iSHARES TRUST - FALN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,519,795 | 200,928 | 0.01% | 0.01% | 1 | +252,501 | 3.47% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 3,657,064 | 97,717 | 1.11% | 1.13% | 2 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,622,871 | 96,803 | 0.01% | 0.01% | 3 | +182,231 | 5.3% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | New | 3,038,602 | 81,191 | 1.52% | — | 4 | +3,038,602 | New | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Reduced | 2,328,235 | 62,210 | 0.02% | 0.02% | 5 | -100,817 | -4.15% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Reduced | 1,395,228 | 37,280 | 0.01% | 0.01% | 6 | -16,237 | -1.15% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 1,389,487 | 37,127 | 0.15% | 0.15% | 7 | +56,015 | 4.2% | Q1 2026 | May 14, 2026 |
| ESL Trust Services, LLC | History | Reduced | 1,242,649 | 33,203 | 6.34% | 6.54% | 8 | -5,809 | -0.47% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 959,010 | 26,180 | 0.01% | 0.01% | 9 | -81,020 | -7.79% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 926,000 | 24,742 | 0.08% | 0.21% | 10 | -1,402,300 | -60.23% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 712,523 | 19,038 | 0.0% | 0.0% | 11 | -209,813 | -22.75% | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 680,484 | 18,182 | 0.41% | 0.46% | 12 | -49,421 | -6.77% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Added to | 659,177 | 17,613 | 2.02% | 1.98% | 13 | +29,563 | 4.7% | Q1 2026 | Apr 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 634,413 | 16,950 | 0.0% | 0.0% | 14 | -49,946 | -7.3% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 596,100 | 15,927 | 0.04% | 0.04% | 15 | +1,800 | 0.3% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 581,555 | 15,539 | 0.04% | 0.03% | 16 | +217,694 | 59.83% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 532,107 | 14,217 | 0.0% | 0.0% | 17 | -18,521 | -3.36% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 525,443 | 14,039 | 0.01% | 0.02% | 18 | -7,490 | -1.41% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 525,000 | 14,028 | 0.05% | 0.03% | 19 | +175,000 | 50.0% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 473,715 | 12,657 | 0.01% | 0.01% | 20 | -23,217 | -4.67% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 378,397 | 10,110 | 0.0% | 0.0% | 21 | +43,685 | 13.05% | Q1 2026 | May 04, 2026 |
| Breakwater Capital Group | History | Added to | 359,635 | 9,609 | 1.29% | 1.3% | 22 | +17,819 | 5.21% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 353,749 | 9,452 | 0.01% | 0.01% | 23 | +135,081 | 61.77% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 332,516 | 8,884 | 0.01% | 0.0% | 24 | +164,039 | 97.37% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 316,837 | 8,465 | 0.04% | 0.05% | 25 | -68,930 | -17.87% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 297,689 | 7,955 | 0.01% | 0.01% | 26 | -33,087 | -10.0% | Q1 2026 | May 15, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 294,018 | 7,856 | 0.97% | 0.73% | 27 | +54,980 | 23.0% | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | Added to | 273,741 | 7,314 | 0.8% | 1.24% | 28 | +5,719 | 2.13% | Q1 2026 | May 07, 2026 |
| HF Advisory Group, LLC | History | Added to | 268,800 | 7,182 | 2.45% | 2.34% | 29 | +23,217 | 9.45% | Q1 2026 | Apr 21, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 266,514 | 7,121 | 3.53% | 3.69% | 30 | -2,319 | -0.86% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 259,997 | 6,963 | 0.01% | 0.01% | 31 | -84,733 | -24.58% | Q1 2026 | Apr 08, 2026 |
| Petix & Botte Co | History | Added to | 246,470 | 6,585 | 1.47% | 1.37% | 32 | +24,802 | 11.19% | Q1 2026 | Apr 30, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 243,797 | 6,514 | 1.76% | 1.71% | 33 | +49,644 | 25.57% | Q1 2026 | Apr 17, 2026 |
| Marex Group plc | History | Added to | 239,710 | 6,405 | 0.04% | 0.03% | 34 | +56,968 | 31.17% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 221,612 | 5,921 | 0.11% | 0.12% | 35 | -8,221 | -3.58% | Q1 2026 | May 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 192,570 | 5,145 | 0.11% | 0.05% | 36 | +100,717 | 109.65% | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 184,138 | 4,920 | 0.69% | 0.65% | 37 | +9,939 | 5.71% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 179,502 | 4,796 | 0.02% | 0.02% | 38 | +15,543 | 9.48% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 171,504 | 4,582 | 0.0% | 0.0% | 39 | -252,509 | -59.55% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 171,094 | 4,571 | 0.81% | 0.9% | 40 | -7,824 | -4.37% | Q1 2026 | Apr 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 170,249 | 4,549 | 0.29% | 0.37% | 41 | -45,767 | -21.19% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 167,214 | 4,467 | 0.01% | 0.01% | 42 | +22,661 | 15.68% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 162,810 | 4,350 | 0.07% | 0.03% | 43 | +109,138 | 203.34% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 160,740 | 4,294 | 0.37% | 0.39% | 44 | -11,285 | -6.56% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 156,997 | 4,194 | 0.52% | 0.41% | 45 | +40,571 | 34.85% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 150,432 | 4,019 | 0.0% | 0.0% | 46 | +10,797 | 7.73% | Q1 2026 | May 14, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 135,496 | 3,620 | 3.09% | 2.22% | 47 | +52,657 | 63.57% | Q1 2026 | Apr 27, 2026 |
| Ignite Planners, LLC | History | Added to | 132,916 | 3,558 | 0.55% | 0.53% | 48 | +6,274 | 4.95% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 129,431 | 3,504 | 0.06% | 0.18% | 49 | -8,602 | -6.23% | Q1 2026 | May 01, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 127,837 | 3,415 | 2.78% | 2.83% | 50 | -2,229 | -1.71% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 127,200 | 3,398 | 0.0% | 0.0% | 51 | +3,760 | 3.05% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 128,206 | 3,390 | 0.0% | 0.0% | 52 | +78,495 | 157.9% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 124,483 | 3,326 | 0.01% | 0.01% | 53 | +2,087 | 1.71% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | No change | 124,200 | 3,318 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 120,524 | 3,220 | 0.02% | 0.01% | 55 | -10,701 | -8.15% | Q1 2026 | Apr 29, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 117,914 | 3,150 | 0.98% | 0.95% | 56 | +3,266 | 2.85% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 111,759 | 2,986 | 0.03% | 0.01% | 57 | +69,253 | 162.93% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 109,580 | 2,927 | 0.03% | 0.03% | 58 | -4,386 | -3.85% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 104,094 | 2,813 | 0.38% | 0.46% | 59 | -2,843 | -2.66% | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 101,560 | 2,713 | 0.04% | 0.04% | 60 | +2,505 | 2.53% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 98,890 | 2,642 | 0.0% | 0.0% | 61 | +1,863 | 1.92% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 98,545 | 2,633 | 0.01% | 0.01% | 62 | -83,195 | -45.78% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 2,672 | 2,629 | 0.65% | — | 63 | +2,672 | New | Q1 2026 | May 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 97,837 | 2,614 | 0.45% | 0.43% | 64 | +5,324 | 5.75% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 97,342 | 2,600 | 0.03% | — | 65 | +97,342 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 95,320 | 2,546 | 0.0% | 0.0% | 66 | +47,206 | 98.11% | Q1 2026 | May 05, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 94,114 | 2,514 | 0.2% | 0.17% | 67 | +12,535 | 15.37% | Q1 2026 | Apr 17, 2026 |
| Addison Capital Co | History | Added to | 94,081 | 2,513 | 0.45% | 0.61% | 68 | +4,268 | 4.75% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 94,015 | 2,512 | 0.01% | 0.01% | 69 | +31,583 | 50.59% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 93,430 | 2,496 | 0.05% | 0.05% | 70 | +1,059 | 1.15% | Q1 2026 | Apr 10, 2026 |
| Parcion Private Wealth LLC | History | Added to | 93,204 | 2,490 | 0.15% | 0.15% | 71 | +3,823 | 4.28% | Q1 2026 | Apr 22, 2026 |
| Proficio Capital Partners LLC | History | Added to | 89,915 | 2,402 | 0.13% | 0.1% | 72 | +39,250 | 77.47% | Q1 2026 | May 14, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 88,396 | 2,361 | 1.41% | 1.02% | 73 | +33,886 | 62.16% | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | Reduced | 85,683 | 2,289 | 0.52% | 0.6% | 74 | -2,187 | -2.49% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 84,852 | 2,267 | 0.01% | 0.02% | 75 | -26,636 | -23.89% | Q1 2026 | Apr 30, 2026 |
| Sherry Group, Inc. | History | Added to | 80,027 | 2,138 | 2.33% | 2.28% | 76 | +328 | 0.41% | Q1 2026 | May 05, 2026 |
| Mount Lucas Management LP | History | Added to | 79,636 | 2,127 | 0.79% | 0.79% | 77 | +7,262 | 10.03% | Q1 2026 | May 05, 2026 |
| Coastline Trust Co | History | Reduced | 78,128 | 2,087 | 0.21% | 0.38% | 78 | -70,156 | -47.31% | Q1 2026 | Apr 03, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 78,000 | 2,084 | 0.91% | 0.97% | 79 | -481 | -0.61% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 77,862 | 2,081 | 0.0% | 0.0% | 80 | -66,401 | -46.03% | Q1 2026 | May 15, 2026 |
| ATX Financial Planning, LLC | History | New | 76,998 | 2,057 | 1.56% | — | 81 | +76,998 | New | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 76,294 | 2,038 | 0.0% | 0.0% | 82 | +4,475 | 6.23% | Q1 2026 | May 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 72,599 | 1,939 | 0.24% | — | 83 | +72,599 | New | Q1 2026 | May 18, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 71,979 | 1,923 | 0.94% | 0.95% | 84 | -3,014 | -4.02% | Q1 2026 | Apr 08, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 69,842 | 1,866 | 0.02% | 0.02% | 85 | -2,505 | -3.46% | Q1 2026 | Apr 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 63,087 | 1,704 | 0.38% | 0.09% | 86 | +49,815 | 375.34% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 63,514 | 1,697 | 0.08% | 0.07% | 87 | +9,658 | 17.93% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 61,833 | 1,652 | 0.11% | 0.11% | 88 | -560 | -0.9% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 61,490 | 1,643 | 0.0% | 0.0% | 89 | +60,260 | 4899.19% | Q1 2026 | May 01, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 60,462 | 1,615 | 0.54% | 0.57% | 90 | +3,052 | 5.32% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 56,007 | 1,496 | 0.0% | 0.0% | 91 | +18,907 | 50.96% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 54,689 | 1,461 | 0.0% | 0.0% | 92 | +2,205 | 4.2% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 53,313 | 1,424 | 0.32% | 0.32% | 93 | +2,865 | 5.68% | Q1 2026 | Apr 22, 2026 |
| DDFG, Inc | History | Added to | 52,524 | 1,403 | 0.3% | 0.3% | 94 | +2,938 | 5.93% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 47,318 | 1,264 | 0.01% | 0.03% | 95 | -48,602 | -50.67% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 46,210 | 1,234 | 0.23% | 0.19% | 96 | +975 | 2.16% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,990 | 1,229 | 0.01% | 0.01% | 97 | +3,042 | 7.08% | Q1 2026 | Apr 07, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 45,181 | 1,207 | 0.8% | 0.84% | 98 | +27 | 0.06% | Q1 2026 | Apr 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 42,470 | 1,134 | 0.08% | 0.09% | 99 | +674 | 1.61% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 42,239 | 1,128 | 0.01% | 0.01% | 100 | +274 | 0.65% | Q1 2026 | May 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 41,828 | 1,117 | 0.25% | 0.25% | 101 | +30 | 0.07% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 39,243 | 1,071 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ascentis Independent Advisors | History | Added to | 39,737 | 1,061 | 0.08% | 0.08% | 103 | +21,906 | 122.85% | Q1 2026 | Apr 28, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 39,194 | 1,047 | 0.38% | 0.2% | 104 | +19,542 | 99.44% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 38,507 | 1,028 | 0.0% | 0.0% | 105 | -616 | -1.57% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,086 | 1,017 | 0.0% | 0.0% | 106 | +5,591 | 17.21% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 36,804 | 1,004 | 0.01% | 0.0% | 107 | +13,125 | 55.43% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 37,463 | 1,001 | 0.01% | 0.02% | 108 | +3,455 | 10.16% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 37,078 | 990 | 0.02% | 0.02% | 109 | +2,096 | 5.99% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 36,110 | 964 | 0.01% | 0.02% | 110 | -64,688 | -64.18% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,462 | 947 | 0.0% | 0.0% | 111 | -3,233 | -8.36% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 35,049 | 936 | 0.01% | 0.01% | 112 | +1,090 | 3.21% | Q1 2026 | Apr 23, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 33,887 | 905 | 0.25% | 0.23% | 113 | +1,632 | 5.06% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 32,449 | 867 | 0.01% | 0.01% | 114 | -1,608 | -4.72% | Q1 2026 | May 13, 2026 |
| Sierra Capital LLC | History | No change | 31,185 | 833 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 31,126 | 831 | 0.01% | 0.02% | 116 | -12,516 | -28.68% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 30,590 | 817 | 0.05% | 0.05% | 117 | -228 | -0.74% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 30,136 | 805 | 0.18% | 0.3% | 118 | -15,424 | -33.85% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 30,008 | 801 | 0.01% | 0.01% | 119 | -17 | -0.06% | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 29,577 | 790 | 0.1% | — | 120 | +29,577 | New | Q1 2026 | Apr 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 29,439 | 786 | 0.03% | 0.03% | 121 | +93 | 0.32% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | New | 28,718 | 767 | 0.01% | — | 123 | +28,718 | New | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,738 | 767 | 0.01% | 0.01% | 122 | +621 | 2.21% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 28,284 | 755 | 0.0% | 0.0% | 124 | +1,534 | 5.73% | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 28,149 | 752 | 0.42% | 0.46% | 125 | +1,308 | 4.87% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 27,630 | 738 | 0.0% | — | 126 | +27,630 | New | Q1 2026 | May 15, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 27,500 | 734 | 0.49% | 0.49% | 127 | +200 | 0.73% | Q1 2026 | May 18, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 27,346 | 730 | 0.33% | 0.36% | 128 | -1,300 | -4.54% | Q1 2026 | Apr 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 26,407 | 705 | 0.48% | 0.56% | 129 | -1,372 | -4.94% | Q1 2026 | Apr 15, 2026 |
| DARA CAPITAL US, INC. | History | No change | 26,335 | 703 | 0.67% | 0.64% | 130 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 26,327 | 700 | 0.09% | 0.1% | 131 | -1,197 | -4.35% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Reduced | 25,780 | 688 | 0.01% | 0.01% | 132 | -2,258 | -8.05% | Q1 2026 | Apr 16, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 25,446 | 679 | 0.16% | 0.38% | 133 | -36,650 | -59.02% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,416 | 679 | 0.0% | 0.0% | 134 | +8,285 | 48.36% | Q1 2026 | May 05, 2026 |
| Exchange Bank | History | Reduced | 24,979 | 667 | 0.46% | 0.51% | 135 | -1,875 | -6.98% | Q1 2026 | Apr 08, 2026 |
| Western Financial Corp/CA | History | Reduced | 24,575 | 656 | 0.26% | 0.28% | 136 | -875 | -3.44% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 24,280 | 648 | 0.04% | 0.03% | 137 | +5,367 | 28.38% | Q1 2026 | Apr 30, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 24,261 | 648 | 0.35% | 0.29% | 138 | +4,844 | 24.95% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 23,899 | 638 | 0.02% | 0.02% | 139 | -2,716 | -10.2% | Q1 2026 | Apr 08, 2026 |
| PUREfi Wealth, LLC | History | Added to | 23,865 | 637 | 0.42% | 0.2% | 140 | +14,431 | 152.97% | Q1 2026 | Apr 28, 2026 |
| Allie Family Office LLC | History | No change | 22,852 | 610 | 0.27% | 0.29% | 141 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 22,790 | 608 | 0.22% | 0.21% | 142 | +1,035 | 4.76% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 22,245 | 594 | 0.0% | 0.0% | 143 | +14,671 | 193.7% | Q1 2026 | May 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 21,227 | 567 | 0.17% | 0.23% | 144 | -5,193 | -19.66% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 21,205 | 566 | 0.02% | — | 145 | +21,205 | New | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 20,620 | 550 | 0.18% | 0.28% | 146 | +127 | 0.62% | Q1 2026 | Apr 20, 2026 |
| Investment Management Trust, LLC | History | New | 20,281 | 541 | 0.53% | — | 147 | +20,281 | New | Q1 2026 | Apr 24, 2026 |
| WESBANCO BANK INC | History | No change | 20,000 | 534 | 0.01% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 18,410 | 491 | 0.11% | 0.11% | 149 | +334 | 1.85% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | No change | 17,757 | 474 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kaizen Financial Strategies | History | Added to | 17,246 | 468 | 0.2% | 0.19% | 151 | +1,064 | 6.58% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | Reduced | 16,767 | 455 | 0.04% | 0.15% | 152 | -47,575 | -73.94% | Q1 2026 | May 01, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 17,026 | 454 | 0.2% | 0.2% | 153 | +155 | 0.92% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,938 | 452 | 0.02% | 0.01% | 154 | +6,780 | 66.75% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | Reduced | 16,883 | 451 | 0.01% | 0.01% | 155 | -3,050 | -15.3% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 16,844 | 450 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 16,450 | 439 | 0.49% | 0.35% | 157 | +4,633 | 39.21% | Q1 2026 | May 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 16,290 | 435 | 0.04% | 0.03% | 158 | +2,750 | 20.31% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,068 | 429 | 0.01% | 0.01% | 159 | +4 | 0.02% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,875 | 424 | 0.0% | 0.0% | 160 | -505,649 | -96.96% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 15,757 | 421 | 0.01% | 0.01% | 161 | +4,168 | 35.97% | Q1 2026 | Apr 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,554 | 415 | 0.05% | 0.07% | 162 | -6,401 | -29.16% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 15,492 | 413 | 0.07% | 0.03% | 163 | +7,510 | 94.09% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,350 | 410 | 0.05% | — | 164 | +15,350 | New | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 15,316 | 409 | 0.01% | 0.01% | 165 | +6,980 | 83.73% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,071 | 402 | 0.01% | 0.0% | 166 | +2,851 | 23.33% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 14,971 | 400 | 0.01% | 0.01% | 167 | -1,662 | -9.99% | Q1 2026 | Apr 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 14,862 | 397 | 0.0% | 0.0% | 168 | +119 | 0.81% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,563 | 389 | 0.0% | 0.0% | 169 | +164 | 1.14% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 14,164 | 378 | 0.01% | 0.01% | 170 | -28 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 13,975 | 373 | 0.24% | 0.23% | 171 | +700 | 5.27% | Q1 2026 | May 06, 2026 |
| Herold Advisors, Inc. | History | Added to | 13,768 | 367 | 0.08% | 0.08% | 172 | +1,324 | 10.64% | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Reduced | 13,638 | 364 | 0.06% | 0.09% | 173 | -5,988 | -30.51% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,601 | 359 | 0.0% | 0.0% | 174 | +10,417 | 327.17% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 13,265 | 354 | 0.08% | 0.11% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 12,705 | 339 | 0.01% | — | 176 | +12,705 | New | Q1 2026 | May 18, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 12,630 | 337 | 0.01% | 0.04% | 177 | -30,569 | -70.76% | Q1 2026 | May 14, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 12,634 | 337 | 0.33% | 0.4% | 179 | -1,722 | -11.99% | Q1 2026 | Apr 03, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 12,643 | 337 | 0.24% | 0.24% | 178 | +311 | 2.52% | Q1 2026 | May 13, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 12,579 | 332 | 0.37% | 0.41% | 180 | -2,785 | -18.13% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Added to | 12,325 | 329 | 0.08% | 0.08% | 181 | +566 | 4.81% | Q1 2026 | Apr 21, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 11,766 | 314 | 0.02% | 0.02% | 182 | +500 | 4.44% | Q1 2026 | May 20, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 11,668 | 311 | 0.31% | 0.28% | 183 | +1,423 | 13.89% | Q1 2026 | May 07, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 11,460 | 306 | 0.28% | 0.29% | 184 | -190 | -1.63% | Q1 2026 | Apr 08, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 11,373 | 303 | 0.08% | 0.09% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,129 | 297 | 0.01% | 0.01% | 186 | -716 | -6.04% | Q1 2026 | Apr 07, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 11,064 | 295 | 0.06% | 0.06% | 187 | +889 | 8.74% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | New | 11,000 | 293 | 0.01% | — | 188 | +11,000 | New | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,910 | 291 | 0.0% | 0.0% | 189 | +187 | 1.74% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Reduced | 10,628 | 283 | 0.01% | 0.02% | 190 | -1,481 | -12.23% | Q1 2026 | May 05, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 10,472 | 279 | 0.18% | 0.22% | 191 | -1,481 | -12.39% | Q1 2026 | Apr 10, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 10,361 | 276 | 0.23% | 0.17% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 9,914 | 264 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 9,719 | 259 | 0.01% | 0.01% | 194 | -178 | -1.8% | Q1 2026 | May 05, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 9,685 | 258 | 0.08% | 0.08% | 197 | +468 | 5.08% | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 9,780 | 258 | 0.02% | 0.01% | 195 | +178 | 1.85% | Q1 2026 | Apr 24, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 9,685 | 258 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Live Oak Investment Partners | History | New | 9,471 | 253 | 0.15% | — | 199 | +9,471 | New | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 9,486 | 253 | 0.01% | 0.01% | 198 | -630 | -6.23% | Q1 2026 | May 04, 2026 |
| COFG Advisors, LLC | History | Added to | 9,446 | 252 | 0.06% | 0.06% | 200 | +91 | 0.97% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,220 | 246 | 0.0% | 0.01% | 201 | -277,524 | -96.78% | Q1 2026 | May 01, 2026 |
| Navis Wealth Advisors, LLC | History | New | 9,223 | 246 | 0.13% | — | 202 | +9,223 | New | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 9,069 | 242 | 0.01% | 0.02% | 204 | -823 | -8.32% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,083 | 242 | 0.0% | 0.0% | 203 | +712 | 8.51% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | New | 8,965 | 239 | 0.0% | — | 206 | +8,965 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 8,979 | 239 | 0.01% | 0.01% | 205 | -5 | -0.06% | Q1 2026 | Apr 22, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 8,822 | 236 | 0.01% | 0.0% | 207 | +4,220 | 91.7% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,718 | 232 | 0.0% | 0.0% | 208 | +2 | 0.02% | Q1 2026 | Apr 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,300 | 221 | 0.02% | 0.03% | 209 | -500 | -5.68% | Q1 2026 | Apr 28, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 219 | 0.18% | 0.17% | 210 | +1 | New | Q1 2026 | May 14, 2026 |
| Alteri Wealth LLC | History | Added to | 8,144 | 217 | 0.07% | 0.07% | 211 | +27 | 0.33% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 8,047 | 215 | 0.0% | 0.0% | 212 | +3,313 | 69.98% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,979 | 213 | 0.0% | 0.01% | 216 | -10,881 | -57.69% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 8,000 | 213 | 0.0% | 0.0% | 215 | -4,000 | -33.33% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,988 | 213 | 0.0% | 0.0% | 213 | +516 | 6.91% | Q1 2026 | Apr 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,000 | 213 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | Added to | 7,852 | 209 | 0.06% | 0.06% | 217 | +125 | 1.62% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,754 | 207 | 0.0% | 0.0% | 218 | +32 | 0.41% | Q1 2026 | Apr 22, 2026 |
| Storen Legacy Partners, LLC | History | New | 7,706 | 205 | 0.06% | — | 219 | +7,706 | New | Q1 2026 | Apr 22, 2026 |
| Saxony Capital Management, LLC | History | Added to | 7,605 | 203 | 0.12% | 0.13% | 220 | +8 | 0.11% | Q1 2026 | Apr 24, 2026 |
| Bank of New Hampshire | History | Reduced | 7,081 | 189 | 0.04% | 0.05% | 221 | -701 | -9.01% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,477 | 173 | 0.01% | 0.01% | 222 | +375 | 6.15% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,431 | 171 | 0.0% | 0.0% | 223 | +6 | 0.09% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 6,341 | 169 | 0.03% | 0.03% | 224 | -269 | -4.07% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | No change | 5,500 | 146 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | No change | 4,738 | 126 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,592 | 122 | 0.0% | 0.0% | 227 | -53 | -1.14% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,599 | 122 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 3,951 | 105 | 0.3% | 0.3% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,636 | 97 | 0.0% | 0.0% | 230 | +738 | 25.47% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 3,623 | 96 | 0.06% | 0.06% | 231 | -101 | -2.71% | Q1 2026 | May 14, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 3,448 | 92 | 0.06% | — | 232 | +3,448 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,321 | 88 | 0.0% | 0.0% | 233 | -32 | -0.95% | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | Added to | 3,275 | 87 | 0.01% | 0.01% | 234 | +3,248 | 12029.63% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,151 | 84 | 0.01% | 0.01% | 235 | +5 | 0.16% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,950 | 78 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KM Capital Management Ltd. | History | New | 2,533 | 68 | 0.05% | — | 238 | +2,533 | New | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 2,573 | 68 | 0.01% | 0.01% | 237 | +1,041 | 67.95% | Q1 2026 | Apr 08, 2026 |
| Y.D. More Investments Ltd | History | New | 2,000 | 53 | 0.0% | — | 239 | +2,000 | New | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,858 | 49 | 0.0% | 0.0% | 240 | +132 | 7.65% | Q1 2026 | Apr 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1,610 | 43 | 0.03% | 0.05% | 242 | -505 | -23.88% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,631 | 43 | 0.0% | 0.0% | 241 | +202 | 14.14% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 1,417 | 37 | 0.02% | 0.02% | 243 | +13 | 0.93% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 1,292 | 35 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,237 | 33 | 0.0% | 0.0% | 245 | -71 | -5.43% | Q1 2026 | May 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 1,220 | 32 | 0.01% | 0.01% | 246 | +13 | 1.08% | Q1 2026 | May 01, 2026 |
| RMG Wealth Management LLC | History | New | 1,157 | 31 | 0.0% | — | 247 | +1,157 | New | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,150 | 30 | 0.0% | 0.0% | 248 | -33 | -2.79% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,105 | 29 | 0.0% | 0.0% | 249 | +893 | 421.23% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,013 | 27 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wellington Grp LLC | History | New | 979 | 26 | 0.01% | — | 251 | +979 | New | Q1 2026 | May 22, 2026 |
| MAI Capital Management | History | Reduced | 839 | 22 | 0.0% | 0.0% | 252 | -1,694 | -66.88% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 850 | 22 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 788 | 21 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 753 | 20 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bravera Wealth | History | No change | 734 | 19 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 680 | 18 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 650 | 17 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vision Retirement, LLC | History | No change | 587 | 15 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 539 | 14 | 0.0% | — | 261 | +539 | New | Q1 2026 | May 19, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 544 | 14 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 506 | 13 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | No change | 484 | 12 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | No change | 453 | 12 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Destiny Wealth Partners, LLC | History | New | 431 | 11 | 0.0% | — | 266 | +431 | New | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 441 | 11 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bell Investment Advisors, Inc | History | New | 410 | 10 | 0.0% | — | 267 | +410 | New | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 300 | 8 | 0.0% | 0.0% | 268 | +68 | 29.31% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 295 | 7 | 0.0% | — | 272 | +295 | New | Q1 2026 | Apr 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 277 | 7 | 0.0% | 0.0% | 269 | -67 | -19.48% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 276 | 7 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 278 | 7 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 226 | 6 | 0.0% | 0.0% | 273 | -63 | -21.8% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 132 | 3 | 0.0% | 0.0% | 275 | -3,016 | -95.81% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 134 | 3 | 0.0% | 0.0% | 274 | -23 | -14.65% | Q1 2026 | Apr 13, 2026 |
| Archer Investment Corp | History | No change | 142 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 78 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 63 | 1 | 0.0% | 0.04% | 281 | -57,447 | -99.89% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50 | 1 | 0.0% | 0.0% | 279 | -1,626 | -97.02% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 53 | 1 | 0.0% | 0.0% | 284 | -2 | -3.64% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 57 | 1 | 0.0% | 0.0% | 278 | +1 | 1.79% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 42 | 1 | 0.0% | 0.0% | 280 | +1 | 2.44% | Q1 2026 | Apr 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NFSG Corp | History | No change | 69 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Varma Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.33% | — | -2,000,000 | -100.0% | Q1 2026 | May 05, 2026 |
| TOEWS CORP /ADV | History | Closed out | 0 | 0 | — | 2.25% | — | -566,900 | -100.0% | Q1 2026 | May 04, 2026 |
| Independence Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 3.57% | — | -476,028 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.09% | — | -283,665 | -100.0% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -151,183 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.34% | — | -126,914 | -100.0% | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -89,639 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,291 | -100.0% | Q1 2026 | May 13, 2026 |
| AXS Investments LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -57,250 | -100.0% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,031 | -100.0% | Q1 2026 | May 15, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -39,827 | -100.0% | Q1 2026 | May 01, 2026 |
| Cumberland Partners Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -38,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -20,548 | -100.0% | Q1 2026 | May 14, 2026 |
| Eddie Patel Inc | History | Closed out | 0 | 0 | — | 0.4% | — | -19,490 | -100.0% | Q1 2026 | May 11, 2026 |
| Retirement Management Systems Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -18,182 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,323 | -100.0% | Q1 2026 | Apr 08, 2026 |