iSHARES TRUST - EUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 5,193,546 | 225,919 | 0.0% | 0.0% | 1 | -97,414 | -1.84% | Q1 2026 | May 13, 2026 |
| IMPACTfolio, LLC | History | Added to | 620,700 | 27,000 | 11.47% | 11.1% | 2 | +18,500 | 3.07% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 603,213 | 26,239 | 0.01% | 0.01% | 3 | +18,291 | 3.13% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 510,207 | 22,194 | 0.01% | 0.01% | 4 | +26,615 | 5.5% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 406,025 | 17,662 | 0.03% | 0.03% | 5 | -24,279 | -5.64% | Q1 2026 | May 01, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 370,504 | 16,209 | 2.21% | 3.03% | 6 | +10,838 | 3.01% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 368,784 | 15,942 | 0.01% | 0.01% | 7 | +50,841 | 15.99% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 301,287 | 13,084 | 0.0% | 0.0% | 8 | +2,393 | 0.8% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 256,560 | 11,160 | 0.05% | 0.04% | 9 | +16,968 | 7.08% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 237,767 | 10,342 | 0.0% | — | 10 | +237,767 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 168,950 | 7,349 | 0.1% | 0.1% | 11 | +13,647 | 8.79% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 156,440 | 6,805 | 0.0% | 0.0% | 12 | -590 | -0.38% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 143,639 | 6,248 | 1.74% | 1.59% | 13 | +14,736 | 11.43% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 128,997 | 5,611 | 0.0% | 0.0% | 14 | +52,401 | 68.41% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 89,901 | 3,910 | 0.02% | 0.01% | 15 | -1,787 | -1.95% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 85,460 | 3,717 | 0.07% | 0.06% | 16 | +4,688 | 5.8% | Q1 2026 | Apr 10, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 83,250 | 3,621 | 1.64% | 1.56% | 17 | +11,641 | 16.26% | Q1 2026 | Apr 20, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 78,816 | 3,428 | 0.43% | 0.44% | 18 | -3,002 | -3.67% | Q1 2026 | Apr 21, 2026 |
| SOFI WEALTH, LLC | History | Added to | 78,641 | 3,420 | 0.16% | 0.13% | 19 | +21,255 | 37.04% | Q1 2026 | May 05, 2026 |
| Archer Investment Management, LLC | History | Added to | 75,725 | 3,294 | 1.39% | 0.23% | 20 | +66,015 | 679.87% | Q1 2026 | Apr 08, 2026 |
| Jordan Park Group LLC | History | No change | 74,646 | 3,247 | 0.17% | 0.19% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 71,395 | 3,105 | 1.17% | 1.13% | 22 | +1,871 | 2.69% | Q1 2026 | May 14, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 70,800 | 3,079 | 0.71% | 0.84% | 23 | -12,199 | -14.7% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 68,991 | 3,001 | 0.0% | 0.0% | 24 | -1,374 | -1.95% | Q1 2026 | May 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 68,556 | 2,982 | 2.09% | 2.23% | 25 | -2,838 | -3.98% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 68,439 | 2,977 | 0.0% | — | 26 | +68,439 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 66,427 | 2,889 | 0.0% | 0.0% | 27 | -187 | -0.28% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 63,734 | 2,772 | 0.0% | — | 28 | +63,734 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 54,920 | 2,389 | 0.0% | 0.0% | 29 | -4,242 | -7.17% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 52,266 | 2,273 | 0.02% | 0.02% | 30 | +10,297 | 24.53% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 50,500 | 2,196 | 0.05% | 0.05% | 31 | +616 | 1.23% | Q1 2026 | May 12, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 48,472 | 2,108 | 0.16% | 0.12% | 32 | +13,159 | 37.26% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 48,333 | 2,102 | 0.02% | 0.02% | 33 | +3,874 | 8.71% | Q1 2026 | Apr 28, 2026 |
| Xena Financial Planning, LLC | History | Added to | 45,690 | 1,987 | 2.24% | 1.26% | 34 | +21,230 | 86.79% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 44,581 | 1,939 | 0.0% | 0.0% | 35 | +4,570 | 11.42% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 44,445 | 1,933 | 0.0% | 0.0% | 36 | -30,434 | -40.64% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 42,389 | 1,843 | 0.32% | 0.33% | 37 | +618 | 1.48% | Q1 2026 | Apr 08, 2026 |
| Accredited Investors Inc. | History | Added to | 41,015 | 1,784 | 0.1% | 0.09% | 38 | +282 | 0.69% | Q1 2026 | Apr 30, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 40,887 | 1,778 | 0.14% | 0.14% | 39 | +704 | 1.75% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 40,402 | 1,757 | 0.0% | 0.0% | 40 | +726 | 1.83% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 40,281 | 1,752 | 0.06% | 0.07% | 41 | -4,379 | -9.81% | Q1 2026 | May 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 38,144 | 1,659 | 0.87% | 0.79% | 42 | +3,692 | 10.72% | Q1 2026 | Apr 21, 2026 |
| Haverford Trust Co | History | No change | 35,865 | 1,560 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,843 | 1,515 | 0.0% | 0.0% | 44 | +2,703 | 8.41% | Q1 2026 | May 14, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 32,684 | 1,421 | 0.23% | 0.21% | 45 | +2,742 | 9.16% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 31,995 | 1,392 | 0.01% | 0.01% | 46 | +611 | 1.95% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 31,050 | 1,350 | 0.0% | 0.0% | 47 | +3,451 | 12.5% | Q1 2026 | May 05, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 30,267 | 1,316 | 0.16% | 0.16% | 48 | +624 | 2.11% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,092 | 1,265 | 0.0% | 0.0% | 49 | -7,626 | -20.77% | Q1 2026 | Apr 27, 2026 |
| BFSG, LLC | History | Added to | 28,312 | 1,231 | 0.12% | 0.12% | 50 | +1,254 | 4.63% | Q1 2026 | Apr 28, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 27,786 | 1,208 | 0.34% | 0.26% | 51 | +5,974 | 27.39% | Q1 2026 | Apr 08, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 27,396 | 1,191 | 0.99% | 1.05% | 52 | -1,279 | -4.46% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,264 | 1,185 | 0.0% | 0.0% | 53 | -12,808 | -31.96% | Q1 2026 | May 04, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 24,635 | 1,071 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 23,820 | 1,036 | 0.0% | 0.0% | 55 | -23,381 | -49.53% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 21,932 | 954 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 21,227 | 923 | 0.82% | — | 57 | +21,227 | New | Q1 2026 | May 07, 2026 |
| Sonoma Allocations LLC | History | Added to | 21,068 | 916 | 0.32% | 0.2% | 58 | +7,127 | 51.12% | Q1 2026 | May 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,016 | 914 | 0.0% | 0.0% | 59 | -1,030 | -4.67% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 20,779 | 912 | 0.01% | 0.01% | 60 | -2,729 | -11.61% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 20,696 | 903 | 0.12% | 0.14% | 61 | -154 | -0.74% | Q1 2026 | Apr 28, 2026 |
| HSBC HOLDINGS PLC | History | No change | 20,400 | 887 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Added to | 19,912 | 866 | 0.01% | 0.01% | 63 | +713 | 3.71% | Q1 2026 | Apr 16, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 18,195 | 791 | 0.28% | 0.49% | 64 | -15,278 | -45.64% | Q1 2026 | Apr 20, 2026 |
| Sharkey, Howes & Javer | History | Added to | 17,873 | 777 | 0.1% | 0.1% | 65 | +683 | 3.97% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,849 | 776 | 0.0% | 0.0% | 66 | +2,452 | 15.93% | Q1 2026 | May 13, 2026 |
| Mason & Associates Inc | History | Added to | 17,704 | 768 | 0.15% | 0.06% | 67 | +10,238 | 137.13% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 17,462 | 759 | 0.0% | — | 68 | +17,462 | New | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | Added to | 16,883 | 734 | 0.0% | 0.0% | 69 | +3 | 0.02% | Q1 2026 | May 04, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 15,629 | 679 | 0.05% | 0.05% | 70 | +619 | 4.12% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 15,594 | 678 | 0.0% | 0.0% | 71 | +1,436 | 10.14% | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 15,415 | 670 | 0.09% | 0.09% | 72 | +1,331 | 9.45% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 15,026 | 653 | 0.01% | 0.01% | 73 | +5,357 | 55.4% | Q1 2026 | Apr 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 14,863 | 646 | 0.2% | 0.17% | 74 | +2,361 | 18.88% | Q1 2026 | May 13, 2026 |
| Rockport Wealth LLC | History | Added to | 14,080 | 612 | 0.11% | 0.12% | 75 | +544 | 4.02% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 13,862 | 602 | 0.0% | 0.0% | 76 | +6,625 | 91.54% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,638 | 593 | 0.02% | 0.02% | 77 | +574 | 4.39% | Q1 2026 | May 14, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 13,600 | 591 | 0.02% | 0.02% | 78 | +100 | 0.74% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 13,586 | 589 | 0.12% | 0.09% | 79 | +6,885 | 102.75% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 13,553 | 589 | 0.0% | 0.0% | 80 | +256 | 1.93% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 13,253 | 576 | 0.0% | 0.0% | 81 | +391 | 3.04% | Q1 2026 | May 08, 2026 |
| Goldstein Advisors, LLC | History | Added to | 13,243 | 576 | 0.06% | 0.06% | 82 | +331 | 2.56% | Q1 2026 | Apr 28, 2026 |
| KWB Wealth | History | Reduced | 13,023 | 571 | 0.06% | 0.07% | 83 | -3,930 | -23.18% | Q1 2026 | Apr 08, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 13,122 | 570 | 0.14% | 0.14% | 84 | -148 | -1.12% | Q1 2026 | May 05, 2026 |
| Essential Planning, LLC. | History | Reduced | 13,026 | 566 | 0.18% | 0.19% | 85 | -275 | -2.07% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,894 | 559 | 0.01% | 0.01% | 86 | +1,399 | 12.17% | Q1 2026 | Apr 07, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 11,834 | 514 | 0.18% | 0.17% | 87 | +356 | 3.1% | Q1 2026 | May 05, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 10,809 | 470 | 0.19% | 0.21% | 88 | -1,279 | -10.58% | Q1 2026 | May 06, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 10,738 | 467 | 0.38% | 0.42% | 89 | -1,089 | -9.21% | Q1 2026 | Apr 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 9,869 | 429 | 0.06% | 0.06% | 90 | +123 | 1.26% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | New | 9,809 | 426 | 0.0% | — | 91 | +9,809 | New | Q1 2026 | Apr 15, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 9,742 | 423 | 0.35% | 0.38% | 92 | +24 | 0.25% | Q1 2026 | Apr 22, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 9,512 | 413 | 0.12% | — | 93 | +9,512 | New | Q1 2026 | May 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 9,360 | 407 | 0.16% | 0.16% | 94 | +263 | 2.89% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | New | 9,080 | 397 | 0.01% | — | 95 | +9,080 | New | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 9,066 | 394 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Connections Group, Inc. | History | Added to | 8,850 | 384 | 0.13% | 0.13% | 97 | +368 | 4.34% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,700 | 378 | 0.0% | 0.0% | 98 | -914 | -9.51% | Q1 2026 | Apr 20, 2026 |
| Keener Financial Planning LLC | History | Added to | 8,552 | 372 | 0.16% | 0.15% | 99 | +796 | 10.26% | Q1 2026 | May 01, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 8,507 | 370 | 0.15% | 0.15% | 100 | +61 | 0.72% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,454 | 367 | 0.0% | 0.0% | 101 | +2,678 | 46.36% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,207 | 357 | 0.0% | 0.0% | 102 | +76 | 0.93% | Q1 2026 | May 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 8,117 | 353 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 7,782 | 338 | 0.01% | 0.01% | 104 | +873 | 12.64% | Q1 2026 | Apr 28, 2026 |
| Brewster Financial Planning LLC | History | No change | 7,233 | 314 | 0.19% | 0.19% | 105 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,117 | 309 | 0.0% | 0.01% | 106 | +452 | 6.78% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 6,996 | 304 | 0.01% | 0.83% | 107 | -624,416 | -98.89% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 6,932 | 301 | 0.01% | 0.01% | 108 | -28 | -0.4% | Q1 2026 | May 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,858 | 298 | 0.0% | 0.0% | 109 | +2,346 | 51.99% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 6,762 | 293 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,211 | 270 | 0.01% | 0.01% | 111 | +60 | 0.98% | Q1 2026 | May 11, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 6,087 | 264 | 0.17% | 0.14% | 112 | +951 | 18.52% | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | New | 6,050 | 263 | 0.0% | — | 113 | +6,050 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | No change | 6,027 | 262 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 6,018 | 261 | 0.08% | 0.07% | 115 | +839 | 16.2% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | New | 5,825 | 253 | 0.0% | — | 116 | +5,825 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,791 | 251 | 0.0% | 0.0% | 117 | -1,446 | -19.98% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 5,696 | 247 | 0.0% | 0.0% | 118 | +67 | 1.19% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,537 | 240 | 0.01% | 0.01% | 119 | -1,715 | -23.65% | Q1 2026 | May 15, 2026 |
| Balance Wealth, LLC | History | Added to | 5,266 | 229 | 0.07% | 0.07% | 120 | +344 | 6.99% | Q1 2026 | Apr 20, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 5,226 | 227 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 4,800 | 208 | 0.1% | 0.11% | 122 | -153 | -3.09% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 4,745 | 206 | 0.01% | 0.01% | 123 | -3,151 | -39.91% | Q1 2026 | Apr 08, 2026 |
| Two West Capital Advisors LLC | History | New | 4,699 | 204 | 0.11% | — | 125 | +4,699 | New | Q1 2026 | May 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,667 | 204 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,242 | 141 | 0.04% | — | 126 | +3,242 | New | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 3,200 | 139 | 0.12% | 0.12% | 127 | +50 | 1.59% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,902 | 126 | 0.01% | 0.0% | 128 | +1,572 | 118.2% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,855 | 124 | 0.0% | 0.0% | 129 | -62 | -2.13% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 2,650 | 115 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 2,626 | 114 | 0.01% | 0.01% | 131 | +113 | 4.5% | Q1 2026 | Apr 17, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 2,051 | 89 | 0.03% | 0.03% | 132 | +80 | 4.06% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,846 | 80 | 0.0% | 0.0% | 133 | +3 | 0.16% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,371 | 60 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 1,347 | 58 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 55,992 | 55 | 0.0% | 0.01% | 136 | +16,255 | 40.91% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,112 | 48 | 0.02% | 0.03% | 137 | +7 | 0.63% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 858 | 37 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 763 | 33 | 0.02% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 605 | 26 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 601 | 26 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gen-Wealth Partners Inc | History | No change | 535 | 23 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 415 | 18 | 0.0% | 0.0% | 143 | +28 | 7.24% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 399 | 17 | 0.0% | 0.0% | 144 | -17 | -4.09% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 365 | 15 | 0.0% | 0.02% | 145 | -3,516 | -90.6% | Q1 2026 | Apr 24, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 310 | 13 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | No change | 293 | 12 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 268 | 11 | 0.0% | 0.0% | 148 | +4 | 1.52% | Q1 2026 | May 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 256 | 11 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 228 | 9 | 0.0% | 0.0% | 150 | -40 | -14.93% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Added to | 155 | 6 | 0.0% | 0.0% | 151 | +1 | 0.65% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 70 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 47 | 2 | 0.0% | 0.0% | 155 | +3 | 6.82% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 68 | 2 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | New | 30 | 1 | 0.0% | — | 159 | +30 | New | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,948 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,669 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,303 | -100.0% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,424 | -100.0% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,484 | -100.0% | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 21 | 0 | — | — | — | +1 | 5.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |