iShares, Inc. - EWC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 12,770,748 | 682,213 | 0.04% | 0.04% | 1 | -117,661 | -0.91% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,192,083 | 503,634 | 0.09% | 0.06% | 2 | +2,436,895 | 36.07% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 8,480,811 | 464,663 | 0.01% | 0.0% | 3 | +7,140,552 | 532.77% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,461,756 | 408,829 | 0.67% | 0.65% | 4 | -49,689 | -0.66% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 4,841,833 | 265,284 | 0.23% | 0.14% | 5 | +1,663,788 | 52.35% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 3,840,577 | 210,425 | 0.35% | 0.39% | 6 | -1,268,818 | -24.83% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,245,100 | 177,799 | 0.07% | 0.11% | 7 | -1,494,900 | -31.54% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,218,327 | 176,332 | 0.03% | 0.06% | 8 | -4,472,956 | -58.16% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,187,913 | 174,665 | 0.01% | 0.01% | 9 | +1,042,304 | 48.58% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,086,672 | 169,118 | 0.02% | 0.02% | 10 | -594,077 | -16.14% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,081,714 | 114,057 | 0.01% | 0.01% | 11 | +156,792 | 8.15% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,927,768 | 105,622 | 0.31% | 0.29% | 12 | +12,093 | 0.63% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 1,800,052 | 98,624 | 0.2% | 0.19% | 13 | +91,652 | 5.36% | Q1 2026 | May 06, 2026 |
| Caption Management, LLC | History | Reduced | 1,798,300 | 98,528 | 0.58% | 0.67% | 14 | -1,700 | -0.09% | Q1 2026 | May 15, 2026 |
| Korea Investment CORP | History | Reduced | 1,685,459 | 92,346 | 0.19% | 0.19% | 15 | -72,498 | -4.12% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,538,908 | 84,316 | 0.01% | 0.01% | 16 | -40,103 | -2.54% | Q1 2026 | May 15, 2026 |
| Anson Funds Management LP | History | Added to | 1,500,000 | 82,185 | 7.21% | 5.08% | 17 | +500,000 | 50.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,399,301 | 76,667 | 0.01% | 0.02% | 18 | -1,061,418 | -43.13% | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | Added to | 1,245,050 | 68,216 | 0.28% | 0.24% | 19 | +331,884 | 36.34% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,210,430 | 66,319 | 0.02% | 0.02% | 20 | -48,662 | -3.86% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 1,117,389 | 61,221 | 0.01% | 0.0% | 21 | +585,294 | 110.0% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 881,907 | 48,319 | 0.01% | 0.01% | 22 | +180,394 | 25.71% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 876,252 | 48,009 | 0.01% | — | 23 | +876,252 | New | Q1 2026 | May 15, 2026 |
| Stairway Partners, LLC | History | Reduced | 814,393 | 44,620 | 2.31% | 2.28% | 24 | -1,340 | -0.16% | Q1 2026 | Apr 02, 2026 |
| STRS OHIO | History | Added to | 789,863 | 43,276 | 0.17% | 0.16% | 25 | +263 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Squarepoint Ops LLC | History | Added to | 695,400 | 38,100 | 0.04% | 0.03% | 26 | +209,300 | 43.06% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 644,178 | 35,294 | 0.02% | 0.03% | 27 | -372,924 | -36.67% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 551,146 | 30,197 | 0.05% | 0.03% | 28 | +210,000 | 61.56% | Q1 2026 | May 05, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | New | 550,000 | 30,134 | 3.44% | — | 29 | +550,000 | New | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | New | 526,500 | 28,846 | 0.61% | — | 30 | +526,500 | New | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 522,422 | 28,623 | 0.1% | 0.09% | 31 | -3,355 | -0.64% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 454,302 | 24,891 | 0.01% | 0.01% | 32 | -15,777 | -3.36% | Q1 2026 | May 06, 2026 |
| CSM Advisors, LLC | History | Added to | 436,529 | 23,920 | 0.59% | 0.64% | 33 | +3,048 | 0.7% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 430,234 | 23,572 | 0.0% | 0.0% | 34 | +27,182 | 6.74% | Q1 2026 | May 15, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 410,926 | 22,514 | 0.48% | 0.51% | 35 | +16,721 | 4.24% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 410,926 | 22,514 | 0.42% | 0.44% | 36 | +16,721 | 4.24% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 410,561 | 22,494 | 0.06% | 0.05% | 37 | +140,552 | 52.05% | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | Added to | 396,217 | 21,708 | 0.93% | 0.91% | 38 | +5,129 | 1.31% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 380,867 | 20,867 | 0.06% | 0.02% | 39 | +232,406 | 156.54% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 374,429 | 20,514 | 0.02% | 0.02% | 40 | -37,334 | -9.07% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 350,289 | 19,191 | 0.0% | 0.01% | 41 | -392,390 | -52.83% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 341,113 | 18,689 | 0.02% | 0.01% | 42 | +178,613 | 109.92% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 330,860 | 18,127 | 0.02% | 0.0% | 43 | +330,196 | 49728.31% | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | History | Added to | 314,292 | 17,220 | 0.54% | 0.48% | 44 | +27,434 | 9.56% | Q1 2026 | May 14, 2026 |
| VPR Management LLC | History | No change | 311,800 | 17,083 | 6.83% | 7.49% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 297,846 | 16,318 | 0.94% | 0.62% | 46 | +51,172 | 20.74% | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 266,456 | 14,599 | 0.0% | 0.0% | 47 | +36,030 | 15.64% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 240,663 | 13,185 | 0.21% | 0.15% | 48 | +56,760 | 30.86% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 220,063 | 12,057 | 0.28% | 0.27% | 49 | -2,009 | -0.9% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 217,302 | 11,905 | 0.01% | 0.01% | 50 | +44,980 | 26.1% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 213,647 | 11,705 | 0.01% | 0.0% | 51 | +32,155 | 17.72% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 203,000 | 11,122 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 192,819 | 10,564 | 0.01% | 0.01% | 53 | +32,694 | 20.42% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 176,246 | 9,656 | 0.0% | 0.0% | 54 | +143,199 | 433.32% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL PLC | History | Reduced | 173,500 | 9,506 | 0.06% | 0.13% | 55 | -129,400 | -42.72% | Q1 2026 | May 13, 2026 |
| CADINHA & CO LLC | History | Reduced | 162,684 | 8,913 | 1.66% | 2.55% | 56 | -144,191 | -46.99% | Q1 2026 | May 11, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 160,314 | 8,789 | 0.61% | 0.65% | 57 | +20,331 | 14.52% | Q1 2026 | May 18, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 142,068 | 7,844 | 0.02% | 0.02% | 58 | +87,828 | 161.92% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Added to | 143,010 | 7,835 | 0.68% | 0.67% | 59 | +2,362 | 1.68% | Q1 2026 | May 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 146,331 | 7,817 | 0.01% | 0.01% | 60 | +3,052 | 2.13% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 137,991 | 7,560 | 0.02% | 0.01% | 61 | +44,515 | 47.62% | Q1 2026 | May 04, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 134,800 | 7,385 | 0.27% | 0.24% | 62 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 125,550 | 6,878 | 1.02% | 1.04% | 63 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Added to | 120,779 | 6,617 | 0.31% | 0.23% | 64 | +34,577 | 40.11% | Q1 2026 | Apr 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 118,669 | 6,501 | 0.01% | 0.08% | 65 | -706,331 | -85.62% | Q1 2026 | May 15, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 110,826 | 6,072 | 4.48% | 2.83% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 109,572 | 6,003 | 0.0% | 0.0% | 67 | -3,458 | -3.06% | Q1 2026 | May 04, 2026 |
| Elm Partners Management LLC | History | Reduced | 112,070 | 5,986 | 0.26% | 0.28% | 68 | -407 | -0.36% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 105,934 | 5,804 | 0.01% | 0.01% | 69 | +1,905 | 1.83% | Q1 2026 | Apr 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 103,643 | 5,678 | 0.05% | 0.04% | 70 | +15,147 | 17.12% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | New | 98,763 | 5,411 | 0.01% | — | 71 | +98,763 | New | Q1 2026 | May 11, 2026 |
