iSHARES TRUST - GARP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,178,040 | 139,329 | 0.04% | 0.02% | 1 | +862,074 | 65.51% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 798,228 | 51,062 | 0.0% | 0.0% | 2 | +532,207 | 200.06% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | New | 784,592 | 50,190 | 2.64% | — | 3 | +784,592 | New | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 756,958 | 48,422 | 0.01% | 0.01% | 4 | +319,316 | 72.96% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 612,564 | 39,185 | 0.04% | 0.04% | 5 | +123,760 | 25.32% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 546,192 | 34,939 | 0.0% | 0.0% | 6 | +186,930 | 52.03% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 536,662 | 34,330 | 0.09% | 0.1% | 7 | +7,046 | 1.33% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 502,133 | 32,121 | 0.01% | 0.01% | 8 | +161,375 | 47.36% | Q1 2026 | May 04, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 467,813 | 29,925 | 6.56% | 6.65% | 9 | +23,843 | 5.37% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 373,937 | 23,920 | 0.54% | 0.56% | 10 | +3,741 | 1.01% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 350,588 | 22,427 | 0.03% | 0.02% | 11 | +163,054 | 86.95% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 344,709 | 22,051 | 0.4% | 0.43% | 12 | +14,804 | 4.49% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 341,459 | 21,843 | 0.06% | 0.04% | 13 | +93,353 | 37.63% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 331,017 | 21,175 | 0.56% | 0.31% | 14 | +172,506 | 108.83% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 308,082 | 19,708 | 0.6% | 0.63% | 15 | +12,715 | 4.3% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 297,012 | 18,999 | 0.03% | 0.03% | 16 | +219 | 0.07% | Q1 2026 | Apr 27, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 251,100 | 16,062 | 2.9% | 4.1% | 17 | +27,983 | 12.54% | Q1 2026 | May 01, 2026 |
| Planned Solutions, Inc. | History | Added to | 240,831 | 15,405 | 5.04% | 5.14% | 18 | +5,573 | 2.37% | Q1 2026 | Apr 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 236,134 | 15,105 | 0.01% | 0.01% | 19 | +30,334 | 14.74% | Q1 2026 | May 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | New | 224,439 | 14,357 | 2.22% | — | 20 | +224,439 | New | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 220,429 | 14,100 | 0.01% | 0.01% | 21 | +52,231 | 31.05% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 199,842 | 13,609 | 0.09% | 0.02% | 22 | +160,390 | 406.54% | Q1 2026 | May 15, 2026 |
| Carr Financial Group Corp | History | New | 190,058 | 12,157 | 3.21% | — | 23 | +190,058 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 169,050 | 10,814 | 0.01% | 0.01% | 24 | +10,602 | 6.69% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 161,992 | 10,362 | 1.34% | 2.17% | 25 | -68,256 | -29.64% | Q1 2026 | Apr 15, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 158,950 | 10,168 | 1.32% | 1.33% | 26 | +6,583 | 4.32% | Q1 2026 | May 07, 2026 |
| Olde Wealth Management, LLC | History | Added to | 151,137 | 9,668 | 3.06% | 3.09% | 27 | +3,478 | 2.36% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Added to | 133,439 | 8,536 | 0.77% | 0.22% | 28 | +97,694 | 273.31% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | New | 129,075 | 8,256 | 0.23% | — | 29 | +129,075 | New | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Added to | 111,356 | 7,123 | 0.56% | 0.47% | 30 | +24,437 | 28.11% | Q1 2026 | Apr 13, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 108,795 | 6,959 | 5.68% | 5.74% | 31 | +3,471 | 3.3% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 102,971 | 6,587 | 0.1% | 0.1% | 32 | +3,513 | 3.53% | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 99,535 | 6,367 | 0.3% | 0.2% | 33 | +39,497 | 65.79% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 80,861 | 5,247 | 0.01% | 0.0% | 34 | +74,525 | 1176.22% | Q1 2026 | Apr 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 75,795 | 4,848 | 0.0% | 0.0% | 35 | -1,635 | -2.11% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 69,517 | 4,447 | 2.91% | 3.03% | 36 | +2,049 | 3.04% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 69,177 | 4,425 | 0.27% | 0.03% | 37 | +58,799 | 566.57% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 63,437 | 4,058 | 0.02% | 0.01% | 38 | +27,130 | 74.72% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 61,153 | 3,911 | 0.03% | 0.03% | 39 | +5,435 | 9.75% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 60,840 | 3,891 | 0.05% | 0.05% | 40 | -1,552 | -2.49% | Q1 2026 | Apr 20, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 60,571 | 3,874 | 3.41% | 2.72% | 41 | +2,529 | 4.36% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 58,937 | 3,770 | 0.01% | 0.0% | 42 | +7,979 | 15.66% | Q1 2026 | Apr 27, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 57,125 | 3,654 | 1.7% | 1.74% | 43 | -1,810 | -3.07% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 56,717 | 3,628 | 0.22% | — | 44 | +56,717 | New | Q1 2026 | Apr 13, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 54,186 | 3,466 | 1.62% | 1.68% | 45 | -2,077 | -3.69% | Q1 2026 | Apr 28, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 51,119 | 3,270 | 0.65% | 0.37% | 46 | +25,916 | 102.83% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 45,309 | 2,898 | 0.12% | 0.06% | 47 | +24,632 | 119.13% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 38,971 | 2,492 | 0.4% | 0.13% | 48 | +24,668 | 172.47% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 38,542 | 2,466 | 0.08% | 0.02% | 49 | +30,470 | 377.48% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,566 | 2,339 | 0.0% | 0.0% | 50 | +29,631 | 427.27% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 36,380 | 2,327 | 1.72% | — | 51 | +36,380 | New | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 33,837 | 2,165 | 0.0% | 0.0% | 52 | +33,596 | 13940.25% | Q1 2026 | May 15, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 31,929 | 2,042 | 0.59% | 0.5% | 53 | +7,521 | 30.81% | Q1 2026 | May 14, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 30,107 | 1,925 | 1.85% | 1.92% | 54 | +218 | 0.73% | Q1 2026 | Apr 16, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 29,378 | 1,879 | 0.27% | 0.28% | 55 | +1,631 | 5.88% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 24,749 | 1,583 | 0.09% | 0.08% | 56 | +4,900 | 24.69% | Q1 2026 | May 12, 2026 |
| LongView Wealth Management | History | Reduced | 22,305 | 1,573 | 0.4% | 0.4% | 57 | -1,488 | -6.25% | Q1 2026 | Apr 15, 2026 |
| Sonoma Allocations LLC | History | Added to | 22,981 | 1,498 | 0.52% | 0.38% | 58 | +6,632 | 40.57% | Q1 2026 | May 19, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 23,358 | 1,494 | 0.08% | 0.07% | 59 | +2,981 | 14.63% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | New | 22,914 | 1,465 | 0.03% | — | 60 | +22,914 | New | Q1 2026 | May 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 22,371 | 1,431 | 0.2% | 0.24% | 61 | +479 | 2.19% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 22,283 | 1,425 | 0.04% | 0.04% | 62 | +3,519 | 18.75% | Q1 2026 | Apr 08, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 20,567 | 1,315 | 0.48% | 0.44% | 63 | +1,608 | 8.48% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 18,599 | 1,189 | 0.04% | 0.03% | 64 | +6,783 | 57.41% | Q1 2026 | Apr 22, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 17,390 | 1,112 | 0.28% | — | 66 | +17,390 | New | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,385 | 1,112 | 0.0% | 0.0% | 65 | +11,455 | 193.17% | Q1 2026 | May 05, 2026 |
| Saxony Capital Management, LLC | History | Added to | 16,841 | 1,077 | 0.62% | 0.53% | 67 | +4,178 | 32.99% | Q1 2026 | Apr 24, 2026 |
| Disciplined Investments, LLC | History | No change | 16,766 | 1,072 | 0.38% | 0.44% | 68 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 16,520 | 1,070 | 0.22% | — | 69 | +16,508 | 137566.67% | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | New | 14,341 | 1,048 | 0.26% | — | 70 | +14,341 | New | Q1 2026 | May 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 15,366 | 982 | 0.12% | — | 71 | +15,366 | New | Q1 2026 | Apr 08, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,453 | 924 | 0.0% | 0.0% | 72 | +4,183 | 40.73% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 14,125 | 903 | 0.59% | 0.36% | 73 | +6,354 | 81.77% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 13,947 | 892 | 0.01% | 0.02% | 74 | -5,649 | -28.83% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 13,253 | 847 | 0.09% | 0.08% | 75 | +2,203 | 19.94% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,646 | 808 | 0.01% | 0.0% | 76 | +8,519 | 206.42% | Q1 2026 | Apr 14, 2026 |
| Avior Wealth Management, LLC | History | New | 11,718 | 749 | 0.02% | — | 77 | +11,718 | New | Q1 2026 | Apr 09, 2026 |
| Breakwater Capital Group | History | Added to | 11,238 | 718 | 0.1% | 0.09% | 78 | +2,116 | 23.2% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,901 | 697 | 0.0% | 0.0% | 79 | -176,322 | -94.18% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 10,620 | 679 | 0.23% | 0.09% | 80 | +6,895 | 185.1% | Q1 2026 | Apr 09, 2026 |
| GWN SECURITIES INC. | History | Added to | 8,600 | 550 | 0.11% | 0.08% | 81 | +3,080 | 55.8% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,994 | 511 | 0.0% | — | 82 | +7,994 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 7,500 | 510 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 7,425 | 505 | 0.29% | 0.29% | 84 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Impact Capital Partners LLC | History | New | 7,488 | 478 | 0.14% | — | 85 | +7,488 | New | Q1 2026 | Apr 10, 2026 |
| MKT Advisors LLC | History | No change | 7,243 | 474 | 0.16% | 0.17% | 86 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BROWN ADVISORY INC | History | New | 7,292 | 466 | 0.0% | — | 87 | +7,292 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,017 | 448 | 0.01% | 0.01% | 88 | -430 | -5.77% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | New | 6,442 | 412 | 0.02% | — | 90 | +6,442 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,441 | 412 | 0.0% | 0.0% | 89 | +1,954 | 43.55% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 6,366 | 407 | 0.01% | — | 91 | +6,366 | New | Q1 2026 | Apr 20, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 6,148 | 393 | 0.17% | 0.26% | 92 | -2,849 | -31.67% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,784 | 370 | 0.0% | — | 93 | +5,784 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | No change | 5,761 | 368 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,655 | 361 | 0.19% | 0.21% | 95 | -612 | -9.77% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | New | 5,363 | 343 | 0.01% | — | 96 | +5,363 | New | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,095 | 325 | 0.0% | 0.0% | 97 | +1,225 | 31.65% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | No change | 4,935 | 315 | 0.01% | 0.02% | 98 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,785 | 306 | 0.0% | 0.0% | 99 | +660 | 16.0% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | New | 4,664 | 298 | 0.0% | — | 100 | +4,664 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,445 | 284 | 0.0% | 0.01% | 101 | -2,090 | -31.98% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,099 | 262 | 0.0% | — | 102 | +4,099 | New | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | New | 3,934 | 251 | 0.0% | — | 103 | +3,934 | New | Q1 2026 | Apr 16, 2026 |
| Boston Partners | History | New | 3,905 | 249 | 0.0% | — | 104 | +3,905 | New | Q1 2026 | May 11, 2026 |
| Sunflower Bank, N.A. | History | New | 3,707 | 237 | 0.06% | — | 105 | +3,707 | New | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,543 | 226 | 0.0% | — | 106 | +3,543 | New | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | New | 3,381 | 216 | 0.02% | — | 107 | +3,381 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,163 | 215 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 3,253 | 208 | 0.0% | — | 109 | +3,253 | New | Q1 2026 | Apr 28, 2026 |
| Forefront Wealth Partners, LLC | History | New | 3,187 | 203 | 0.08% | — | 110 | +3,187 | New | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 2,842 | 181 | 0.0% | — | 111 | +2,842 | New | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,288 | 146 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 2,225 | 142 | 0.0% | 0.0% | 113 | +376 | 20.34% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,070 | 132 | 0.0% | 0.0% | 114 | +1,992 | 2553.85% | Q1 2026 | May 01, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,817 | 116 | 0.08% | 0.08% | 115 | +1 | 0.06% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,432 | 91 | 0.0% | 0.0% | 116 | -2 | -0.14% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 1,200 | 76 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| High Note Wealth, LLC | History | No change | 1,126 | 72 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sankala Group LLC | History | Added to | 1,098 | 69 | 0.06% | 0.03% | 119 | +537 | 95.72% | Q1 2026 | Mar 31, 2026 |
| New England Capital Financial Advisors LLC | History | New | 1,020 | 65 | 0.02% | — | 120 | +1,020 | New | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 904 | 55 | 0.0% | 0.0% | 121 | -3,423 | -79.11% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 871 | 55 | 0.0% | — | 122 | +871 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | No change | 661 | 42 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 488 | 31 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 409 | 26 | 0.0% | 0.0% | 125 | -564 | -57.97% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Added to | 366 | 23 | 0.0% | 0.0% | 126 | +350 | 2187.5% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 352 | 22 | 0.0% | 0.0% | 127 | +277 | 369.33% | Q1 2026 | Apr 07, 2026 |
| TD Capital Management LLC | History | No change | 340 | 21 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 183 | 11 | 0.0% | 0.0% | 129 | +132 | 258.82% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 160 | 10 | 0.0% | — | 131 | +160 | New | Q1 2026 | May 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 159 | 10 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | New | 155 | 9 | 0.0% | — | 132 | +155 | New | Q1 2026 | May 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 145 | 9 | 0.0% | — | 133 | +145 | New | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | New | 122 | 7 | 0.0% | — | 135 | +122 | New | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 109 | 7 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 107 | 6 | 0.0% | — | 136 | +107 | New | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 54 | 3 | 0.0% | 0.0% | 137 | +20 | 58.82% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 25 | 1 | 0.0% | 0.0% | 139 | -2,213 | -98.88% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | No change | 18 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| B&D White Capital Company, LLC | History | Closed out | 0 | 0 | — | 1.6% | — | -203,048 | -100.0% | Q1 2026 | May 13, 2026 |
| Keystone Global Partners, LLC | History | Closed out | 0 | 0 | — | 2.57% | — | -85,805 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 1.4% | — | -48,301 | -100.0% | Q1 2026 | May 01, 2026 |
| Gilbert Capital Group, Inc. | History | Closed out | 0 | 0 | — | 2.08% | — | -40,666 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -8,767 | -100.0% | Q1 2026 | Apr 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,875 | -100.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,940 | -100.0% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,043 | -100.0% | Q1 2026 | May 13, 2026 |
| Ring Mountain Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,214 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,103 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,446 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -1,665 | -100.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -618 | -100.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 01, 2026 |
| Wall Street Financial Group, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |