iShares, Inc. - EUSA
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | History | Added to | 2,072,745 | 210,943 | 0.19% | 0.17% | 1 | +281,084 | 15.69% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,069,198 | 108,812 | 0.01% | 0.01% | 2 | -6,693 | -0.62% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 383,497 | 39,028 | 1.86% | 1.86% | 3 | +6,866 | 1.82% | Q1 2026 | May 08, 2026 |
| GenTrust, LLC | History | Reduced | 369,074 | 37,560 | 1.61% | 1.65% | 4 | -1,557 | -0.42% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 337,383 | 34,335 | 0.0% | 0.0% | 5 | +16,501 | 5.14% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 313,466 | 31,901 | 0.01% | 0.01% | 6 | -15,445 | -4.7% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 295,476 | 30,070 | 0.18% | 0.19% | 7 | -11,856 | -3.86% | Q1 2026 | May 05, 2026 |
| Calydon Capital | History | Added to | 283,886 | 28,891 | 4.72% | 4.94% | 8 | +690 | 0.24% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 278,805 | 28,373 | 0.02% | 0.02% | 9 | +23,883 | 9.37% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 269,691 | 27,446 | 0.01% | 0.0% | 10 | +117,846 | 77.61% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 264,412 | 26,909 | 0.03% | 0.03% | 11 | +689 | 0.26% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 251,323 | 25,577 | 0.42% | 0.48% | 12 | +12,457 | 5.22% | Q1 2026 | May 18, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 248,620 | 25,302 | 1.09% | 1.01% | 13 | +14,076 | 6.0% | Q1 2026 | May 08, 2026 |
| Private Advisory Group LLC | History | Reduced | 207,072 | 21,073 | 1.38% | 1.73% | 14 | -6,608 | -3.09% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 176,282 | 17,940 | 0.02% | 0.02% | 15 | +6,140 | 3.61% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 168,198 | 17,117 | 0.0% | 0.0% | 16 | +82,854 | 97.08% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Reduced | 145,382 | 14,795 | 2.14% | 2.24% | 17 | -6,252 | -4.12% | Q1 2026 | May 13, 2026 |
| Ironwood Financial, llc | History | Reduced | 119,654 | 12,177 | 2.13% | 2.19% | 18 | -1,194 | -0.99% | Q1 2026 | Apr 16, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 100,000 | 10,177 | 0.36% | 0.31% | 19 | +2 | 0.0% | Q1 2026 | May 14, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 83,690 | 8,517 | 4.77% | 5.01% | 20 | -1,763 | -2.06% | Q1 2026 | Apr 16, 2026 |
| Financial Architects, LLC | History | Added to | 81,715 | 8,316 | 4.39% | 4.27% | 21 | +4,905 | 6.39% | Q1 2026 | Apr 21, 2026 |
| PALLADIEM, LLC | History | Reduced | 79,327 | 8,312 | 7.93% | 7.85% | 22 | -141 | -0.18% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 76,673 | 7,802 | 0.01% | 0.0% | 23 | +63,661 | 489.25% | Q1 2026 | May 15, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 76,627 | 7,798 | 5.2% | 5.17% | 24 | +3,557 | 4.87% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 67,118 | 6,676 | 0.0% | 0.0% | 25 | +17,422 | 35.06% | Q1 2026 | May 13, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 64,070 | 6,622 | 1.8% | 1.8% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 62,653 | 6,376 | 0.4% | 0.34% | 27 | +13,142 | 26.54% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 60,835 | 6,191 | 0.47% | 0.46% | 28 | +1,661 | 2.81% | Q1 2026 | Apr 08, 2026 |
| UBS Group AG | History | Added to | 54,877 | 5,584 | 0.0% | 0.0% | 29 | +903 | 1.67% | Q1 2026 | May 05, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 45,667 | 4,647 | 1.29% | 0.78% | 30 | +21,856 | 91.79% | Q1 2026 | Apr 09, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 40,880 | 4,161 | 0.0% | 0.0% | 31 | -9,158 | -18.3% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,845 | 4,054 | 0.05% | 0.04% | 32 | +15,200 | 61.68% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 39,264 | 3,995 | 0.03% | 0.02% | 33 | +19,953 | 103.32% | Q1 2026 | May 14, 2026 |
| L2 Asset Management, LLC | History | Added to | 38,551 | 3,923 | 0.37% | 0.53% | 34 | +174 | 0.45% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,248 | 3,790 | 0.01% | 0.0% | 35 | +5,154 | 16.06% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,183 | 3,592 | 0.03% | 0.04% | 36 | +495 | 1.43% | Q1 2026 | Apr 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 64,456 | 3,492 | 0.0% | 0.0% | 37 | +29,694 | 85.42% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 31,861 | 3,242 | 0.01% | 0.01% | 38 | +6,699 | 26.62% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 27,839 | 2,833 | 0.11% | 0.11% | 39 | +365 | 1.33% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 25,514 | 2,596 | 0.0% | 0.0% | 40 | +2,172 | 9.31% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 25,016 | 2,545 | 0.16% | 0.07% | 41 | +13,729 | 121.64% | Q1 2026 | May 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 24,739 | 2,517 | 0.09% | 0.03% | 42 | +17,529 | 243.12% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 23,837 | 2,425 | 0.0% | 0.0% | 43 | -55,324 | -69.89% | Q1 2026 | May 15, 2026 |
| Pembroke Management, LTD | History | No change | 23,623 | 2,404 | 0.35% | 0.25% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 21,356 | 2,173 | 0.0% | 0.0% | 45 | -69,307 | -76.44% | Q1 2026 | May 13, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 20,628 | 2,099 | 0.41% | 0.39% | 46 | +2,051 | 11.04% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 20,509 | 2,087 | 0.0% | 0.0% | 47 | +412 | 2.05% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 19,898 | 2,031 | 0.32% | 0.28% | 48 | +4,435 | 28.68% | Q1 2026 | Apr 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 18,974 | 1,931 | 0.04% | 0.04% | 49 | -247,309 | -92.87% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 18,084 | 1,840 | 0.01% | — | 50 | +18,084 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 17,911 | 1,822 | 0.01% | 0.01% | 51 | +2,955 | 19.76% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,626 | 1,793 | 0.0% | 0.0% | 52 | -2,297 | -11.53% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,108 | 1,754 | 0.0% | 0.0% | 53 | -6,452 | -27.39% | Q1 2026 | Apr 08, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 16,628 | 1,692 | 0.67% | 0.7% | 54 | -278 | -1.64% | Q1 2026 | Apr 08, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 16,235 | 1,652 | 0.11% | 0.11% | 55 | -200 | -1.22% | Q1 2026 | May 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 16,000 | 1,628 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 15,650 | 1,593 | 0.0% | 0.0% | 57 | -1,680 | -9.69% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 15,644 | 1,592 | 0.04% | 0.04% | 58 | +405 | 2.66% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,813 | 1,507 | 0.0% | 0.0% | 59 | +769 | 5.48% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | Reduced | 14,421 | 1,467 | 0.12% | 0.21% | 60 | -10,749 | -42.71% | Q1 2026 | Apr 01, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 14,380 | 1,463 | 1.13% | 1.18% | 62 | -778 | -5.13% | Q1 2026 | Apr 20, 2026 |
| GSG Advisors LLC | History | Added to | 14,381 | 1,463 | 0.38% | 0.38% | 61 | +33 | 0.23% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,529 | 1,449 | 0.0% | 0.0% | 63 | +3,061 | 26.69% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 14,005 | 1,425 | 0.02% | 0.02% | 64 | +4,427 | 46.22% | Q1 2026 | May 11, 2026 |
| Goodman Financial Corp | History | Added to | 13,725 | 1,396 | 0.24% | 0.17% | 65 | +5,040 | 58.03% | Q1 2026 | May 06, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 13,691 | 1,393 | 0.19% | 0.1% | 66 | +7,007 | 104.83% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 12,208 | 1,242 | 0.12% | 0.09% | 67 | +3,165 | 35.0% | Q1 2026 | May 06, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 11,991 | 1,220 | 0.34% | 0.37% | 68 | -649 | -5.13% | Q1 2026 | Apr 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 11,474 | 1,167 | 0.34% | 0.41% | 69 | -976 | -7.84% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,138 | 1,133 | 0.0% | 0.01% | 70 | -33,082 | -74.81% | Q1 2026 | May 15, 2026 |
| Sage Investment Counsel LLC | History | Added to | 10,735 | 1,092 | 1.21% | 1.17% | 71 | +425 | 4.12% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,617 | 1,080 | 0.02% | 0.02% | 72 | +6 | 0.06% | Q1 2026 | May 07, 2026 |
| Finley Financial, LLC | History | Added to | 10,560 | 1,074 | 0.5% | 0.47% | 73 | +700 | 7.1% | Q1 2026 | Apr 22, 2026 |
| Sharkey, Howes & Javer | History | No change | 9,974 | 1,015 | 0.14% | 0.13% | 74 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 9,422 | 958 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,010 | 931 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,116 | 927 | 0.0% | — | 77 | +9,116 | New | Q1 2026 | May 12, 2026 |
| McLean Asset Management Corp | History | No change | 9,095 | 925 | 0.16% | 0.17% | 78 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,831 | 898 | 0.01% | 0.01% | 79 | +1,231 | 16.2% | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 8,449 | 859 | 0.08% | 0.08% | 80 | +280 | 3.43% | Q1 2026 | Apr 17, 2026 |
| Aspire Growth Partners LLC | History | Added to | 8,266 | 841 | 0.58% | 0.59% | 81 | +29 | 0.35% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | No change | 8,086 | 824 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 7,978 | 824 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 7,912 | 805 | 0.61% | 0.74% | 84 | -687 | -7.99% | Q1 2026 | Apr 21, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 7,700 | 783 | 0.06% | 0.05% | 85 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,709 | 693 | 0.0% | 0.0% | 86 | +861 | 14.72% | Q1 2026 | May 15, 2026 |
| LCW Services, LLC | History | Added to | 6,667 | 678 | 0.34% | 0.12% | 87 | +4,485 | 205.55% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | Added to | 6,645 | 676 | 0.03% | 0.03% | 88 | +12 | 0.18% | Q1 2026 | May 05, 2026 |
| Farrell Financial LLC | History | Reduced | 6,632 | 674 | 0.4% | 0.4% | 89 | -11 | -0.17% | Q1 2026 | Apr 13, 2026 |
| Miller Capital Partners, Inc. | History | No change | 6,626 | 674 | 0.32% | 0.34% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,590 | 670 | 0.0% | 0.0% | 91 | -1,716 | -20.66% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,426 | 653 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,267 | 638 | 0.0% | 0.0% | 93 | -205 | -3.17% | Q1 2026 | Apr 30, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,749 | 585 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bay Capital Advisors, LLC | History | No change | 5,500 | 559 | 0.34% | 0.35% | 95 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 4,853 | 493 | 0.18% | — | 96 | +4,853 | New | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,688 | 477 | 0.02% | 0.03% | 97 | -138 | -2.86% | Q1 2026 | Apr 23, 2026 |
