iShares, Inc. - EWL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,107,897 | 123,965 | 0.01% | 0.01% | 1 | +122,272 | 6.16% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 1,304,522 | 76,718 | 5.53% | 6.11% | 2 | -189,560 | -12.69% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,114,046 | 65,517 | 0.02% | 0.02% | 3 | -52,731 | -4.52% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,061,526 | 62,428 | 0.0% | 0.0% | 4 | +61,691 | 6.17% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 951,171 | 55,938 | 0.09% | 0.12% | 5 | -256,523 | -21.24% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 898,227 | 52,824 | 0.01% | 0.0% | 6 | +510,243 | 131.51% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 660,941 | 38,869 | 0.13% | 0.13% | 7 | -13,548 | -2.01% | Q1 2026 | May 08, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 541,025 | 31,817 | 0.68% | 0.72% | 8 | +40,070 | 8.0% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 541,025 | 31,817 | 0.59% | 0.62% | 9 | +40,070 | 8.0% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 501,835 | 29,512 | 0.0% | 0.0% | 10 | -1,014,919 | -66.91% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 453,328 | 26,660 | 0.84% | 0.06% | 11 | +424,416 | 1467.96% | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 322,546 | 18,968 | 0.77% | 0.79% | 12 | +6,665 | 2.11% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 322,181 | 18,531 | 0.0% | 0.0% | 13 | -349,169 | -52.01% | Q1 2026 | May 13, 2026 |
| GenTrust, LLC | History | Added to | 303,248 | 17,833 | 0.76% | 0.75% | 14 | +13,197 | 4.55% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 293,507 | 17,261 | 0.05% | 0.02% | 15 | +179,023 | 156.37% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 287,117 | 16,885 | 0.05% | 0.04% | 16 | +49,518 | 20.84% | Q1 2026 | May 05, 2026 |
| Polianta Ltd | History | New | 258,700 | 15,214 | 2.02% | — | 17 | +258,700 | New | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 225,706 | 13,273 | 0.1% | 0.11% | 18 | +3,543 | 1.59% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 185,190 | 10,890 | 0.0% | 0.0% | 19 | -4,310 | -2.27% | Q1 2026 | May 06, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 131,951 | 7,760 | 0.12% | 0.1% | 20 | +22,686 | 20.76% | Q1 2026 | May 13, 2026 |
| Rice Partnership, LLC | History | Added to | 131,595 | 7,739 | 1.06% | 1.03% | 21 | +5,129 | 4.06% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 125,028 | 7,352 | 0.0% | 0.0% | 22 | +104,259 | 501.99% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 124,243 | 7,306 | 0.0% | 0.0% | 23 | +21,961 | 21.47% | Q1 2026 | May 11, 2026 |
| Pictet North America Advisors SA | History | Added to | 118,956 | 6,995 | 0.69% | 0.54% | 24 | +23,350 | 24.42% | Q1 2026 | Apr 14, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 115,199 | 6,908 | 3.22% | 3.22% | 25 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 102,019 | 5,999 | 0.01% | 0.01% | 26 | -36,758 | -26.49% | Q1 2026 | May 05, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 80,105 | 4,710 | 0.06% | 0.05% | 27 | -2,091 | -2.54% | Q1 2026 | Apr 15, 2026 |
| CSM Advisors, LLC | History | New | 74,684 | 4,396 | 0.11% | — | 28 | +74,684 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 70,664 | 4,191 | 0.01% | 0.02% | 29 | +6,476 | 10.09% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 64,732 | 3,881 | 0.02% | 0.03% | 30 | +1,500 | 2.37% | Q1 2026 | May 15, 2026 |
| Climber Capital SA | History | No change | 61,151 | 3,594 | 2.35% | 2.24% | 31 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 57,040 | 3,354 | 0.0% | 0.0% | 32 | -6,076 | -9.63% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 56,768 | 3,338 | 0.0% | 0.0% | 33 | -199,601 | -77.86% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 50,822 | 2,988 | 0.0% | 0.0% | 34 | -36,246 | -41.63% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 48,009 | 2,823 | 0.0% | 0.0% | 35 | -5,015 | -9.46% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 46,340 | 2,725 | 0.01% | 0.01% | 36 | +1,349 | 3.0% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 45,367 | 2,668 | 0.0% | 0.0% | 37 | +13,451 | 42.15% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,373 | 2,315 | 0.0% | 0.0% | 38 | +1,047 | 2.73% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 36,211 | 2,129 | 0.0% | 0.0% | 39 | -95,908 | -72.59% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 36,114 | 2,123 | 0.02% | 0.01% | 40 | +6,119 | 20.4% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | No change | 34,017 | 2,000 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 31,717 | 1,865 | 0.01% | 0.0% | 42 | +24,914 | 366.22% | Q1 2026 | May 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 31,461 | 1,850 | 0.94% | 0.9% | 43 | +2,366 | 8.13% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 29,948 | 1,761 | 0.14% | 0.14% | 44 | -102 | -0.34% | Q1 2026 | May 07, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 29,501 | 1,734 | 0.55% | 0.52% | 45 | +753 | 2.62% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 29,280 | 1,721 | 0.08% | 0.08% | 46 | -602 | -2.01% | Q1 2026 | May 06, 2026 |
| Idaho Trust Co | History | Reduced | 28,580 | 1,680 | 0.55% | 0.6% | 47 | -1,737 | -5.73% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 28,202 | 1,658 | 0.0% | 0.0% | 48 | +2,842 | 11.21% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 27,700 | 1,629 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BFI Infinity Ltd. | History | Added to | 27,125 | 1,595 | 0.89% | 0.95% | 50 | +1,562 | 6.11% | Q1 2026 | Apr 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 25,642 | 1,508 | 0.03% | — | 51 | +25,642 | New | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 36,328 | 1,347 | 0.0% | 0.0% | 52 | +10,750 | 42.03% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 22,779 | 1,339 | 0.03% | 0.03% | 53 | +1,705 | 8.09% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 19,830 | 1,166 | 0.01% | 0.01% | 54 | -844 | -4.08% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,663 | 1,156 | 0.0% | 0.0% | 55 | +5,762 | 41.45% | Q1 2026 | Apr 27, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 19,167 | 1,127 | 0.07% | 0.07% | 56 | -1,087 | -5.37% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,800 | 1,105 | 0.0% | 0.0% | 57 | -451 | -2.34% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,553 | 1,091 | 0.0% | 0.0% | 58 | +237 | 1.29% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 18,176 | 1,068 | 0.09% | 0.1% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,156 | 1,067 | 0.0% | 0.0% | 60 | +1,095 | 6.42% | Q1 2026 | May 08, 2026 |
| Trek Financial, LLC | History | Added to | 18,031 | 1,060 | 0.06% | 0.04% | 61 | +7,246 | 67.19% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 16,450 | 967 | 0.01% | 0.0% | 62 | +16,338 | 14587.5% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 15,054 | 885 | 0.0% | 0.0% | 63 | +1,660 | 12.39% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | No change | 14,330 | 885 | 0.05% | 0.06% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mount Lucas Management LP | History | Reduced | 14,422 | 848 | 0.31% | 0.35% | 65 | -277 | -1.88% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Added to | 13,769 | 809 | 0.05% | 0.05% | 66 | +1,068 | 8.41% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 13,719 | 806 | 0.0% | 0.0% | 67 | +228 | 1.69% | Q1 2026 | May 13, 2026 |
| Boreal Capital Management LLC | History | No change | 13,596 | 799 | 0.65% | 0.61% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 13,512 | 794 | 0.0% | 0.0% | 69 | +707 | 5.52% | Q1 2026 | May 14, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 13,194 | 775 | 0.95% | 0.74% | 70 | +2,918 | 28.4% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,005 | 764 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 12,855 | 756 | 0.0% | 0.0% | 72 | +4,037 | 45.78% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 12,860 | 756 | 0.03% | 0.03% | 73 | -1,927 | -13.03% | Q1 2026 | May 14, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 12,780 | 751 | 0.02% | 0.01% | 74 | +2,159 | 20.33% | Q1 2026 | May 13, 2026 |
| swisspartners Advisors Ltd | History | Reduced | 12,350 | 722 | 0.45% | 0.54% | 75 | -20 | -0.16% | Q1 2026 | May 07, 2026 |
| EFG International AG | History | No change | 11,280 | 663 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 10,646 | 638 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Marotta Asset Management | History | Reduced | 10,490 | 624 | 0.11% | 0.12% | 78 | -108 | -1.02% | Q1 2026 | Apr 27, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 10,349 | 608 | 0.28% | 0.29% | 79 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 10,080 | 592 | 0.04% | — | 80 | +10,080 | New | Q1 2026 | May 12, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 9,853 | 578 | 0.02% | 0.02% | 81 | -205 | -2.04% | Q1 2026 | Apr 20, 2026 |
| Hyposwiss Advisors SA | History | Added to | 9,650 | 567 | 0.56% | 0.49% | 82 | +1,365 | 16.48% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 9,514 | 559 | 0.0% | 0.0% | 83 | -1,099 | -10.36% | Q1 2026 | May 14, 2026 |
| McHugh Group, LLC | History | No change | 9,200 | 541 | 0.32% | 0.31% | 84 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Waterway Wealth Management, LLC | History | No change | 8,765 | 515 | 0.11% | 0.12% | 85 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,340 | 490 | 0.0% | 0.0% | 86 | -2,062 | -19.82% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | No change | 8,129 | 478 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | New | 8,095 | 476 | 0.0% | — | 88 | +8,095 | New | Q1 2026 | May 14, 2026 |
| Global Endowment Management, LP | History | No change | 8,000 | 470 | 0.05% | 0.06% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LGL PARTNERS, LLC | History | Added to | 7,657 | 450 | 0.19% | 0.1% | 90 | +3,870 | 102.19% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 7,640 | 449 | 0.01% | 0.01% | 91 | -440 | -5.45% | Q1 2026 | Apr 06, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 7,178 | 422 | 0.12% | 0.13% | 92 | -7,178 | -50.0% | Q1 2026 | Apr 16, 2026 |
| East Coast Asset Management, LLC. | History | No change | 7,101 | 417 | 0.14% | 0.12% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,057 | 415 | 0.0% | 0.0% | 94 | +3,450 | 95.65% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,281 | 414 | 0.0% | 0.0% | 95 | +973 | 15.42% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Added to | 6,700 | 394 | 0.1% | 0.09% | 96 | +625 | 10.29% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | No change | 6,539 | 384 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EWA, LLC | History | No change | 6,377 | 375 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,317 | 372 | 0.0% | 0.0% | 99 | -383 | -5.72% | Q1 2026 | Apr 08, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 5,768 | 331 | 0.01% | 0.0% | 100 | +1,063 | 22.59% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 5,597 | 329 | 0.0% | 0.0% | 101 | -142 | -2.47% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,496 | 316 | 0.0% | 0.0% | 102 | -45 | -0.81% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 5,304 | 311 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | New | 5,111 | 300 | 0.0% | — | 104 | +5,111 | New | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 5,072 | 298 | 0.01% | 0.01% | 105 | -262 | -4.91% | Q1 2026 | May 04, 2026 |
| Forum Finance Group S.A. | History | New | 6,253 | 294 | 0.16% | — | 106 | +6,253 | New | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 4,970 | 292 | 0.0% | 0.0% | 107 | +29 | 0.59% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,956 | 291 | 0.0% | 0.0% | 108 | +109 | 2.25% | Q1 2026 | May 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 4,917 | 289 | 0.02% | — | 109 | +4,917 | New | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 4,758 | 279 | 0.0% | 0.0% | 110 | -1,000 | -17.37% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 4,663 | 274 | 0.0% | 0.0% | 111 | +1,206 | 34.89% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 4,588 | 269 | 0.0% | 0.0% | 112 | +1,072 | 30.49% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 4,580 | 269 | 0.01% | 0.01% | 113 | -323 | -6.59% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Added to | 4,564 | 268 | 0.01% | 0.01% | 114 | +579 | 14.53% | Q1 2026 | May 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 4,515 | 265 | 0.0% | 0.0% | 115 | +920 | 25.59% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 4,476 | 263 | 0.0% | — | 116 | +4,476 | New | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 4,400 | 258 | 0.0% | 0.0% | 117 | -30,296 | -87.32% | Q1 2026 | May 14, 2026 |
| Nautilus Advisors LLC | History | No change | 4,318 | 253 | 0.17% | 0.17% | 118 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 4,220 | 248 | 0.01% | 0.01% | 119 | +730 | 20.92% | Q1 2026 | Apr 30, 2026 |
| Lunt Capital Management, Inc. | History | No change | 4,189 | 246 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 4,177 | 245 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,054 | 238 | 0.0% | 0.0% | 122 | -148 | -3.52% | Q1 2026 | May 18, 2026 |
| &PARTNERS | History | Added to | 4,036 | 237 | 0.0% | 0.0% | 123 | +41 | 1.03% | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 3,953 | 237 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,966 | 233 | 0.0% | 0.0% | 125 | +317 | 8.69% | Q1 2026 | Apr 27, 2026 |
| United Asset Strategies, Inc. | History | New | 3,864 | 227 | 0.02% | — | 128 | +3,864 | New | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,861 | 227 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 3,875 | 227 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,719 | 218 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WARNER FINANCIAL, INC | History | No change | 3,570 | 210 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Truvestments Capital LLC | History | No change | 3,550 | 208 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,387 | 203 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 3,380 | 202 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,433 | 201 | 0.0% | 0.02% | 135 | -18,715 | -84.5% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,434 | 201 | 0.0% | — | 136 | +3,434 | New | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,415 | 201 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,093 | 181 | 0.0% | 0.0% | 137 | +356 | 13.01% | Q1 2026 | May 13, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 3,075 | 180 | 0.03% | 0.02% | 138 | +802 | 35.28% | Q1 2026 | Apr 14, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 2,277 | 133 | 0.13% | 0.13% | 139 | +15 | 0.66% | Q1 2026 | May 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 1,904 | 111 | 0.0% | 0.0% | 140 | +174 | 10.06% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,717 | 100 | 0.01% | 0.01% | 141 | -179 | -9.44% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,636 | 96 | 0.0% | — | 143 | +1,636 | New | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 1,645 | 96 | 0.0% | 0.0% | 142 | -127 | -7.17% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,480 | 87 | 0.0% | 0.0% | 145 | +506 | 51.95% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,494 | 87 | 0.0% | 0.0% | 144 | -51 | -3.3% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Reduced | 1,426 | 83 | 0.0% | 0.0% | 146 | -114 | -7.4% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 1,313 | 77 | 0.0% | 0.0% | 147 | +111 | 9.23% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,126 | 67 | 0.0% | 0.0% | 148 | +1,000 | 793.65% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,093 | 64 | 0.0% | 0.0% | 149 | +271 | 32.97% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,031 | 60 | 0.0% | — | 150 | +1,031 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 900 | 52 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ALLIANZ SE | History | No change | 755 | 44 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | New | 664 | 39 | 0.0% | — | 153 | +664 | New | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | No change | 632 | 37 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 588 | 34 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Breakwater Investment Management | History | No change | 546 | 32 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 543 | 31 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 487 | 28 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 396 | 23 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pacifica Partners Inc. | History | No change | 400 | 23 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 375 | 22 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hurley Capital, LLC | History | No change | 386 | 22 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower View Wealth Management LLC | History | No change | 383 | 22 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 341 | 20 | 0.0% | 0.0% | 164 | +255 | 296.51% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 320 | 18 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 298 | 17 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 285 | 16 | 0.0% | — | 167 | +285 | New | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 15,602 | 15 | 0.0% | 0.0% | 168 | -5,429 | -25.81% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 250 | 14 | 0.0% | — | 170 | +250 | New | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 245 | 14 | 0.0% | — | 169 | +245 | New | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 242 | 14 | 0.01% | — | 171 | +242 | New | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | No change | 225 | 13 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | No change | 200 | 11 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 160 | 9 | 0.0% | 0.0% | 174 | +56 | 53.85% | Q1 2026 | May 07, 2026 |
| Darwin Wealth Management, LLC | History | New | 145 | 8 | 0.0% | — | 176 | +145 | New | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 140 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | No change | 117 | 6 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 100 | 5 | 0.0% | — | 180 | +100 | New | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 98 | 5 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 76 | 4 | 0.0% | 0.0% | 181 | +7 | 10.14% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 76 | 4 | 0.0% | 0.0% | 182 | +7 | 10.14% | Q1 2026 | May 05, 2026 |
| Sankala Group LLC | History | Reduced | 59 | 3 | 0.0% | 0.01% | 184 | -53 | -47.32% | Q1 2026 | Mar 31, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 58 | 3 | 0.0% | 0.0% | 183 | -5 | -7.94% | Q1 2026 | Apr 30, 2026 |
| Eukles Asset Management | History | New | 40 | 2 | 0.0% | — | 186 | +40 | New | Q1 2026 | May 05, 2026 |
| Solstein Capital, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 187 | -1,015 | -97.69% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 30 | 1 | 0.0% | — | 191 | +30 | New | Q1 2026 | May 19, 2026 |
| SIMPLEX TRADING, LLC | History | New | 21 | 1 | 0.0% | — | 190 | +21 | New | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 26 | 1 | 0.0% | 0.0% | 189 | +2 | 8.33% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -92,769 | -100.0% | Q1 2026 | May 15, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -56,302 | -100.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,946 | -100.0% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,812 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -13,785 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,650 | -100.0% | Q1 2026 | May 04, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,277 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,504 | -100.0% | Q1 2026 | May 15, 2026 |
| Avos Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,137 | -100.0% | Q1 2026 | May 15, 2026 |
| Bellecapital International Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,855 | -100.0% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,878 | -100.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -401 | -100.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6 | 0 | — | 0.0% | — | -17 | -73.91% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |