iShares, Inc. - EZU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 13,923,249 | 872,152 | 0.05% | 0.05% | 1 | +2,355 | 0.02% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,862,280 | 743,052 | 0.13% | 0.06% | 2 | +6,316,311 | 113.89% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 10,219,414 | 640,144 | 0.01% | 0.01% | 3 | -715,791 | -6.55% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,539,311 | 534,902 | 0.04% | 0.04% | 4 | +937,598 | 12.33% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,229,821 | 515,515 | 0.06% | 0.08% | 5 | -2,272,572 | -21.64% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 5,671,243 | 355,246 | 0.29% | 0.32% | 6 | -549,400 | -8.83% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,117,656 | 257,929 | 0.16% | 0.18% | 7 | -211,965 | -4.9% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 3,671,932 | 230,009 | 0.01% | 0.01% | 8 | +35,293 | 0.97% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,413,718 | 213,835 | 0.07% | 0.07% | 9 | +78,450 | 2.35% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 3,048,786 | 190,975 | 0.03% | 0.01% | 10 | +1,782,474 | 140.76% | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,833,484 | 114,849 | 0.19% | 0.28% | 11 | -886,078 | -32.58% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,001,583 | 62,716 | 0.01% | 0.01% | 12 | +235,253 | 30.7% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | Added to | 986,460 | 61,791 | 0.69% | 0.79% | 13 | +28,886 | 3.02% | Q1 2026 | May 11, 2026 |
| MATAURO, LLC | History | Added to | 900,069 | 56,380 | 8.15% | 8.36% | 14 | +33,310 | 3.84% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 880,944 | 55,182 | 0.01% | 0.01% | 15 | +52,089 | 6.28% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 778,557 | 48,769 | 1.54% | — | 16 | +778,557 | New | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Added to | 720,820 | 45,152 | 1.11% | 1.25% | 17 | +220 | 0.03% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 637,271 | 39,919 | 0.06% | 0.06% | 18 | +14,296 | 2.29% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 629,825 | 39,452 | 0.01% | 0.0% | 19 | +624,425 | 11563.43% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 630,131 | 38,028 | 0.0% | 0.0% | 20 | -79,336 | -11.18% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 597,173 | 37,406 | 0.01% | 0.01% | 21 | +30,129 | 5.31% | Q1 2026 | May 06, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 503,662 | 31,549 | 0.49% | 0.46% | 22 | +16,443 | 3.37% | Q1 2026 | May 13, 2026 |
| Naman Capital Ltda | History | No change | 451,750 | 28,297 | 7.86% | 8.15% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 433,561 | 27,158 | 0.01% | 0.0% | 24 | +340,764 | 367.21% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 419,834 | 26,298 | 0.01% | 0.0% | 25 | +414,815 | 8264.89% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 406,393 | 25,456 | 0.09% | 0.09% | 26 | -15,859 | -3.76% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 390,879 | 24,484 | 0.01% | 0.0% | 27 | +324,491 | 488.78% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 387,476 | 24,271 | 0.56% | 0.57% | 28 | -12,096 | -3.03% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 310,456 | 19,446 | 0.02% | 0.01% | 29 | +154,222 | 98.71% | Q1 2026 | May 13, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 298,258 | 18,682 | 1.9% | 1.87% | 30 | +8,037 | 2.77% | Q1 2026 | May 08, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 293,166 | 18,363 | 1.09% | 0.82% | 31 | +69,599 | 31.13% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Added to | 286,988 | 17,976 | 0.39% | 0.31% | 32 | +12,553 | 4.57% | Q1 2026 | May 07, 2026 |
| Karpus Management, Inc. | History | Added to | 280,297 | 17,557 | 0.55% | 0.41% | 33 | +70,278 | 33.46% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 268,507 | 16,819 | 0.0% | 0.0% | 34 | +46,436 | 20.91% | Q1 2026 | May 04, 2026 |
| Goodman Financial Corp | History | Added to | 268,505 | 16,818 | 2.89% | 3.23% | 35 | +2,063 | 0.77% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 256,017 | 15,962 | 0.01% | 0.02% | 36 | -2,283 | -0.88% | Q1 2026 | May 14, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 245,051 | 15,349 | 3.39% | 2.71% | 37 | +45,789 | 22.98% | Q1 2026 | Apr 27, 2026 |
| Polianta Ltd | History | New | 234,700 | 14,701 | 1.95% | — | 38 | +234,700 | New | Q1 2026 | Apr 16, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 230,377 | 14,430 | 1.92% | 1.94% | 39 | -8,313 | -3.48% | Q1 2026 | Apr 22, 2026 |
| BANK HAPOALIM BM | History | New | 229,000 | 14,345 | 2.2% | — | 40 | +229,000 | New | Q1 2026 | May 04, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 223,752 | 14,015 | 1.01% | 2.14% | 41 | -267,234 | -54.43% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 222,739 | 13,952 | 0.7% | 0.7% | 42 | +5,229 | 2.4% | Q1 2026 | May 13, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | New | 215,580 | 13,503 | 5.01% | — | 43 | +215,580 | New | Q1 2026 | Apr 14, 2026 |
| CONNABLE OFFICE INC | History | Added to | 210,259 | 13,170 | 1.3% | 1.19% | 44 | +8,320 | 4.12% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 203,802 | 12,766 | 0.01% | 0.0% | 45 | +48,034 | 30.84% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 202,583 | 12,689 | 0.0% | 0.0% | 46 | +32,458 | 19.08% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 174,149 | 10,908 | 0.38% | 0.2% | 47 | +84,101 | 93.4% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 153,198 | 9,596 | 0.44% | 0.45% | 48 | -9,237 | -5.69% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 149,241 | 9,348 | 0.11% | 0.12% | 49 | -10,338 | -6.48% | Q1 2026 | May 15, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 137,674 | 8,623 | 2.71% | 2.78% | 50 | -2,058 | -1.47% | Q1 2026 | Apr 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 192,959 | 8,481 | 0.01% | 0.02% | 51 | +1,736 | 0.91% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Reduced | 130,373 | 8,166 | 0.18% | 0.2% | 52 | -800 | -0.61% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 125,857 | 7,883 | 0.04% | 0.04% | 53 | +355 | 0.28% | Q1 2026 | May 05, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 124,016 | 7,768 | 0.1% | 0.07% | 54 | +16,848 | 15.72% | Q1 2026 | Apr 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 115,987 | 7,265 | 0.02% | 0.02% | 55 | -10,571 | -8.35% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 110,347 | 6,912 | 0.0% | 0.0% | 56 | -7,733 | -6.55% | Q1 2026 | May 08, 2026 |
| Dorsey Wright & Associates | History | Added to | 107,812 | 6,753 | 0.84% | 0.7% | 57 | +57,362 | 113.7% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 103,738 | 6,498 | 0.02% | 0.02% | 58 | -2,677 | -2.52% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 103,117 | 6,459 | 0.29% | 0.12% | 59 | +62,173 | 151.85% | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | Added to | 102,969 | 6,449 | 0.03% | 0.03% | 60 | +2,356 | 2.34% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 102,600 | 6,426 | 0.0% | 0.0% | 61 | +63,662 | 163.5% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | No change | 99,439 | 6,228 | 0.1% | 0.12% | 62 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 98,750 | 6,183 | 0.02% | 0.03% | 63 | -35,154 | -26.25% | Q1 2026 | May 13, 2026 |
| BFI Infinity Ltd. | History | Added to | 91,947 | 5,759 | 3.23% | 3.65% | 64 | +487 | 0.53% | Q1 2026 | Apr 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 90,251 | 5,653 | 0.11% | 0.02% | 65 | +79,741 | 758.72% | Q1 2026 | Apr 27, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 89,309 | 5,557 | 0.04% | 0.05% | 66 | -12,994 | -12.7% | Q1 2026 | May 14, 2026 |
| LCW Services, LLC | History | Added to | 86,959 | 5,447 | 2.71% | 2.74% | 67 | +6,656 | 8.29% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 85,429 | 5,351 | 0.02% | 0.02% | 68 | -6,259 | -6.83% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 82,862 | 5,190 | 0.06% | 0.17% | 69 | -154,523 | -65.09% | Q1 2026 | May 07, 2026 |
| Finley Financial, LLC | History | Added to | 82,562 | 5,171 | 2.42% | 2.42% | 70 | +135 | 0.16% | Q1 2026 | Apr 22, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 79,198 | 4,960 | 0.64% | 0.62% | 71 | +893 | 1.14% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | New | 77,710 | 4,867 | 0.08% | — | 72 | +77,710 | New | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 77,295 | 4,841 | 0.01% | 0.01% | 73 | -3,466 | -4.29% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 70,919 | 4,724 | 0.08% | 0.09% | 74 | -10,080 | -12.44% | Q1 2026 | May 15, 2026 |
| Climber Capital SA | History | No change | 86,238 | 4,631 | 3.03% | 2.97% | 75 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 73,680 | 4,615 | 2.86% | 2.73% | 76 | +1,134 | 1.56% | Q1 2026 | May 13, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 69,645 | 4,362 | 4.65% | 4.79% | 77 | +2,363 | 3.51% | Q1 2026 | May 04, 2026 |
| Pictet North America Advisors SA | History | Added to | 68,853 | 4,312 | 0.43% | 0.41% | 78 | +900 | 1.32% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 66,248 | 4,149 | 0.01% | 0.01% | 79 | -25,004 | -27.4% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 64,445 | 4,036 | 0.4% | 0.4% | 80 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 59,475 | 3,725 | 0.01% | 0.0% | 81 | +9,915 | 20.01% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 56,534 | 3,541 | 0.0% | 0.0% | 82 | +2,469 | 4.57% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 56,008 | 3,508 | 0.0% | 0.0% | 83 | +23,864 | 74.24% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 55,913 | 3,502 | 0.0% | — | 84 | +55,913 | New | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 52,418 | 3,283 | 0.0% | 0.0% | 85 | +48,515 | 1243.02% | Q1 2026 | May 15, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 51,894 | 3,250 | 1.44% | 1.48% | 86 | +1,789 | 3.57% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 51,652 | 3,235 | 0.0% | 0.0% | 87 | +1,315 | 2.61% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 50,954 | 3,191 | 0.09% | 0.07% | 88 | +7,517 | 17.31% | Q1 2026 | Apr 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 48,504 | 3,038 | 0.05% | 0.05% | 89 | -427 | -0.87% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 48,423 | 3,033 | 0.0% | 0.0% | 90 | +3,797 | 8.51% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Added to | 48,127 | 3,014 | 0.14% | 0.03% | 91 | +38,139 | 381.85% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 47,001 | 2,944 | 0.0% | 0.0% | 92 | -178,357 | -79.14% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 46,500 | 2,912 | 0.17% | 0.17% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 42,538 | 2,664 | 0.19% | 0.2% | 94 | -457 | -1.06% | Q1 2026 | May 12, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 42,300 | 2,649 | 0.19% | — | 95 | +42,300 | New | Q1 2026 | May 15, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 41,200 | 2,619 | 0.48% | 0.45% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 39,647 | 2,483 | 0.1% | 0.07% | 97 | +12,003 | 43.42% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 38,641 | 2,476 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blueprint Investment Partners LLC | History | No change | 39,375 | 2,466 | 0.25% | 0.27% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 39,375 | 2,466 | 0.37% | 0.38% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 37,708 | 2,362 | 0.02% | 0.01% | 101 | +18,067 | 91.99% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 37,674 | 2,359 | 0.03% | — | 102 | +37,674 | New | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 37,084 | 2,322 | 0.04% | 0.01% | 103 | +28,358 | 324.98% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Reduced | 36,503 | 2,286 | 0.0% | 0.0% | 104 | -2,581 | -6.6% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 36,112 | 2,262 | 0.0% | 0.0% | 105 | +19,318 | 115.03% | Q1 2026 | May 15, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 35,643 | 2,232 | 1.88% | 1.96% | 106 | +75 | 0.21% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,504 | 2,114 | 0.0% | 0.0% | 107 | -18,943 | -36.12% | Q1 2026 | Apr 08, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 33,738 | 2,113 | 0.0% | 0.0% | 108 | -1,482 | -4.21% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 32,729 | 2,050 | 0.01% | — | 109 | +32,729 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 32,307 | 2,023 | 0.07% | — | 110 | +32,307 | New | Q1 2026 | May 19, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 36,267 | 1,929 | 0.61% | 0.38% | 111 | +4,585 | 14.47% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 30,024 | 1,880 | 0.04% | 0.01% | 112 | +20,214 | 206.06% | Q1 2026 | Apr 13, 2026 |
| GTS SECURITIES LLC | History | New | 29,990 | 1,878 | 0.07% | — | 113 | +29,990 | New | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 29,125 | 1,868 | 0.33% | 0.33% | 114 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Columbus Macro, LLC | History | Added to | 29,611 | 1,854 | 0.2% | 0.21% | 115 | +6 | 0.02% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,528 | 1,839 | 0.0% | 0.0% | 116 | +5,215 | 20.6% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,912 | 1,836 | 0.02% | 0.01% | 117 | +16,028 | 124.4% | Q1 2026 | Apr 07, 2026 |
| Ballew Advisors, Inc | History | Reduced | 27,639 | 1,833 | 1.03% | 1.04% | 118 | -256 | -0.92% | Q1 2026 | Apr 10, 2026 |
| Ascentis Independent Advisors | History | New | 29,074 | 1,821 | 0.14% | — | 119 | +29,074 | New | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 27,434 | 1,718 | 0.15% | 0.16% | 120 | -2,519 | -8.41% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 27,367 | 1,714 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 27,272 | 1,708 | 0.0% | — | 122 | +27,272 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 26,941 | 1,687 | 0.02% | 0.0% | 123 | +23,099 | 601.22% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,763 | 1,641 | 0.08% | 0.01% | 124 | -26,112 | -70.81% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 26,109 | 1,635 | 0.0% | 0.0% | 125 | +68 | 0.26% | Q1 2026 | May 14, 2026 |
| Community Bank, N.A. | History | Reduced | 25,247 | 1,581 | 0.19% | 0.2% | 126 | -1,190 | -4.5% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 25,129 | 1,574 | 0.0% | — | 127 | +25,129 | New | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 25,056 | 1,569 | 0.18% | 0.28% | 128 | -12,763 | -33.75% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 25,000 | 1,566 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 24,318 | 1,523 | 0.58% | 0.39% | 130 | -515 | -2.07% | Q1 2026 | May 04, 2026 |
| Garde Capital, Inc. | History | No change | 23,972 | 1,501 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 23,911 | 1,497 | 0.0% | 0.0% | 132 | +14,793 | 162.24% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 23,398 | 1,465 | 0.0% | 0.0% | 133 | +20,878 | 828.49% | Q1 2026 | May 01, 2026 |
| Vivaldi Capital Management LP | History | No change | 22,641 | 1,418 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 21,689 | 1,392 | 0.65% | 0.65% | 135 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Sierra Capital LLC | History | No change | 22,454 | 1,387 | 0.15% | 0.15% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,843 | 1,368 | 0.01% | 0.01% | 137 | +1,038 | 4.99% | Q1 2026 | Apr 30, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | New | 21,247 | 1,330 | 0.47% | — | 139 | +21,247 | New | Q1 2026 | Apr 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 21,235 | 1,330 | 0.12% | 0.11% | 138 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 21,098 | 1,321 | 0.12% | 0.16% | 140 | -6,087 | -22.39% | Q1 2026 | May 04, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 20,832 | 1,304 | 0.12% | 0.16% | 141 | -3,880 | -15.7% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 20,812 | 1,303 | 0.0% | 0.0% | 142 | -37,906 | -64.56% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 20,728 | 1,298 | 0.02% | 0.01% | 143 | +10,623 | 105.13% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 20,584 | 1,289 | 0.77% | 1.19% | 144 | -7,669 | -27.14% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 20,027 | 1,254 | 0.07% | 0.04% | 145 | +6,920 | 52.8% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 18,191 | 1,166 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 18,451 | 1,155 | 0.24% | 0.25% | 147 | -884 | -4.57% | Q1 2026 | Apr 20, 2026 |
| Sentinel Advisory Group, LLC | History | New | 18,283 | 1,145 | 0.56% | — | 148 | +18,283 | New | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 17,568 | 1,115 | 0.08% | 0.08% | 149 | -217 | -1.22% | Q1 2026 | Apr 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 17,709 | 1,109 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | New | 17,293 | 1,083 | 0.12% | — | 151 | +17,293 | New | Q1 2026 | Apr 15, 2026 |
| Sterling Investment Counsel, LLC | History | New | 16,913 | 1,059 | 0.3% | — | 152 | +16,913 | New | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | Added to | 16,702 | 1,046 | 0.01% | 0.01% | 153 | +1,093 | 7.0% | Q1 2026 | May 15, 2026 |
| Carrera Capital Advisors | History | Reduced | 16,151 | 1,011 | 0.16% | 0.18% | 154 | -168 | -1.03% | Q1 2026 | May 04, 2026 |
| Smithfield Trust Co | History | Reduced | 16,095 | 1,007 | 0.04% | 0.05% | 155 | -885 | -5.21% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,545 | 973 | 0.0% | 0.01% | 156 | -26 | -0.17% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 15,380 | 963 | 0.03% | 0.03% | 157 | -1,676 | -9.83% | Q1 2026 | Apr 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 15,050 | 942 | 0.01% | 0.0% | 158 | +14,998 | 28842.31% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,786 | 926 | 0.0% | 0.0% | 159 | -18,627 | -55.75% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 14,433 | 904 | 0.0% | 0.0% | 160 | -78 | -0.54% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 13,120 | 821 | 0.01% | 0.01% | 161 | +7,749 | 144.27% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 12,863 | 805 | 0.0% | 0.0% | 162 | +2,745 | 27.13% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Reduced | 12,825 | 803 | 0.02% | 0.02% | 163 | -73 | -0.57% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,678 | 794 | 0.04% | 0.02% | 164 | +5,407 | 74.36% | Q1 2026 | May 12, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 12,655 | 792 | 0.22% | 0.28% | 165 | -1,125 | -8.16% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | New | 11,836 | 790 | 0.02% | — | 166 | +11,836 | New | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 12,377 | 775 | 0.01% | 0.01% | 167 | +1,696 | 15.88% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,713 | 733 | 0.0% | 0.0% | 168 | +1,561 | 15.38% | Q1 2026 | May 05, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 11,235 | 703 | 0.1% | 0.11% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 10,950 | 685 | 0.4% | 0.37% | 171 | +1,444 | 15.19% | Q1 2026 | Apr 16, 2026 |
| Banco Santander, S.A. | History | Reduced | 10,947 | 685 | 0.01% | 0.01% | 170 | -348 | -3.08% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,673 | 684 | 0.0% | 0.0% | 172 | +468 | 4.59% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 10,898 | 682 | 0.02% | 0.03% | 173 | -128 | -1.16% | Q1 2026 | Apr 29, 2026 |
| VestGen Investment Management | History | Added to | 10,847 | 679 | 0.37% | 0.32% | 174 | +1,817 | 20.12% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,258 | 657 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 10,269 | 643 | 0.5% | 0.26% | 176 | +5,281 | 105.87% | Q1 2026 | May 14, 2026 |
| BBR PARTNERS, LLC | History | No change | 10,238 | 641 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,223 | 640 | 0.0% | 0.0% | 178 | +2,253 | 28.27% | Q1 2026 | May 05, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 9,999 | 626 | 0.2% | 0.12% | 179 | +4,152 | 71.01% | Q1 2026 | May 08, 2026 |
| Legacy Advisors, LLC | History | No change | 9,996 | 626 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Amundi | History | Reduced | 9,923 | 621 | 0.0% | 0.0% | 181 | -480 | -4.61% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,795 | 614 | 0.0% | 0.0% | 182 | -5,491 | -35.92% | Q1 2026 | Apr 30, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 9,007 | 564 | 0.13% | 0.14% | 183 | -197 | -2.14% | Q1 2026 | May 08, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 8,645 | 541 | 0.15% | 0.13% | 184 | +1,199 | 16.1% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 8,645 | 541 | 0.02% | 0.01% | 185 | +1,199 | 16.1% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | New | 8,300 | 519 | 0.01% | — | 186 | +8,300 | New | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,264 | 517 | 0.0% | 0.0% | 187 | +307 | 3.86% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,091 | 513 | 0.04% | 0.05% | 188 | -2,314 | -22.24% | Q1 2026 | May 01, 2026 |
| AWM CAPITAL, LLC | History | No change | 8,177 | 512 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 7,556 | 509 | 0.18% | 0.17% | 190 | +1,091 | 16.88% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,092 | 506 | 0.01% | 0.01% | 191 | +1,389 | 20.72% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 8,059 | 504 | 0.05% | 0.08% | 192 | -5,028 | -38.42% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 8,058 | 504 | 0.09% | 0.09% | 193 | +1,054 | 15.05% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,737 | 484 | 0.01% | 0.0% | 194 | +3,107 | 67.11% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,649 | 479 | 0.01% | 0.01% | 195 | +2,596 | 51.38% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,550 | 472 | 0.0% | 0.0% | 196 | +1,287 | 20.55% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,461 | 467 | 0.0% | 0.0% | 197 | -28,700 | -79.37% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Added to | 7,416 | 464 | 0.01% | 0.0% | 198 | +7,062 | 1994.92% | Q1 2026 | May 13, 2026 |
| Gibbs Wealth Management | History | Added to | 7,276 | 455 | 0.06% | 0.07% | 200 | +2,748 | 60.69% | Q1 2026 | May 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 7,266 | 455 | 0.03% | 0.03% | 199 | -106 | -1.44% | Q1 2026 | May 05, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 7,174 | 449 | 0.28% | 0.27% | 201 | -51 | -0.71% | Q1 2026 | May 12, 2026 |
| Arkos Global Advisors | History | No change | 7,051 | 442 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| United Asset Strategies, Inc. | History | Added to | 7,008 | 438 | 0.03% | 0.02% | 203 | +3,536 | 101.84% | Q1 2026 | Apr 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 6,704 | 419 | 0.17% | 0.16% | 204 | +410 | 6.51% | Q1 2026 | May 07, 2026 |
| Americana Partners, LLC | History | Added to | 6,646 | 416 | 0.01% | 0.01% | 205 | +3,386 | 103.87% | Q1 2026 | May 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 6,606 | 414 | 0.0% | 0.0% | 206 | +3,210 | 94.52% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,529 | 408 | 0.0% | 0.0% | 207 | -11,752 | -64.29% | Q1 2026 | May 15, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 7,883 | 402 | 0.27% | — | 208 | +7,883 | New | Q1 2026 | May 13, 2026 |
| Financial Alternatives, Inc | History | No change | 6,400 | 400 | 0.22% | 0.24% | 209 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HWG Holdings LP | History | No change | 6,306 | 395 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,202 | 388 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 6,086 | 381 | 0.0% | 0.0% | 212 | +60 | 1.0% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 6,062 | 379 | 0.0% | 0.0% | 213 | -3,794 | -38.49% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 6,042 | 378 | 0.0% | 0.0% | 214 | +314 | 5.48% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,923 | 371 | 0.0% | 0.0% | 215 | +1,228 | 26.16% | Q1 2026 | May 08, 2026 |
| Prossimo Advisors, LLC | History | New | 5,856 | 366 | 2.23% | — | 216 | +5,856 | New | Q1 2026 | Apr 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 5,711 | 357 | 0.01% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,499 | 344 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 4,950 | 335 | 0.05% | 0.04% | 219 | +1,531 | 44.78% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 5,313 | 332 | 0.01% | — | 220 | +5,313 | New | Q1 2026 | Apr 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 5,257 | 329 | 0.0% | 0.0% | 221 | +195 | 3.85% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,252 | 328 | 0.01% | 0.0% | 222 | +949 | 22.05% | Q1 2026 | Apr 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,168 | 323 | 0.02% | — | 223 | +5,168 | New | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Added to | 5,122 | 320 | 0.02% | 0.02% | 224 | +305 | 6.33% | Q1 2026 | Apr 29, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 5,109 | 320 | 0.17% | 0.18% | 225 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parcion Private Wealth LLC | History | No change | 5,061 | 316 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,000 | 313 | 0.01% | — | 227 | +5,000 | New | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 4,977 | 311 | 0.01% | 0.01% | 228 | +494 | 11.02% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,919 | 308 | 0.01% | 0.01% | 229 | +187 | 3.95% | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | New | 4,876 | 305 | 0.04% | — | 232 | +4,876 | New | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,883 | 305 | 0.0% | 0.0% | 231 | -312 | -6.01% | Q1 2026 | Apr 24, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,870 | 305 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,790 | 300 | 0.0% | 0.0% | 233 | -47 | -0.97% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,738 | 296 | 0.01% | 0.01% | 234 | -77 | -1.6% | Q1 2026 | Apr 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 4,586 | 287 | 0.04% | 0.03% | 235 | +974 | 26.97% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,567 | 286 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,564 | 285 | 0.01% | 0.01% | 237 | -598 | -11.58% | Q1 2026 | May 06, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 4,481 | 280 | 0.13% | — | 238 | +4,481 | New | Q1 2026 | Apr 28, 2026 |
| SHARPEPOINT LLC | History | No change | 4,440 | 278 | 0.17% | 0.17% | 239 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 4,307 | 269 | 0.07% | 0.08% | 240 | -59 | -1.35% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | New | 4,265 | 267 | 0.0% | — | 241 | +4,265 | New | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,197 | 262 | 0.0% | 0.0% | 242 | -1,521 | -26.6% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,103 | 257 | 0.0% | — | 244 | +4,103 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 4,103 | 257 | 0.01% | — | 245 | +4,103 | New | Q1 2026 | Apr 27, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 4,110 | 257 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 4,086 | 255 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,041 | 253 | 0.0% | 0.0% | 247 | -986 | -19.61% | Q1 2026 | May 13, 2026 |
| Hexagon Capital Partners LLC | History | New | 3,996 | 250 | 0.04% | — | 249 | +3,996 | New | Q1 2026 | May 04, 2026 |
| Boreal Capital Management LLC | History | No change | 4,000 | 250 | 0.2% | 0.19% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Destiny Capital Corp/CO | History | New | 3,987 | 249 | 0.13% | — | 250 | +3,987 | New | Q1 2026 | May 11, 2026 |
| Facet Wealth, Inc. | History | New | 3,835 | 240 | 0.0% | — | 251 | +3,835 | New | Q1 2026 | May 07, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 3,803 | 238 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,747 | 234 | 0.01% | 0.01% | 253 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,727 | 233 | 0.0% | 0.0% | 254 | +1,110 | 42.41% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,699 | 231 | 0.0% | 0.0% | 255 | -37 | -0.99% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,646 | 228 | 0.0% | 0.0% | 256 | -805 | -18.09% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 3,531 | 221 | 0.02% | 0.03% | 257 | -2,094 | -37.23% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 3,514 | 220 | 0.0% | 0.0% | 258 | +39 | 1.12% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | No change | 3,479 | 217 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,770 | 216 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,403 | 213 | 0.0% | — | 261 | +3,403 | New | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | New | 3,400 | 212 | 0.01% | — | 263 | +3,400 | New | Q1 2026 | May 15, 2026 |
| Balance Wealth, LLC | History | Added to | 3,391 | 212 | 0.07% | 0.07% | 262 | +66 | 1.98% | Q1 2026 | Apr 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,376 | 211 | 0.0% | 0.0% | 264 | +127 | 3.91% | Q1 2026 | May 01, 2026 |
| Trivium Point Advisory, LLC | History | New | 3,364 | 210 | 0.04% | — | 265 | +3,364 | New | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 3,351 | 209 | 0.0% | 0.0% | 266 | +2,886 | 620.65% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Reduced | 3,320 | 207 | 0.05% | 0.05% | 267 | -95 | -2.78% | Q1 2026 | May 08, 2026 |
| Maridea Wealth Management LLC | History | New | 3,290 | 206 | 0.03% | — | 269 | +3,290 | New | Q1 2026 | Apr 21, 2026 |
| PUREfi Wealth, LLC | History | No change | 3,304 | 206 | 0.13% | 0.16% | 268 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 3,280 | 205 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Family Manage LLC | History | No change | 3,209 | 201 | 0.02% | 0.03% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 3,201 | 200 | 0.0% | — | 272 | +3,201 | New | Q1 2026 | May 05, 2026 |
| Shira Ridge Wealth Management | History | New | 3,197 | 200 | 0.08% | — | 273 | +3,197 | New | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 3,152 | 197 | 0.0% | 0.0% | 274 | -411 | -11.54% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 2,772 | 173 | 0.09% | — | 275 | +2,772 | New | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,600 | 167 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 2,440 | 152 | 0.0% | 0.0% | 277 | +1,045 | 74.91% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,436 | 152 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2,190 | 137 | 0.13% | — | 279 | +2,190 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 2,127 | 135 | 0.03% | 0.02% | 280 | +880 | 70.57% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,128 | 133 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,115 | 132 | 0.0% | 0.0% | 282 | -2,026 | -48.93% | Q1 2026 | May 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 2,017 | 126 | 0.13% | 0.3% | 284 | -2,702 | -57.26% | Q1 2026 | Apr 14, 2026 |
| Gleason Group, Inc. | History | No change | 2,019 | 126 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BAYBAN | History | Reduced | 1,995 | 124 | 0.11% | 0.11% | 285 | -4 | -0.2% | Q1 2026 | Apr 24, 2026 |
| EASTERN BANK | History | Reduced | 1,698 | 106 | 0.0% | 0.0% | 286 | -2,633 | -60.79% | Q1 2026 | Apr 07, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,649 | 103 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,614 | 101 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 1,608 | 100 | 0.0% | 0.0% | 289 | -238 | -12.89% | Q1 2026 | Apr 22, 2026 |
| TSFG, LLC | History | Reduced | 1,592 | 100 | 0.02% | 0.02% | 290 | -3 | -0.19% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,571 | 98 | 0.0% | 0.0% | 291 | -97 | -5.82% | Q1 2026 | May 06, 2026 |
| Bangor Savings Bank | History | No change | 1,559 | 97 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,544 | 96 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 1,460 | 91 | 0.0% | 0.0% | 294 | +443 | 43.56% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,331 | 83 | 0.0% | 0.0% | 295 | +318 | 31.39% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,325 | 82 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,250 | 78 | 0.0% | 0.0% | 297 | -2,750 | -68.75% | Q1 2026 | May 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 1,201 | 75 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 1,130 | 70 | 0.04% | — | 300 | +1,130 | New | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,174 | 70 | 0.0% | 0.0% | 299 | -61 | -4.94% | Q1 2026 | May 15, 2026 |