALEM INVESTMENT COUNSELORS INC History New 500 17 0.0% 192 +500 New Q1 2026 Apr 29, 2026
Avion Wealth History No change 500 17 0.0% 0.0% 191 0 0.0% Q1 2026 May 01, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 473 16 0.0% 0.0% 193 0 0.0% Q1 2026 May 01, 2026
Addison Advisors LLC History No change 445 15 0.0% 0.0% 194 0 0.0% Q1 2026 May 08, 2026
Ares Financial Consulting, LLC History No change 373 13 0.01% 0.01% 195 0 0.0% Q1 2026 Apr 02, 2026
True Wealth Design, LLC History New 368 12 0.0% 199 +368 New Q1 2026 Apr 13, 2026
GoalVest Advisory LLC History New 351 12 0.0% 198 +351 New Q1 2026 Apr 13, 2026
Waverly Advisors, LLC History No change 373 12 0.0% 0.0% 196 0 0.0% Q1 2026 May 15, 2026
Byrne Asset Management LLC History No change 347 12 0.01% 0.01% 197 0 0.0% Q1 2026 Apr 02, 2026
Blue Trust, Inc. History No change 340 11 0.0% 0.0% 200 0 0.0% Q1 2026 Apr 20, 2026
Parallel Advisors, LLC History New 304 10 0.0% 205 +304 New Q1 2026 May 07, 2026
SIGNATUREFD, LLC History New 300 10 0.0% 204 +300 New Q1 2026 Apr 07, 2026
BROWN BROTHERS HARRIMAN & CO History New 290 10 0.0% 203 +290 New Q1 2026 May 14, 2026
AlphaCore Capital LLC History No change 307 10 0.0% 0.0% 201 0 0.0% Q1 2026 May 15, 2026
Murphy & Mullick Capital Management Corp History No change 302 10 0.01% 0.01% 202 0 0.0% Q1 2026 Apr 17, 2026
Parkside Financial Bank & Trust History New 281 9 0.0% 207 +281 New Q1 2026 May 13, 2026
Synergy Investment Management, LLC History New 260 9 0.0% 208 +260 New Q1 2026 May 14, 2026
Rachor Investment Advisory Services, LLC History No change 283 9 0.0% 0.01% 206 0 0.0% Q1 2026 May 07, 2026
MATHER GROUP, LLC. History New 241 8 0.0% 209 +241 New Q1 2026 Apr 13, 2026
Johnson Financial Group, Inc. History New 221 7 0.0% 212 +221 New Q1 2026 May 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 205 7 0.0% 0.0% 210 0 0.0% Q1 2026 Apr 17, 2026
Solstein Capital, LLC History No change 220 7 0.0% 0.0% 211 0 0.0% Q1 2026 May 14, 2026
Quaker Wealth Management, LLC History No change 181 6 0.0% 0.0% 213 0 0.0% Q1 2026 Apr 10, 2026
Golden State Wealth Management, LLC History No change 170 5 0.0% 0.0% 214 0 0.0% Q1 2026 Apr 28, 2026
NFSG Corp History No change 160 5 0.0% 0.0% 215 0 0.0% Q1 2026 May 05, 2026
Copia Wealth Management History No change 160 5 0.0% 0.0% 216 0 0.0% Q1 2026 May 04, 2026
Keating Financial Advisory Services, Inc. History No change 165 5 0.0% 0.0% 217 0 0.0% Q1 2026 May 15, 2026
CENTRAL TRUST Co History No change 131 4 0.0% 0.0% 218 0 0.0% Q1 2026 Apr 17, 2026
Crews Bank & Trust History No change 140 4 0.0% 0.0% 219 0 0.0% Q1 2026 May 13, 2026
Abound Wealth Management History New 100 3 0.0% 220 +100 New Q1 2026 Apr 10, 2026
Sound Income Strategies, LLC History Reduced 68 2 0.0% 0.0% 222 -478 -87.55% Q1 2026 Apr 27, 2026
Plante Moran Financial Advisors, LLC History New 70 2 0.0% 226 +70 New Q1 2026 May 05, 2026
CVA Family Office, LLC History New 59 2 0.0% 227 +59 New Q1 2026 Apr 29, 2026
BALLAST ADVISORS LLC History New 56 2 0.0% 228 +56 New Q1 2026 May 12, 2026
Elevated Capital Advisors, LLC History Reduced 60 2 0.0% 0.0% 224 -9 -13.04% Q1 2026 Apr 30, 2026
Founders Capital Management History No change 84 2 0.0% 0.0% 221 0 0.0% Q1 2026 Apr 21, 2026
HHM Wealth Advisors, LLC History No change 83 2 0.0% 0.0% 223 0 0.0% Q1 2026 Apr 17, 2026
Ascentis Wealth Management, LLC History No change 85 2 0.0% 0.0% 225 0 0.0% Q1 2026 Apr 28, 2026
Signature Equity Partners, LLC History New 45 1 0.0% 231 +45 New Q1 2026 May 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 45 1 0.0% 0.0% 229 -42 -48.28% Q1 2026 Apr 27, 2026
Lummis Asset Management, LP History No change 50 1 0.0% 0.0% 230 0 0.0% Q1 2026 May 11, 2026
TD ASSET MANAGEMENT INC History Closed out 0 0 0.04% -1,243,902 -100.0% Q1 2026 May 11, 2026
OLD MISSION CAPITAL LLC History Closed out 0 0 0.17% -196,727 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.01% -180,748 -100.0% Q1 2026 May 14, 2026
Calamos Advisors LLC History Closed out 0 0 0.02% -152,800 -100.0% Q1 2026 May 04, 2026
PINEBRIDGE INVESTMENTS LLC History Closed out 0 0 0.04% -128,921 -100.0% Q1 2026 May 14, 2026
Cumberland Partners Ltd History Closed out 0 0 0.29% -126,135 -100.0% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.01% -94,500 -100.0% Q1 2026 May 14, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.07% -82,220 -100.0% Q1 2026 Apr 27, 2026
Clark Capital Management Group, Inc. History Closed out 0 0 0.01% -57,010 -100.0% Q1 2026 May 15, 2026
Fluent Financial, LLC History Closed out 0 0 0.68% -47,779 -100.0% Q1 2026 Apr 15, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Closed out 0 0 0.16% -19,800 -100.0% Q1 2026 May 12, 2026
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -17,340 -100.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -12,880 -100.0% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Closed out 0 0 0.0% -12,075 -100.0% Q1 2026 May 15, 2026
Raab & Moskowitz Asset Management LLC History Closed out 0 0 0.1% -11,832 -100.0% Q1 2026 May 21, 2026
LIBERTY WEALTH MANAGEMENT LLC History Closed out 0 0 0.04% -8,454 -100.0% Q1 2026 May 12, 2026
Compound Planning, Inc. History Closed out 0 0 0.01% -8,060 -100.0% Q1 2026 May 14, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.01% -6,107 -100.0% Q1 2026 Apr 23, 2026
Nautilus Advisors LLC History Closed out 0 0 0.14% -5,588 -100.0% Q1 2026 Apr 17, 2026
HOWE & RUSLING INC History Closed out 0 0 0.01% -4,924 -100.0% Q1 2026 Apr 28, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.02% -2,155 -100.0% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -1,221 -100.0% Q1 2026 May 15, 2026
Merited Wealth, LLC History Closed out 0 0 0.04% -1,075 -100.0% Q1 2026 Apr 24, 2026
HARRIS ASSOCIATES L P History Closed out 0 0 0.0% -600 -100.0% Q1 2026 May 15, 2026
STEPH & CO History Closed out 0 0 0.0% -106 -100.0% Q1 2026 Apr 17, 2026
Delos Wealth Advisors, LLC History Closed out 0 0 0.0% -96 -100.0% Q1 2026 May 14, 2026
BARCLAYS PLC History Closed out 0 0 0.0% -79 -100.0% Q1 2026 May 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -28 -100.0% Q1 2026 Apr 28, 2026
Smartleaf Asset Management LLC History Closed out 0 0 -18 -100.0% Q1 2026 May 15, 2026
Scarborough Advisors, LLC History New 5 0 +5 New Q1 2026 May 07, 2026
Tower Research Capital LLC (TRC) History Reduced 5 0 -3 -37.5% Q1 2026 May 15, 2026