| 71 West Capital Partners | History | New | 4,554 | 463 | 0.02% | — | 98 | +4,554 | New | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,525 | 460 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,405 | 448 | 0.05% | 0.05% | 100 | -57 | -1.28% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,577 | 364 | 0.0% | — | 101 | +3,577 | New | Q1 2026 | May 01, 2026 |
| Legacy PCG, LLC | History | Reduced | 3,511 | 357 | 1.92% | 1.64% | 102 | -22,127 | -86.31% | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | Added to | 3,414 | 347 | 0.09% | 0.07% | 103 | +948 | 38.44% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 3,327 | 343 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creekside Partners | History | Added to | 3,165 | 322 | 0.13% | 0.1% | 105 | +860 | 37.31% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,106 | 316 | 0.0% | 0.0% | 106 | +517 | 19.97% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,946 | 299 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| One Day In July LLC | History | Added to | 2,923 | 297 | 0.02% | 0.02% | 108 | +169 | 6.14% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 2,871 | 292 | 0.0% | 0.0% | 109 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,515 | 255 | 0.0% | 0.0% | 111 | +132 | 5.54% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,513 | 255 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,502 | 254 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,494 | 253 | 0.01% | 0.01% | 113 | +9 | 0.36% | Q1 2026 | Apr 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,449 | 249 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,304 | 234 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 2,306 | 234 | 0.05% | 0.06% | 116 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | No change | 2,047 | 208 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,925 | 195 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,768 | 179 | 0.0% | 0.0% | 119 | +1,002 | 130.81% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,723 | 175 | 0.0% | — | 120 | +1,723 | New | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,646 | 167 | 0.01% | 0.01% | 121 | -2 | -0.12% | Q1 2026 | May 18, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,448 | 147 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,111 | 113 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,090 | 112 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 1,078 | 109 | 0.0% | 0.0% | 125 | +40 | 3.85% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 986 | 100 | 0.04% | 0.01% | 126 | +711 | 258.55% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 973 | 99 | 0.0% | 0.0% | 127 | +3 | 0.31% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 950 | 96 | 0.0% | — | 128 | +950 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 802 | 81 | 0.0% | 0.0% | 129 | -1,326 | -62.31% | Q1 2026 | May 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 751 | 76 | 0.06% | 0.07% | 130 | +2 | 0.27% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 670 | 68 | 0.0% | 0.0% | 131 | +570 | 570.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 643 | 65 | 0.0% | — | 132 | +643 | New | Q1 2026 | May 19, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 441 | 44 | 0.0% | 0.0% | 133 | -749 | -62.94% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 404 | 41 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 305 | 31 | 0.0% | 0.0% | 135 | +30 | 10.91% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 291 | 29 | 0.0% | 0.0% | 136 | +51 | 21.25% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 308,054 | 23 | 0.0% | 0.01% | 137 | +304,829 | 9452.06% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 191 | 20 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WFA of San Diego, LLC | History | No change | 165 | 16 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 100 | 10 | 0.0% | — | 140 | +100 | New | Q1 2026 | Apr 27, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 158 | 7 | 0.01% | — | 141 | +158 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,253 | 5 | 0.0% | 0.0% | 142 | +4 | 0.08% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | No change | 40 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | New | 30 | 3 | 0.0% | — | 146 | +30 | New | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | No change | 30 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VANGUARD ADVISERS INC | History | New | 13 | 1 | 0.0% | — | 150 | +13 | New | Q1 2026 | May 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 19 | 1 | 0.0% | 0.0% | 149 | +2 | 11.76% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | No change | 19 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,200 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,563 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,573 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,027 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| John W. Brooker & Co., CPAs | History | Closed out | 0 | 0 | — | 0.36% | — | -1,949 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,650 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q1 2026 | May 01, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -213 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |