iSHARES TRUST - FLOT
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 | Reduced | 8,730,058 | 444,796 | 0.03% | 0.03% | 1 | -120,163 | -1.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,398,192 | 325,987 | 0.02% | 0.02% | 2 | +261,878 | 4.27% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,279,576 | 319,981 | 0.07% | 0.02% | 3 | +4,215,550 | 204.24% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,476,052 | 279,004 | 0.04% | 0.04% | 4 | +22,191 | 0.41% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 4,492,481 | 228,891 | 0.06% | 0.06% | 5 | +325,684 | 7.82% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,476,130 | 177,108 | 0.03% | 0.03% | 6 | +221,903 | 6.82% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | Added to | 3,130,128 | 159,480 | 2.5% | 2.29% | 7 | +216,519 | 7.43% | Q1 2026 | May 08, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 3,045,792 | 155,183 | 1.31% | 1.37% | 8 | -87,684 | -2.8% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,013,672 | 153,546 | 0.04% | 0.04% | 9 | -32,685 | -1.07% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 2,627,044 | 133,847 | 0.0% | 0.0% | 10 | -4,673 | -0.18% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,511,233 | 127,947 | 0.02% | 0.02% | 11 | +206,680 | 8.97% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,029,454 | 103,400 | 0.06% | 0.05% | 12 | +230,814 | 12.83% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 1,965,478 | 100,141 | 0.2% | 0.2% | 13 | +46,823 | 2.44% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,762,875 | 89,817 | 0.02% | 0.02% | 14 | -247,986 | -12.33% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,602,722 | 81,658 | 0.03% | 0.02% | 15 | +311,698 | 24.14% | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,524,738 | 77,685 | 4.23% | 2.86% | 16 | +434,772 | 39.89% | Q1 2026 | May 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,482,008 | 75,507 | 0.41% | 0.39% | 17 | +28,489 | 1.96% | Q1 2026 | Apr 15, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Reduced | 1,407,923 | 71,733 | 7.89% | 7.8% | 18 | -10,164 | -0.72% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,395,778 | 70,947 | 0.0% | 0.0% | 19 | +103,989 | 8.05% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,286,338 | 65,538 | 0.98% | 1.28% | 20 | -440,430 | -25.51% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,109,611 | 56,534 | 0.29% | 0.31% | 21 | +4,126 | 0.37% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 1,086,284 | 55,346 | 0.06% | 0.06% | 22 | +13,784 | 1.29% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,001,873 | 51,045 | 0.07% | 0.07% | 23 | -13,239 | -1.3% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 999,101 | 50,904 | 0.01% | 0.02% | 24 | -256,284 | -20.41% | Q1 2026 | May 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 937,692 | 47,775 | 0.04% | — | 25 | +937,692 | New | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | No change | 780,000 | 39,741 | 0.64% | 0.73% | 26 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 772,289 | 39,348 | 2.29% | 2.31% | 27 | +4,345 | 0.57% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 766,742 | 39,065 | 0.06% | 0.06% | 28 | -2,054 | -0.27% | Q1 2026 | May 15, 2026 |
| Demars Financial Group, LLC | History | Reduced | 707,394 | 36,041 | 11.87% | 12.2% | 29 | -9,071 | -1.27% | Q1 2026 | Apr 29, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 682,255 | 34,760 | 9.5% | 6.44% | 30 | +192,792 | 39.39% | Q1 2026 | Apr 29, 2026 |
| Destination Wealth Management | History | Added to | 678,038 | 34,546 | 0.9% | 0.86% | 31 | +32,181 | 4.98% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 651,459 | 33,191 | 5.3% | 5.08% | 32 | -3,874 | -0.59% | Q1 2026 | May 04, 2026 |
| Walker Financial Services, Inc. | History | Added to | 650,280 | 33,131 | 11.33% | 10.1% | 33 | +102,454 | 18.7% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 608,070 | 30,981 | 0.08% | 0.08% | 34 | +38,481 | 6.76% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 606,061 | 30,878 | 0.03% | 0.03% | 35 | +7,506 | 1.25% | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | New | 601,090 | 30,601 | 3.53% | — | 36 | +601,090 | New | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 538,962 | 27,460 | 3.25% | 3.4% | 37 | -17,514 | -3.15% | Q1 2026 | Apr 15, 2026 |
| Towercrest Capital Management | History | Reduced | 537,209 | 27,370 | 4.26% | 4.51% | 38 | -25,689 | -4.56% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 531,607 | 27,085 | 0.04% | 0.03% | 39 | +109,711 | 26.0% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 494,374 | 25,188 | 0.03% | 0.03% | 40 | +12,647 | 2.63% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 470,037 | 23,948 | 0.03% | 0.03% | 41 | -1,126 | -0.24% | Q1 2026 | May 05, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 466,134 | 23,749 | 2.96% | 2.5% | 42 | +60,487 | 14.91% | Q1 2026 | May 04, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 432,756 | 22,087 | 2.02% | 2.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 407,590 | 20,773 | 0.13% | 0.13% | 44 | -10,679 | -2.55% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 406,844 | 20,728 | 1.21% | 1.25% | 45 | +7,015 | 1.75% | Q1 2026 | Apr 23, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 393,718 | 20,059 | 1.65% | 1.7% | 46 | -8,667 | -2.15% | Q1 2026 | May 06, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 387,259 | 19,730 | 4.0% | 5.74% | 47 | -230,354 | -37.3% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 368,417 | 18,770 | 0.22% | 0.23% | 48 | -20,521 | -5.28% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 346,718 | 17,665 | 0.0% | 0.0% | 49 | -20,385 | -5.55% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 343,322 | 17,492 | 0.93% | 1.25% | 50 | -8,120 | -2.31% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 339,335 | 17,289 | 0.05% | 0.05% | 51 | -99,550 | -22.68% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 334,728 | 17,054 | 0.03% | 0.03% | 52 | +32,484 | 10.75% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 325,990 | 16,608 | 0.02% | 0.02% | 53 | +9,920 | 3.14% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 317,813 | 16,192 | 0.3% | 0.29% | 54 | +16,690 | 5.54% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 311,245 | 15,857 | 0.45% | 0.57% | 55 | -51,163 | -14.12% | Q1 2026 | Apr 09, 2026 |
| Sigma Planning Corp | History | Added to | 308,804 | 15,733 | 0.44% | 0.42% | 56 | +8,626 | 2.87% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 305,052 | 15,542 | 0.03% | 0.01% | 57 | +153,045 | 100.68% | Q1 2026 | May 14, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 297,261 | 15,145 | 2.45% | 5.6% | 58 | -367,795 | -55.3% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 295,638 | 15,062 | 0.12% | 0.11% | 59 | -13,205 | -4.28% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 295,247 | 15,042 | 0.08% | 0.03% | 60 | +203,079 | 220.34% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 285,970 | 14,570 | 0.94% | 3.29% | 61 | -738,018 | -72.07% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 283,983 | 14,468 | 0.11% | 0.11% | 62 | +13,692 | 5.07% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Advisors | History | Added to | 283,667 | 14,452 | 1.12% | 1.02% | 63 | +17,776 | 6.69% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 276,749 | 14,100 | 0.01% | 0.01% | 64 | -31,891 | -10.33% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 275,075 | 14,015 | 0.05% | 0.06% | 65 | -4,853 | -1.73% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Management Group | History | Reduced | 266,777 | 13,592 | 2.97% | 3.08% | 66 | -9,456 | -3.42% | Q1 2026 | Apr 29, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 264,967 | 13,500 | 0.38% | 0.39% | 67 | -10,487 | -3.81% | Q1 2026 | May 14, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 262,648 | 13,381 | 3.78% | 3.75% | 68 | +1,332 | 0.51% | Q1 2026 | May 01, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 257,928 | 13,128 | 5.76% | 5.94% | 69 | +5,587 | 2.21% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 244,883 | 12,454 | 0.6% | 0.59% | 70 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 243,564 | 12,409 | 0.57% | 0.64% | 71 | +14,447 | 6.31% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 241,231 | 12,290 | 0.01% | 0.0% | 72 | +54,069 | 28.89% | Q1 2026 | May 12, 2026 |
| Alpha Zero LLC | History | Added to | 226,132 | 11,521 | 5.83% | 5.16% | 73 | +40,570 | 21.86% | Q1 2026 | May 07, 2026 |
| Summit Portfolio Management, LTD. | History | New | 222,056 | 11,313 | 7.28% | — | 74 | +222,056 | New | Q1 2026 | Apr 30, 2026 |
| WNY Asset Management, LLC | History | New | 220,958 | 11,257 | 1.16% | — | 75 | +220,958 | New | Q1 2026 | May 22, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 212,275 | 10,815 | 5.79% | 5.32% | 76 | +18,206 | 9.38% | Q1 2026 | Apr 20, 2026 |
| Investment Planning Advisors, Inc. | History | New | 211,765 | 10,789 | 2.97% | — | 77 | +211,765 | New | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 211,733 | 10,787 | 0.02% | 0.02% | 78 | -1,182 | -0.56% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 209,067 | 10,651 | 0.18% | 0.1% | 79 | +88,449 | 73.33% | Q1 2026 | May 05, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 231,953 | 10,485 | 2.26% | 2.38% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 205,745 | 10,482 | 0.27% | — | 81 | +205,745 | New | Q1 2026 | May 15, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 196,584 | 9,981 | 5.08% | 4.74% | 82 | +14,015 | 7.68% | Q1 2026 | May 15, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 196,477 | 9,966 | 6.78% | — | 83 | +196,477 | New | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 194,171 | 9,893 | 0.04% | 0.04% | 84 | -11,170 | -5.44% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 192,447 | 9,805 | 1.1% | 1.11% | 85 | -7,231 | -3.62% | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 191,855 | 9,757 | 0.06% | 0.08% | 86 | -25,926 | -11.9% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 191,485 | 9,756 | 0.41% | 0.37% | 87 | +9,300 | 5.1% | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 187,573 | 9,556 | 0.24% | 0.23% | 88 | +2,041 | 1.1% | Q1 2026 | Apr 29, 2026 |
| Cadence Bank | History | No change | 186,973 | 9,509 | 0.56% | 0.56% | 89 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Shira Ridge Wealth Management | History | Added to | 184,449 | 9,397 | 3.72% | 2.83% | 90 | +45,716 | 32.95% | Q1 2026 | Apr 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 183,986 | 9,374 | 2.48% | 2.89% | 91 | -36,920 | -16.71% | Q1 2026 | Apr 22, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 182,348 | 9,290 | 1.1% | 1.08% | 92 | +25,241 | 16.07% | Q1 2026 | Apr 30, 2026 |
| Perennial Advisors, LLC | History | Added to | 178,909 | 9,115 | 1.55% | 1.46% | 93 | +7,718 | 4.51% | Q1 2026 | Apr 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 173,959 | 8,863 | 0.69% | 0.64% | 94 | +6,590 | 3.94% | Q1 2026 | Apr 29, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 173,356 | 8,832 | 1.14% | 0.92% | 95 | +9,474 | 5.78% | Q1 2026 | Apr 22, 2026 |
| Windsor Capital Management, LLC | History | Added to | 173,132 | 8,821 | 2.49% | 2.37% | 96 | +4,404 | 2.61% | Q1 2026 | Apr 10, 2026 |
| Single Point Partners, LLC | History | Added to | 171,794 | 8,752 | 1.74% | 1.69% | 97 | +3,869 | 2.3% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 165,761 | 8,445 | 0.2% | 0.22% | 98 | -13,307 | -7.43% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 164,279 | 8,370 | 0.09% | 0.02% | 99 | +127,636 | 348.32% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 163,050 | 8,307 | 0.13% | — | 100 | +163,050 | New | Q1 2026 | May 15, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 162,791 | 8,294 | 3.44% | 3.15% | 101 | +10,457 | 6.86% | Q1 2026 | May 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 161,991 | 8,253 | 0.51% | 0.6% | 102 | +24,662 | 17.96% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 160,359 | 8,170 | 0.01% | 0.01% | 103 | -2,594 | -1.59% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | Added to | 159,743 | 8,138 | 2.38% | 2.26% | 104 | +5,394 | 3.49% | Q1 2026 | Apr 14, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 155,960 | 7,946 | 1.57% | 1.6% | 105 | +818 | 0.53% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | New | 154,700 | 7,881 | 0.01% | — | 106 | +154,700 | New | Q1 2026 | May 11, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 152,334 | 7,761 | 4.48% | 4.15% | 107 | +12,742 | 9.13% | Q1 2026 | Apr 17, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 150,678 | 7,677 | 0.01% | 0.0% | 108 | +45,123 | 42.75% | Q1 2026 | May 13, 2026 |
| WorthPointe, LLC | History | Added to | 149,722 | 7,628 | 2.07% | 1.39% | 109 | +45,767 | 44.03% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 148,373 | 7,559 | 0.23% | 0.21% | 110 | +9,640 | 6.95% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 147,196 | 7,499 | 0.42% | 0.41% | 111 | +3,740 | 2.61% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 143,945 | 7,334 | 0.08% | 0.08% | 112 | +2,527 | 1.79% | Q1 2026 | Apr 28, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 143,506 | 7,311 | 1.65% | 2.14% | 113 | -42,970 | -23.04% | Q1 2026 | Apr 20, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 142,857 | 7,252 | 4.62% | 6.62% | 114 | -106,464 | -42.7% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 141,615 | 7,215 | 0.01% | 0.01% | 115 | +2,793 | 2.01% | Q1 2026 | May 14, 2026 |
| Sierra Capital LLC | History | Reduced | 141,331 | 7,201 | 0.78% | 0.86% | 116 | -18,808 | -11.74% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 140,976 | 7,182 | 6.94% | 7.11% | 117 | -995 | -0.7% | Q1 2026 | May 01, 2026 |
| Probity Advisors, Inc. | History | Added to | 140,880 | 7,177 | 1.14% | 1.11% | 118 | +4,265 | 3.12% | Q1 2026 | Apr 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 138,500 | 7,056 | 0.18% | 0.11% | 120 | +52,023 | 60.16% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 138,506 | 7,056 | 0.01% | 0.01% | 119 | -33,020 | -19.25% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 137,351 | 6,998 | 0.09% | 0.1% | 121 | -3,511 | -2.49% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Added to | 135,037 | 6,880 | 0.94% | 0.84% | 122 | +11,691 | 9.48% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 134,442 | 6,849 | 0.13% | 0.12% | 123 | +16,121 | 13.62% | Q1 2026 | Apr 14, 2026 |
| FCA CORP /TX | History | Added to | 132,790 | 6,765 | 1.91% | 1.83% | 124 | +5,005 | 3.92% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 130,232 | 6,636 | 1.88% | 1.72% | 125 | +13,709 | 11.77% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 129,584 | 6,602 | 0.06% | 0.09% | 126 | -55,232 | -29.88% | Q1 2026 | May 08, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 129,055 | 6,575 | 2.64% | 2.72% | 127 | -15,964 | -11.01% | Q1 2026 | Apr 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 125,951 | 6,417 | 0.94% | 0.67% | 128 | +54,615 | 76.56% | Q1 2026 | Apr 27, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 125,853 | 6,412 | 1.1% | 1.08% | 129 | +1,573 | 1.27% | Q1 2026 | May 06, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 125,240 | 6,380 | 1.67% | 1.44% | 130 | +3,075 | 2.52% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 125,201 | 6,379 | 0.08% | 0.08% | 131 | -1,986 | -1.56% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 123,414 | 6,264 | 1.36% | 1.31% | 132 | +4,236 | 3.55% | Q1 2026 | Apr 08, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 122,500 | 6,241 | 0.36% | 0.33% | 133 | -14,900 | -10.84% | Q1 2026 | Apr 16, 2026 |
| JT Stratford LLC | History | Added to | 120,436 | 6,136 | 0.78% | 0.73% | 134 | +8,837 | 7.92% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 119,117 | 6,069 | 0.14% | 0.13% | 135 | +3,606 | 3.12% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 118,606 | 6,050 | 0.47% | 0.55% | 136 | -6,839 | -5.45% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 118,181 | 6,021 | 0.08% | 0.06% | 137 | +33,349 | 39.31% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 117,757 | 5,999 | 0.0% | 0.0% | 138 | +14,570 | 14.12% | Q1 2026 | May 13, 2026 |
| Impact Capital Partners LLC | History | Added to | 116,117 | 5,916 | 1.79% | 1.72% | 139 | +1,857 | 1.63% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 115,046 | 5,861 | 0.0% | 0.0% | 140 | +78,250 | 212.66% | Q1 2026 | May 04, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 113,493 | 5,782 | 0.26% | 0.22% | 141 | +12,329 | 12.19% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 110,514 | 5,609 | 0.0% | 0.0% | 142 | +28,124 | 34.14% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 109,749 | 5,591 | 0.06% | 0.05% | 143 | +72,990 | 198.56% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | New | 108,129 | 5,505 | 0.91% | — | 144 | +108,129 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 106,179 | 5,409 | 0.01% | 0.05% | 145 | -225,224 | -67.96% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 106,012 | 5,401 | 0.0% | 0.0% | 146 | +99,790 | 1603.83% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 103,099 | 5,252 | 0.3% | 0.3% | 147 | +5,042 | 5.14% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 102,532 | 5,223 | 0.03% | 0.03% | 148 | +10,561 | 11.48% | Q1 2026 | May 05, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 101,545 | 5,164 | 7.84% | 7.84% | 149 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Haverford Trust Co | History | Reduced | 100,888 | 5,140 | 0.05% | 0.05% | 150 | -20,253 | -16.72% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 99,090 | 5,048 | 0.62% | 0.78% | 151 | -28,120 | -22.11% | Q1 2026 | May 05, 2026 |
| Weaver Consulting Group | History | Reduced | 98,697 | 5,028 | 1.2% | 1.3% | 152 | -5,719 | -5.48% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 97,101 | 4,947 | 0.03% | 0.03% | 153 | -4,930 | -4.83% | Q1 2026 | May 13, 2026 |
| Baring Financial LLC | History | Added to | 94,933 | 4,836 | 2.96% | 2.81% | 154 | +4,233 | 4.67% | Q1 2026 | Apr 06, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 94,869 | 4,833 | 1.36% | 1.32% | 155 | +726 | 0.77% | Q1 2026 | May 11, 2026 |
| One Wealth Map LLC | History | New | 92,513 | 4,705 | 2.21% | — | 156 | +92,513 | New | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 90,813 | 4,626 | 0.0% | 0.0% | 157 | +34,733 | 61.93% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | Added to | 90,422 | 4,607 | 0.67% | 0.59% | 158 | +10,000 | 12.43% | Q1 2026 | May 13, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 89,049 | 4,537 | 2.71% | 3.28% | 159 | -3,323 | -3.6% | Q1 2026 | May 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 88,579 | 4,513 | 0.05% | 0.06% | 160 | -18,322 | -17.14% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 88,546 | 4,511 | 0.01% | 0.01% | 161 | -3,144 | -3.43% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Added to | 86,632 | 4,413 | 0.77% | 0.34% | 162 | +49,400 | 132.68% | Q1 2026 | May 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 86,013 | 4,382 | 2.93% | 1.61% | 163 | +22,046 | 34.46% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 84,915 | 4,326 | 0.23% | 0.23% | 164 | -2,625 | -3.0% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 84,219 | 4,290 | 0.0% | 0.03% | 165 | -708,753 | -89.38% | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | New | 83,592 | 4,259 | 0.03% | — | 166 | +83,592 | New | Q1 2026 | May 13, 2026 |
| Powers Advisory Group, LLC | History | Added to | 83,364 | 4,247 | 1.5% | 1.31% | 167 | +15,194 | 22.29% | Q1 2026 | Apr 21, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 83,051 | 4,231 | 0.31% | 0.27% | 168 | +10,441 | 14.38% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 82,335 | 4,194 | 0.02% | 0.02% | 169 | -5,151 | -5.89% | Q1 2026 | Apr 24, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 82,235 | 4,190 | 1.14% | 0.91% | 170 | +18,112 | 28.25% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 81,974 | 4,169 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 81,427 | 4,148 | 0.01% | 0.0% | 172 | +79,207 | 3567.88% | Q1 2026 | May 01, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 80,611 | 4,107 | 0.37% | 0.39% | 173 | -47,330 | -36.99% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 80,393 | 4,096 | 0.45% | 0.7% | 174 | -1,045 | -1.28% | Q1 2026 | May 07, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 80,365 | 4,094 | 0.46% | 0.46% | 175 | +791 | 0.99% | Q1 2026 | Apr 10, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 80,347 | 4,079 | 1.54% | 1.61% | 176 | -1,378 | -1.69% | Q1 2026 | Apr 29, 2026 |
| Virtus Family Office LLC | History | Reduced | 79,612 | 4,056 | 3.46% | 3.88% | 177 | -9,000 | -10.16% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 79,475 | 4,049 | 0.01% | 0.0% | 178 | +51,160 | 180.68% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Reduced | 78,796 | 4,014 | 0.92% | 1.07% | 179 | -5,368 | -6.38% | Q1 2026 | May 05, 2026 |
| Darden Wealth Group Inc | History | Reduced | 78,065 | 3,977 | 2.03% | 1.96% | 180 | -1,582 | -1.99% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 79,315 | 3,890 | 0.01% | — | 181 | +79,315 | New | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 71,718 | 3,654 | 0.05% | 0.05% | 182 | +4,463 | 6.64% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 71,713 | 3,653 | 0.06% | 0.06% | 183 | +2,937 | 4.27% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 71,295 | 3,632 | 0.06% | 0.07% | 184 | +5,829 | 8.9% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 71,283 | 3,615 | 0.03% | 0.04% | 185 | +3,726 | 5.52% | Q1 2026 | Apr 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 70,763 | 3,605 | 0.2% | 0.02% | 186 | +65,354 | 1208.25% | Q1 2026 | Apr 30, 2026 |
| Blue Capital, Inc. | History | Added to | 70,574 | 3,595 | 2.35% | 1.92% | 187 | +17,585 | 33.19% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 69,977 | 3,565 | 0.11% | 0.21% | 188 | -39,738 | -36.22% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 69,438 | 3,537 | 0.27% | 0.38% | 189 | +23,172 | 50.08% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 69,421 | 3,537 | 0.11% | 0.05% | 190 | +7,459 | 12.04% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,988 | 3,514 | 0.02% | 0.02% | 191 | +3,971 | 6.11% | Q1 2026 | May 05, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 68,791 | 3,504 | 0.57% | 0.53% | 192 | +3,885 | 5.99% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 68,110 | 3,470 | 0.18% | 0.19% | 193 | -1,490 | -2.14% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 66,523 | 3,389 | 0.07% | 0.06% | 194 | +5,693 | 9.36% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 65,731 | 3,349 | 0.12% | 0.12% | 195 | +548 | 0.84% | Q1 2026 | Apr 20, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 65,510 | 3,337 | 0.92% | 1.09% | 196 | -2,199 | -3.25% | Q1 2026 | Apr 09, 2026 |
| Brookstone Capital Management | History | Added to | 65,246 | 3,324 | 0.04% | 0.04% | 197 | +2,450 | 3.9% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Added to | 64,827 | 3,297 | 0.18% | 0.1% | 198 | +19,716 | 43.71% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 64,506 | 3,280 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ETF Store, Inc. | History | Added to | 64,265 | 3,274 | 3.19% | 2.92% | 200 | +7,880 | 13.98% | Q1 2026 | Apr 30, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 63,936 | 3,257 | 0.21% | 0.2% | 201 | +2,522 | 4.11% | Q1 2026 | Apr 16, 2026 |
| Sidoxia Capital Management, LLC | History | New | 63,208 | 3,220 | 2.78% | — | 202 | +63,208 | New | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 62,165 | 3,167 | 0.19% | 0.18% | 203 | +4,731 | 8.24% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 62,145 | 3,166 | 0.01% | 0.01% | 204 | -34,125 | -35.45% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 62,089 | 3,163 | 0.04% | 0.04% | 205 | -3,678 | -5.59% | Q1 2026 | Apr 20, 2026 |
| Asset One Wealth Management LLC | History | Added to | 61,649 | 3,136 | 0.35% | 0.31% | 206 | +17,019 | 38.13% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 60,950 | 3,105 | 0.01% | 0.01% | 207 | -2,844 | -4.46% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 60,803 | 3,097 | 0.05% | 0.05% | 208 | -3,084 | -4.83% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 59,810 | 3,047 | 0.3% | 0.25% | 209 | +11,133 | 22.87% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 59,256 | 3,005 | 0.21% | 0.13% | 210 | +22,919 | 63.07% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 58,539 | 2,982 | 0.15% | 0.13% | 211 | +6,155 | 11.75% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 58,367 | 2,973 | 0.0% | 0.0% | 212 | -2,954 | -4.82% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 58,167 | 2,964 | 0.01% | 0.01% | 213 | -25,697 | -30.64% | Q1 2026 | Apr 22, 2026 |
| WRAPMANAGER INC | History | Added to | 57,927 | 2,951 | 1.03% | 0.94% | 214 | +3,496 | 6.42% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 57,685 | 2,939 | 0.05% | 0.06% | 215 | +1,869 | 3.35% | Q1 2026 | May 18, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 57,365 | 2,922 | 0.18% | 0.18% | 216 | +439 | 0.77% | Q1 2026 | May 15, 2026 |
| Oxinas Partners, LLC | History | Added to | 57,198 | 2,914 | 1.33% | 0.92% | 217 | +19,727 | 52.65% | Q1 2026 | Apr 10, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 57,088 | 2,908 | 0.36% | 0.39% | 218 | -7,615 | -11.77% | Q1 2026 | May 04, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 57,060 | 2,907 | 2.72% | 2.55% | 219 | +1,905 | 3.45% | Q1 2026 | May 08, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 56,810 | 2,894 | 0.42% | 0.77% | 220 | -49,852 | -46.74% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 56,202 | 2,863 | 0.02% | 0.03% | 221 | +4,638 | 8.99% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | New | 55,871 | 2,846 | 0.57% | — | 222 | +55,871 | New | Q1 2026 | Apr 01, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 55,296 | 2,813 | 0.11% | 0.11% | 223 | +1,439 | 2.67% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 54,761 | 2,790 | 0.11% | 0.04% | 224 | +35,753 | 188.09% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 64,830 | 2,758 | 0.01% | 0.0% | 225 | +531 | 0.83% | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 53,399 | 2,720 | 0.23% | 0.24% | 226 | -3,204 | -5.66% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 52,891 | 2,694 | 0.05% | — | 227 | +52,891 | New | Q1 2026 | May 11, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 52,037 | 2,651 | 1.94% | 1.85% | 228 | +2,302 | 4.63% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 51,076 | 2,602 | 0.9% | 1.03% | 229 | -5,074 | -9.04% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 50,779 | 2,587 | 0.02% | 0.01% | 231 | +14,210 | 38.86% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 50,793 | 2,587 | 0.35% | 0.32% | 230 | +5,812 | 12.92% | Q1 2026 | Apr 14, 2026 |
| Advisors Preferred, LLC | History | New | 49,149 | 2,504 | 0.37% | — | 232 | +49,149 | New | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 48,980 | 2,484 | 0.4% | 0.37% | 233 | +7,054 | 16.82% | Q1 2026 | Apr 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 47,458 | 2,417 | 1.65% | 1.12% | 234 | +17,680 | 59.37% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 47,317 | 2,410 | 0.26% | 0.29% | 235 | -1,938 | -3.93% | Q1 2026 | May 11, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | New | 47,265 | 2,408 | 0.41% | — | 236 | +47,265 | New | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 44,410 | 2,258 | 0.08% | 0.08% | 237 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LCNB CORP | History | Added to | 44,129 | 2,248 | 0.76% | 0.52% | 238 | +13,800 | 45.5% | Q1 2026 | May 11, 2026 |
| TRB Wealth Management, LLC | History | New | 43,421 | 2,212 | 0.31% | — | 239 | +43,421 | New | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 42,741 | 2,177 | 0.65% | 0.68% | 240 | -721 | -1.66% | Q1 2026 | Apr 20, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 42,489 | 2,164 | 0.01% | 0.0% | 241 | +30,499 | 254.37% | Q1 2026 | May 05, 2026 |
| SlateStone Wealth, LLC | History | Added to | 42,195 | 2,150 | 0.18% | 0.17% | 242 | +2,755 | 6.99% | Q1 2026 | May 14, 2026 |
| TOEWS CORP /ADV | History | Reduced | 41,228 | 2,100 | 0.81% | 0.33% | 243 | -3,000 | -6.78% | Q1 2026 | May 04, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 41,137 | 2,095 | 1.76% | 1.97% | 244 | -3,925 | -8.71% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 40,168 | 2,046 | 0.29% | 0.24% | 245 | +7,992 | 24.84% | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 40,026 | 2,039 | 0.16% | 0.25% | 246 | -25,510 | -38.93% | Q1 2026 | May 15, 2026 |
| Nutshell Asset Management Ltd | History | No change | 40,026 | 2,039 | 1.11% | 0.73% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 39,548 | 2,014 | 1.24% | — | 248 | +39,548 | New | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 39,512 | 2,013 | 0.06% | 0.02% | 249 | +26,358 | 200.38% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 39,191 | 1,996 | 0.06% | 0.06% | 250 | +5,210 | 15.33% | Q1 2026 | Apr 08, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 38,841 | 1,978 | 0.44% | 0.43% | 251 | +310 | 0.8% | Q1 2026 | Apr 03, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 37,221 | 1,896 | 0.21% | 0.17% | 252 | +5,700 | 18.08% | Q1 2026 | Apr 28, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 36,588 | 1,864 | 0.75% | 0.77% | 253 | -2,185 | -5.64% | Q1 2026 | Apr 23, 2026 |
| Blue Fin Capital, Inc. | History | No change | 36,628 | 1,862 | 0.29% | 0.29% | 254 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 36,100 | 1,839 | 0.08% | 0.08% | 255 | -398 | -1.09% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,048 | 1,836 | 0.04% | 0.04% | 256 | -1,063 | -2.86% | Q1 2026 | May 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 35,925 | 1,830 | 0.12% | 0.14% | 257 | -2,941 | -7.57% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 35,504 | 1,808 | 0.11% | 0.12% | 258 | -1,165 | -3.18% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 35,470 | 1,807 | 0.05% | 0.04% | 259 | +8,030 | 29.26% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 35,301 | 1,794 | 0.06% | 0.04% | 260 | +17,068 | 93.61% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 35,020 | 1,784 | 0.43% | 0.41% | 261 | -445 | -1.25% | Q1 2026 | Apr 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 34,895 | 1,781 | 0.14% | 0.14% | 262 | +2,817 | 8.78% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | No change | 34,492 | 1,757 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 34,541 | 1,756 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bonfire Financial | History | Reduced | 34,334 | 1,749 | 1.32% | 1.52% | 265 | -5,606 | -14.04% | Q1 2026 | May 06, 2026 |
| Callahan Advisors, LLC | History | Reduced | 34,073 | 1,736 | 0.14% | 0.16% | 266 | -4,553 | -11.79% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 33,890 | 1,726 | 0.13% | 0.13% | 267 | +941 | 2.86% | Q1 2026 | Apr 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 33,731 | 1,718 | 0.21% | 0.19% | 268 | +4,385 | 14.94% | Q1 2026 | Apr 23, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 33,553 | 1,709 | 0.68% | 0.59% | 269 | +3,575 | 11.93% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 33,542 | 1,708 | 0.06% | 0.08% | 270 | -7,505 | -18.28% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 33,415 | 1,699 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 33,000 | 1,681 | 0.11% | 0.06% | 272 | +15,700 | 90.75% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 32,374 | 1,649 | 0.06% | 0.06% | 273 | +1,463 | 4.73% | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 32,180 | 1,639 | 0.15% | 0.26% | 274 | -12,696 | -28.29% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 32,101 | 1,635 | 0.07% | 0.09% | 275 | -4,544 | -12.4% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 32,073 | 1,634 | 0.04% | 0.03% | 276 | +4,056 | 14.48% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 31,912 | 1,626 | 0.01% | 0.02% | 277 | -12,991 | -28.93% | Q1 2026 | Apr 07, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 31,900 | 1,625 | 0.05% | 0.05% | 278 | -1,475 | -4.42% | Q1 2026 | Apr 30, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 31,358 | 1,597 | 0.11% | 0.12% | 279 | -2,368 | -7.02% | Q1 2026 | May 12, 2026 |
| Ceeto Capital Group, LLC | History | Added to | 30,500 | 1,554 | 0.48% | 0.3% | 280 | +10,000 | 48.78% | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 30,027 | 1,529 | 0.15% | 0.14% | 281 | +2,097 | 7.51% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 29,999 | 1,528 | 0.09% | 0.09% | 282 | -610 | -1.99% | Q1 2026 | Apr 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 29,756 | 1,516 | 0.07% | 0.07% | 283 | +49 | 0.16% | Q1 2026 | May 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 29,705 | 1,513 | 0.09% | 0.09% | 284 | -37 | -0.12% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 29,573 | 1,506 | 0.05% | 0.06% | 285 | -3,176 | -9.7% | Q1 2026 | May 06, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 29,096 | 1,482 | 0.14% | 0.15% | 286 | -3,000 | -9.35% | Q1 2026 | Apr 17, 2026 |
| Cunning Capital Partners, LP | History | No change | 29,000 | 1,478 | 0.75% | 0.68% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 28,958 | 1,475 | 0.21% | 0.2% | 288 | +2,203 | 8.23% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 28,838 | 1,469 | 0.02% | 0.02% | 289 | +182 | 0.64% | Q1 2026 | Apr 21, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 28,586 | 1,456 | 0.53% | 0.5% | 290 | +917 | 3.31% | Q1 2026 | May 04, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 28,116 | 1,432 | 0.5% | 0.55% | 291 | -2,637 | -8.57% | Q1 2026 | Apr 28, 2026 |
| Worth Asset Management, LLC | History | New | 28,094 | 1,431 | 0.53% | — | 293 | +28,094 | New | Q1 2026 | Apr 17, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 28,106 | 1,431 | 1.04% | 1.11% | 292 | -1,997 | -6.63% | Q1 2026 | May 05, 2026 |
| Loudon Investment Management, LLC | History | Added to | 27,937 | 1,423 | 0.77% | 0.72% | 294 | +825 | 3.04% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 27,812 | 1,417 | 0.27% | 0.38% | 296 | -12,438 | -30.9% | Q1 2026 | May 11, 2026 |
| Adams Wealth Management | History | Reduced | 27,812 | 1,417 | 0.31% | 0.38% | 295 | -6,997 | -20.1% | Q1 2026 | May 11, 2026 |
| Roundview Capital LLC | History | Reduced | 27,735 | 1,413 | 0.09% | 0.09% | 298 | -1,877 | -6.34% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 27,741 | 1,413 | 0.0% | 0.0% | 297 | -303 | -1.08% | Q1 2026 | May 08, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 27,710 | 1,411 | 0.13% | 0.18% | 299 | -6,852 | -19.83% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 27,590 | 1,405 | 0.06% | 0.06% | 300 | +587 | 2.17% | Q1 2026 | Apr 30, 2026 |