| BANK OF HAWAII | History | New | 98,681 | 5,406 | 0.28% | — | 72 | +98,681 | New | Q1 2026 | May 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 97,700 | 5,352 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 92,143 | 5,048 | 0.0% | — | 74 | +92,143 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 118,849 | 4,936 | 0.01% | 0.01% | 75 | +28,673 | 31.8% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 88,451 | 4,819 | 0.03% | 0.04% | 76 | -6,895 | -7.23% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 86,781 | 4,760 | 0.0% | 0.0% | 77 | +4,748 | 5.79% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 83,480 | 4,573 | 0.01% | — | 78 | +83,480 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 80,381 | 4,404 | 0.0% | 0.0% | 79 | -49,855 | -38.28% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | New | 78,541 | 4,303 | 0.22% | — | 80 | +78,541 | New | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 76,690 | 4,200 | 0.01% | 0.01% | 81 | -33,999 | -30.72% | Q1 2026 | May 01, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 75,431 | 4,132 | 1.09% | 1.15% | 82 | -3,161 | -4.02% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 74,583 | 4,086 | 0.01% | 0.02% | 83 | -6,042 | -7.49% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 71,964 | 3,942 | 0.18% | 0.07% | 84 | +43,505 | 152.87% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 71,758 | 3,931 | 0.01% | 0.01% | 85 | +304 | 0.43% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | New | 70,274 | 3,850 | 0.96% | — | 86 | +70,274 | New | Q1 2026 | Apr 15, 2026 |
| SYON CAPITAL LLC | History | Reduced | 67,305 | 3,687 | 0.19% | 0.19% | 87 | -5,173 | -7.14% | Q1 2026 | May 13, 2026 |
| Sava Infond d.o.o. | History | Added to | 66,500 | 3,643 | 0.52% | 0.35% | 88 | +18,500 | 38.54% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Added to | 65,676 | 3,598 | 0.12% | 0.06% | 89 | +33,471 | 103.93% | Q1 2026 | May 15, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 64,090 | 3,511 | 1.0% | 0.96% | 90 | +2,240 | 3.62% | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 56,800 | 3,112 | 0.0% | 0.01% | 91 | -5,000 | -8.09% | Q1 2026 | May 04, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 56,173 | 3,077 | 0.18% | 0.19% | 92 | -6,654 | -10.59% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 54,952 | 3,010 | 0.0% | 0.0% | 93 | -13,302 | -19.49% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 54,359 | 2,978 | 0.0% | 0.0% | 94 | +10,326 | 23.45% | Q1 2026 | May 14, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 54,046 | 2,961 | 0.21% | 0.21% | 95 | -3,450 | -6.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 52,154 | 2,857 | 0.34% | 0.54% | 96 | -38,453 | -42.44% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 51,904 | 2,843 | 0.01% | 0.01% | 97 | -8,727 | -14.39% | Q1 2026 | May 13, 2026 |
| Obsido Oy | History | Added to | 51,447 | 2,818 | 1.7% | 1.69% | 98 | +366 | 0.72% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 51,015 | 2,795 | 0.0% | 0.0% | 99 | +7,055 | 16.05% | Q1 2026 | May 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 50,396 | 2,758 | 0.0% | 0.0% | 100 | +8,608 | 20.6% | Q1 2026 | May 13, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 50,300 | 2,755 | 1.08% | 1.05% | 101 | -1,210 | -2.35% | Q1 2026 | Apr 27, 2026 |
| Quantitative Investment Management, LLC | History | New | 49,511 | 2,712 | 0.28% | — | 102 | +49,511 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 49,138 | 2,692 | 0.01% | 0.01% | 103 | +8,949 | 22.27% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 46,395 | 2,541 | 0.0% | 0.0% | 104 | -982 | -2.07% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 46,350 | 2,539 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Reduced | 44,125 | 2,417 | 0.0% | 0.0% | 106 | -1,120 | -2.48% | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | Added to | 43,551 | 2,386 | 0.48% | 0.74% | 107 | +4,913 | 12.72% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Added to | 42,833 | 2,346 | 0.0% | 0.0% | 108 | +22,734 | 113.11% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 39,000 | 2,136 | 0.14% | 0.13% | 109 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | Added to | 38,065 | 2,085 | 0.11% | 0.02% | 110 | +30,982 | 437.41% | Q1 2026 | May 13, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 37,278 | 2,042 | 1.11% | 1.17% | 111 | -2,354 | -5.94% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,651 | 2,008 | 0.01% | 0.01% | 112 | +11,916 | 48.17% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 35,932 | 1,968 | 0.23% | — | 113 | +35,932 | New | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 34,840 | 1,908 | 0.05% | 0.05% | 114 | -340 | -0.97% | Q1 2026 | Apr 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 34,649 | 1,898 | 0.2% | 0.17% | 115 | +5,490 | 18.83% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 34,371 | 1,883 | 0.06% | — | 116 | +34,371 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 32,408 | 1,775 | 0.0% | 0.0% | 117 | +596 | 1.87% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 32,339 | 1,771 | 0.01% | 0.0% | 118 | +982 | 3.13% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 31,792 | 1,742 | 0.01% | 0.0% | 119 | +22,081 | 227.38% | Q1 2026 | Apr 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 31,451 | 1,724 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 30,726 | 1,683 | 0.66% | 0.65% | 121 | -297 | -0.96% | Q1 2026 | May 07, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 30,490 | 1,670 | 0.42% | 0.41% | 122 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 30,230 | 1,656 | 0.72% | 0.91% | 123 | -8,679 | -22.31% | Q1 2026 | May 01, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 29,846 | 1,635 | 0.02% | — | 124 | +29,846 | New | Q1 2026 | May 01, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 25,902 | 1,503 | 1.09% | 1.37% | 125 | -7,450 | -22.34% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 27,186 | 1,489 | 0.0% | 0.0% | 126 | +7,252 | 36.38% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 26,656 | 1,460 | 0.06% | 0.04% | 127 | +4,585 | 20.77% | Q1 2026 | May 12, 2026 |
| Providence First Trust Co | History | Added to | 25,511 | 1,397 | 0.49% | 0.43% | 128 | +2,350 | 10.15% | Q1 2026 | May 04, 2026 |
| NVWM, LLC | History | Reduced | 25,109 | 1,375 | 0.31% | 0.3% | 129 | -833 | -3.21% | Q1 2026 | Apr 27, 2026 |
| 1832 Asset Management L.P. | History | Added to | 24,675 | 1,351 | 0.0% | 0.0% | 130 | +5,265 | 27.13% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 24,155 | 1,323 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,518 | 1,288 | 0.0% | 0.0% | 132 | +4,745 | 25.28% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 23,310 | 1,277 | 0.0% | 0.0% | 133 | +6,132 | 35.7% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 23,245 | 1,273 | 0.0% | 0.0% | 134 | -185 | -0.79% | Q1 2026 | May 11, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 22,900 | 1,231 | 1.42% | — | 135 | +22,900 | New | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,170 | 1,226 | 0.0% | 0.0% | 136 | -4,743 | -17.62% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 21,929 | 1,201 | 0.01% | 0.02% | 137 | -1,875 | -7.88% | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 20,970 | 1,157 | 0.2% | 0.21% | 138 | -430 | -2.01% | Q1 2026 | Apr 08, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 20,734 | 1,136 | 0.2% | 0.2% | 139 | +165 | 0.8% | Q1 2026 | May 05, 2026 |
| Cedar Wealth Management, LLC | History | No change | 20,666 | 1,132 | 0.33% | 0.33% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 20,624 | 1,130 | 0.02% | 0.02% | 141 | -2,126 | -9.35% | Q1 2026 | Apr 08, 2026 |
| Csenge Advisory Group | History | Added to | 19,887 | 1,089 | 0.05% | 0.01% | 142 | +15,934 | 403.09% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,851 | 1,087 | 0.02% | 0.01% | 143 | +8,515 | 75.11% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | No change | 19,793 | 1,084 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 19,404 | 1,063 | 0.07% | 0.07% | 145 | +200 | 1.04% | Q1 2026 | Apr 20, 2026 |
| Banco Santander, S.A. | History | Added to | 19,304 | 1,057 | 0.01% | 0.01% | 146 | +3,519 | 22.29% | Q1 2026 | May 08, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 19,011 | 1,041 | 0.0% | 0.0% | 147 | -7 | -0.04% | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | Added to | 18,987 | 1,040 | 0.43% | 0.4% | 148 | +466 | 2.52% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 18,482 | 1,012 | 0.03% | 0.03% | 149 | +48 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Quantbot Technologies LP | History | Added to | 18,468 | 1,011 | 0.04% | 0.02% | 150 | +9,237 | 100.06% | Q1 2026 | May 13, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 17,215 | 943 | 0.26% | 0.28% | 151 | -17,214 | -50.0% | Q1 2026 | Apr 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 17,034 | 933 | 0.0% | 0.0% | 152 | -2,773 | -14.0% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 16,939 | 928 | 0.05% | 0.03% | 153 | +7,483 | 79.13% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Reduced | 16,784 | 919 | 0.0% | 0.02% | 154 | -150,989 | -90.0% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 16,596 | 909 | 0.13% | — | 155 | +16,596 | New | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 15,878 | 869 | 0.04% | — | 156 | +15,878 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 15,641 | 856 | 0.01% | 0.0% | 157 | +8,812 | 129.04% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | No change | 15,378 | 842 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 15,318 | 839 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | Reduced | 15,120 | 828 | 0.08% | 0.29% | 160 | -40,082 | -72.61% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 15,060 | 825 | 0.02% | 0.02% | 161 | -233 | -1.52% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 14,984 | 808 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 14,295 | 783 | 0.08% | 0.1% | 163 | -2,973 | -17.22% | Q1 2026 | May 07, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 14,200 | 778 | 0.0% | 0.0% | 164 | +1,700 | 13.6% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | Reduced | 13,944 | 763 | 0.09% | 0.09% | 165 | -410 | -2.86% | Q1 2026 | May 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 13,892 | 761 | 0.52% | — | 166 | +13,892 | New | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,617 | 746 | 0.01% | 0.01% | 167 | +2,434 | 21.77% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 13,500 | 739 | 0.02% | 0.02% | 168 | +202 | 1.52% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 13,381 | 733 | 0.0% | 0.0% | 169 | -3,376 | -20.15% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 13,359 | 731 | 0.04% | 0.04% | 170 | -1,775 | -11.73% | Q1 2026 | May 14, 2026 |
| Center For Asset Management LLC | History | Added to | 13,197 | 723 | 0.36% | 0.3% | 171 | +2,461 | 22.92% | Q1 2026 | Apr 16, 2026 |
| Vontobel Holding Ltd. | History | Added to | 13,042 | 714 | 0.0% | 0.0% | 172 | +5,441 | 71.58% | Q1 2026 | May 08, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 12,953 | 710 | 0.01% | 0.01% | 173 | -761 | -5.55% | Q1 2026 | Apr 23, 2026 |
| COOPERMAN LEON G | History | No change | 12,531 | 686 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 11,681 | 684 | 0.11% | 0.14% | 175 | -3,843 | -24.76% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | No change | 12,376 | 678 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 12,191 | 667 | 0.0% | — | 177 | +12,191 | New | Q1 2026 | May 14, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 12,059 | 660 | 0.41% | 0.4% | 178 | +256 | 2.17% | Q1 2026 | Apr 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 11,314 | 619 | 0.07% | 0.06% | 179 | +2,095 | 22.72% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 11,106 | 608 | 0.0% | 0.0% | 180 | +5,271 | 90.33% | Q1 2026 | May 14, 2026 |
| Curbstone Financial Management Corp | History | No change | 11,080 | 607 | 0.12% | 0.11% | 181 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | New | 11,048 | 605 | 0.34% | — | 182 | +11,048 | New | Q1 2026 | Apr 07, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 10,803 | 591 | 0.14% | 0.09% | 183 | +3,678 | 51.62% | Q1 2026 | May 07, 2026 |
| SMART Wealth LLC | History | New | 10,739 | 588 | 0.17% | — | 184 | +10,739 | New | Q1 2026 | Apr 23, 2026 |
| Pictet North America Advisors SA | History | Reduced | 10,553 | 578 | 0.06% | 0.08% | 185 | -5,750 | -35.27% | Q1 2026 | Apr 14, 2026 |
| XTX Topco Ltd | History | New | 10,514 | 576 | 0.01% | — | 186 | +10,514 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,453 | 572 | 0.0% | 0.0% | 188 | -6,129 | -36.96% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 10,440 | 572 | 0.0% | 0.0% | 187 | -559 | -5.08% | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 10,265 | 562 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,113 | 554 | 0.0% | 0.0% | 190 | +1,127 | 12.54% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 9,855 | 539 | 0.01% | 0.01% | 191 | +175 | 1.81% | Q1 2026 | May 07, 2026 |
| Maia Wealth LLC | History | No change | 9,751 | 534 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 9,720 | 532 | 0.01% | 0.01% | 193 | +3,838 | 65.25% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,607 | 526 | 0.01% | 0.0% | 194 | +5,175 | 116.76% | Q1 2026 | Apr 20, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 9,471 | 518 | 0.01% | 0.04% | 195 | -31,491 | -76.88% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,064 | 496 | 0.0% | — | 196 | +9,064 | New | Q1 2026 | May 01, 2026 |
| Capstone Capital Management Ltd | History | New | 9,000 | 493 | 0.5% | — | 197 | +9,000 | New | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 8,966 | 491 | 0.01% | 0.0% | 198 | +6,574 | 274.83% | Q1 2026 | Apr 13, 2026 |
| Objectivity Squared, LLC | History | New | 8,944 | 490 | 0.31% | — | 199 | +8,944 | New | Q1 2026 | May 13, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 8,800 | 482 | 0.03% | 0.02% | 200 | +100 | 1.15% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 8,840 | 476 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 8,547 | 468 | 0.04% | 0.04% | 202 | -290 | -3.28% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 8,289 | 454 | 0.01% | — | 203 | +8,289 | New | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 8,109 | 444 | 0.07% | 0.08% | 204 | -603 | -6.92% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 8,038 | 440 | 0.02% | — | 205 | +8,038 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,086 | 436 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 7,850 | 430 | 0.25% | 0.23% | 207 | +390 | 5.23% | Q1 2026 | May 11, 2026 |
| TFB Advisors LLC | History | Reduced | 7,666 | 420 | 0.22% | 0.16% | 208 | -2,715 | -26.15% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | New | 7,647 | 418 | 0.0% | — | 209 | +7,647 | New | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Added to | 7,554 | 413 | 0.0% | 0.0% | 210 | +56 | 0.75% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | No change | 7,476 | 409 | 0.06% | 0.05% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 7,438 | 407 | 0.11% | 0.4% | 212 | -22,516 | -75.17% | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | No change | 7,329 | 401 | 0.0% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Boltwood Capital Management | History | Added to | 7,000 | 383 | 0.1% | 0.08% | 215 | +950 | 15.7% | Q1 2026 | Apr 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 7,000 | 383 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 6,849 | 375 | 0.02% | 0.01% | 216 | +234 | 3.54% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,784 | 371 | 0.0% | 0.0% | 217 | +693 | 11.38% | Q1 2026 | May 05, 2026 |
| Sterling Investment Counsel, LLC | History | New | 6,720 | 368 | 0.1% | — | 218 | +6,720 | New | Q1 2026 | Apr 16, 2026 |
| Creekside Partners | History | No change | 6,641 | 363 | 0.15% | 0.15% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 6,599 | 361 | 0.0% | 0.0% | 220 | +1,043 | 18.77% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,541 | 358 | 0.0% | 0.0% | 221 | -2,077 | -24.1% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,600 | 355 | 0.0% | 0.0% | 222 | +374 | 6.01% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,354 | 348 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 6,331 | 346 | 0.0% | 0.0% | 224 | +233 | 3.82% | Q1 2026 | May 14, 2026 |
| Independent Family Office, LLC | History | No change | 6,200 | 339 | 0.14% | 0.14% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 6,177 | 338 | 0.15% | 0.14% | 226 | -75 | -1.2% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,050 | 331 | 0.0% | 0.0% | 228 | +520 | 9.4% | Q1 2026 | Apr 20, 2026 |
| WULFF, HANSEN & CO. | History | No change | 6,052 | 331 | 0.34% | 0.27% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,938 | 325 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 5,877 | 324 | 0.0% | 0.0% | 230 | -424 | -6.73% | Q1 2026 | May 14, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 5,896 | 323 | 0.06% | 0.01% | 231 | +4,498 | 321.75% | Q1 2026 | Apr 14, 2026 |
| COMMERCE BANK | History | Reduced | 5,768 | 316 | 0.0% | 0.0% | 232 | -404 | -6.55% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,662 | 310 | 0.0% | 0.0% | 233 | +1,418 | 33.41% | Q1 2026 | Apr 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,648 | 309 | 0.0% | 0.0% | 234 | +675 | 13.57% | Q1 2026 | Apr 27, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 5,640 | 308 | 0.08% | 0.08% | 235 | -164 | -2.83% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | New | 5,586 | 306 | 0.02% | — | 236 | +5,586 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,557 | 304 | 0.01% | 0.01% | 237 | +1,026 | 22.64% | Q1 2026 | May 12, 2026 |
| Kaizen Financial Strategies | History | Added to | 5,210 | 302 | 0.13% | 0.12% | 238 | +200 | 3.99% | Q1 2026 | May 01, 2026 |
| BLALOCK WILLIAMS, LLC | History | New | 5,496 | 301 | 0.23% | — | 239 | +5,496 | New | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 5,408 | 296 | 0.02% | — | 241 | +5,408 | New | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,413 | 296 | 0.02% | 0.04% | 240 | -2,173 | -28.64% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,258 | 288 | 0.0% | 0.0% | 242 | +806 | 18.1% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,245 | 287 | 0.0% | 0.0% | 243 | -1,512 | -22.38% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,147 | 282 | 0.0% | 0.0% | 244 | -196 | -3.67% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,114 | 280 | 0.01% | 0.01% | 245 | +423 | 9.02% | Q1 2026 | May 04, 2026 |
| Global Endowment Management, LP | History | No change | 5,000 | 274 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,988 | 273 | 0.01% | 0.01% | 247 | +297 | 6.33% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 4,883 | 267 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Element Wealth, LLC | History | Added to | 4,861 | 266 | 0.11% | 0.1% | 249 | +182 | 3.89% | Q1 2026 | May 04, 2026 |
| Yoffe Investment Management, LLC | History | No change | 4,869 | 266 | 0.34% | 0.33% | 250 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | New | 4,757 | 260 | 0.0% | — | 251 | +4,757 | New | Q1 2026 | Apr 15, 2026 |
| Legacy PCG, LLC | History | Reduced | 4,722 | 258 | 1.39% | 1.17% | 253 | -30,462 | -86.58% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | No change | 4,558 | 258 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Lunt Capital Management, Inc. | History | No change | 4,700 | 257 | 0.1% | 0.09% | 254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WestEnd Advisors, LLC | History | Added to | 4,627 | 253 | 0.01% | 0.0% | 255 | +1,076 | 30.3% | Q1 2026 | Apr 22, 2026 |
| Vantage Financial Partners, LLC | History | No change | 4,698 | 253 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 4,568 | 250 | 0.02% | — | 257 | +4,568 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,538 | 248 | 0.0% | 0.0% | 258 | -10,838 | -70.49% | Q1 2026 | May 08, 2026 |
| JGP Wealth Management, LLC | History | Added to | 4,535 | 248 | 0.03% | 0.03% | 259 | +43 | 0.96% | Q1 2026 | Apr 08, 2026 |
| Balefire, LLC | History | Added to | 4,479 | 245 | 0.05% | 0.04% | 260 | +725 | 19.31% | Q1 2026 | May 07, 2026 |
| Activest Wealth Management | History | No change | 4,476 | 245 | 0.04% | 0.05% | 261 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 4,420 | 242 | 0.09% | 0.15% | 263 | -2,600 | -37.04% | Q1 2026 | May 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 4,427 | 242 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | Reduced | 4,405 | 241 | 0.0% | 0.0% | 264 | -5,986 | -57.61% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,410 | 241 | 0.0% | 0.0% | 265 | +410 | 10.25% | Q1 2026 | Apr 10, 2026 |
| Sunpointe, LLC | History | No change | 4,399 | 241 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | New | 4,309 | 236 | 0.0% | — | 267 | +4,309 | New | Q1 2026 | May 05, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,269 | 233 | 0.15% | — | 269 | +4,269 | New | Q1 2026 | Apr 14, 2026 |
| CENTRAL TRUST Co | History | No change | 4,270 | 233 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,044 | 223 | 0.0% | 0.0% | 270 | +3,715 | 1129.18% | Q1 2026 | Apr 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 4,033 | 220 | 0.03% | 0.03% | 271 | -1,046 | -20.59% | Q1 2026 | Apr 23, 2026 |
| TPG Financial Advisors, LLC | History | New | 3,977 | 217 | 0.07% | — | 272 | +3,977 | New | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,893 | 213 | 0.0% | 0.0% | 273 | +497 | 14.63% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | New | 3,861 | 211 | 0.0% | — | 274 | +3,861 | New | Q1 2026 | Apr 27, 2026 |
| Texas Yale Capital Corp. | History | No change | 3,850 | 210 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Accurate Wealth Management, LLC | History | New | 3,686 | 209 | 0.03% | — | 276 | +3,686 | New | Q1 2026 | Apr 22, 2026 |
| Americana Partners, LLC | History | New | 3,776 | 206 | 0.01% | — | 277 | +3,776 | New | Q1 2026 | May 12, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 3,670 | 201 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,648 | 199 | 0.0% | 0.01% | 279 | -4,976 | -57.7% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,608 | 194 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,538 | 189 | 0.0% | 0.0% | 281 | +75 | 2.17% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,406 | 186 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | New | 11,085 | 175 | 0.02% | — | 283 | +11,085 | New | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | New | 2,903 | 159 | 0.0% | — | 285 | +2,903 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 2,914 | 159 | 0.0% | 0.0% | 284 | +172 | 6.27% | Q1 2026 | May 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 2,858 | 156 | 0.08% | — | 286 | +2,858 | New | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 2,830 | 155 | 0.03% | 0.03% | 287 | -63 | -2.18% | Q1 2026 | Apr 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 2,673 | 146 | 0.09% | 0.06% | 288 | +28 | 1.06% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Reduced | 2,425 | 132 | 0.0% | 0.0% | 289 | -52 | -2.1% | Q1 2026 | Apr 07, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 2,350 | 128 | 0.06% | 0.06% | 290 | -120 | -4.86% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,201 | 118 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 2,000 | 115 | 0.0% | — | 293 | +2,000 | New | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,108 | 115 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,965 | 107 | 0.0% | 0.0% | 294 | +1,791 | 1029.31% | Q1 2026 | May 15, 2026 |
| Pacifica Partners Inc. | History | Added to | 1,925 | 105 | 0.03% | 0.04% | 295 | +100 | 5.48% | Q1 2026 | Apr 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,800 | 98 | 0.0% | 0.0% | 296 | -383 | -17.54% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,639 | 90 | 0.0% | 0.0% | 297 | +39 | 2.44% | Q1 2026 | May 06, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 1,497 | 82 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Purpose Unlimited Inc. | History | New | 1,454 | 79 | 0.0% | — | 299 | +1,454 | New | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,432 | 78 | 0.04% | 0.0% | 300 | +1,265 | 757.49% | Q1 2026 | May 15, 2026 |