iSHARES TRUST - GOVT
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 | 474,769,940 | 10,876,979 | 0.8% | 0.66% | 1 | +80,062,969 | 20.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 213,742,832 | 4,892,573 | 0.31% | 0.28% | 2 | +18,666,004 | 9.57% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 153,894,218 | 3,525,716 | 0.94% | 0.49% | 3 | +81,583,262 | 112.82% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 140,890,662 | 3,227,805 | 0.86% | 0.75% | 4 | +21,803,239 | 18.31% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 75,290,882 | 1,724,914 | 2.33% | 2.18% | 5 | +4,284,387 | 6.03% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 54,704,163 | 1,253,272 | 0.72% | 0.67% | 6 | +1,756,317 | 3.32% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 46,829,856 | 1,196,776 | 1.45% | 0.04% | 7 | +45,186,105 | 2748.96% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 41,052,291 | 940,508 | 0.06% | 0.04% | 8 | +8,504,707 | 26.13% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 26,176,498 | 599,703 | 1.22% | 1.17% | 9 | +1,186,252 | 4.75% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 25,607,976 | 586,166 | 4.47% | — | 10 | +25,607,976 | New | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 25,520,521 | 584,675 | 0.09% | 0.08% | 11 | +1,843,964 | 7.79% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 23,374,003 | 535,498 | 2.17% | 2.17% | 12 | +338,448 | 1.47% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,955,036 | 521,449 | 1.06% | 0.93% | 13 | -6,652,722 | -22.47% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Added to | 22,216,730 | 508,985 | 0.01% | 0.0% | 14 | +9,579,013 | 75.8% | Q1 2026 | May 13, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 17,999,984 | 412,379 | 12.67% | 12.88% | 15 | +1,093,272 | 6.47% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 13,731,742 | 314,594 | 1.21% | — | 16 | +13,731,742 | New | Q1 2026 | May 12, 2026 |
| Jordan Park Group LLC | History | Reduced | 12,517,295 | 286,771 | 15.27% | 25.09% | 17 | -6,290,970 | -33.45% | Q1 2026 | May 11, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 10,483,782 | 240,183 | 14.87% | 14.55% | 18 | -217,710 | -2.03% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 10,135,363 | 232,201 | 0.25% | 0.1% | 19 | +5,995,250 | 144.81% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,932,883 | 227,472 | 1.4% | 1.05% | 20 | +2,332,746 | 30.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 9,433,589 | 216,123 | 0.03% | 0.02% | 21 | +4,130,625 | 77.89% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 8,321,113 | 190,636 | 0.03% | 0.01% | 22 | +3,620,950 | 77.04% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 8,169,778 | 187,169 | 3.88% | 3.67% | 23 | +696,322 | 9.32% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,965,762 | 182,495 | 1.01% | 0.12% | 24 | +6,536,609 | 457.38% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,903,192 | 180,206 | 0.04% | 0.03% | 25 | +2,952,492 | 59.64% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 7,549,432 | 172,957 | 0.45% | 0.07% | 26 | +6,478,078 | 604.66% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,993,963 | 160,231 | 0.79% | 0.79% | 27 | +423,440 | 6.44% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,702,133 | 153,545 | 0.03% | 0.01% | 28 | +4,548,373 | 211.18% | Q1 2026 | May 05, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 6,629,343 | 151,878 | 1.32% | 0.11% | 29 | +6,161,410 | 1316.73% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,588,546 | 150,944 | 0.37% | 0.12% | 30 | +4,226,644 | 178.95% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Reduced | 6,350,646 | 145,493 | 0.01% | 0.01% | 31 | -1,045,550 | -14.14% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,218,729 | 142,471 | 0.4% | 0.14% | 32 | +3,738,116 | 150.69% | Q1 2026 | May 04, 2026 |
| Norinchukin Bank, The | History | Reduced | 6,158,350 | 141,087 | 1.65% | 1.68% | 33 | -105,132 | -1.68% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 6,100,423 | 139,760 | 0.23% | 0.09% | 34 | +3,187,845 | 109.45% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,921,573 | 135,663 | 1.06% | 0.22% | 35 | +4,793,860 | 425.1% | Q1 2026 | Apr 07, 2026 |
| Hirtle & Co., LLC | History | Reduced | 5,601,878 | 128,339 | 4.4% | 4.4% | 36 | -13,084 | -0.23% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,406,893 | 123,873 | 0.02% | 0.02% | 37 | +889,525 | 19.69% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,260,410 | 120,516 | 0.9% | 0.47% | 38 | +2,719,338 | 107.02% | Q1 2026 | Apr 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 5,103,565 | 116,922 | 2.4% | 2.32% | 39 | +148,235 | 2.99% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,862,785 | 111,406 | 0.19% | 0.21% | 40 | +101,797 | 2.14% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 4,370,401 | 100,104 | 3.23% | 3.07% | 41 | +544,772 | 14.24% | Q1 2026 | Apr 09, 2026 |
| MCF Advisors LLC | History | Reduced | 4,165,548 | 95,432 | 4.18% | 5.38% | 42 | -66,066 | -1.56% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,042,192 | 92,606 | 0.5% | 0.23% | 43 | +2,198,721 | 119.27% | Q1 2026 | May 05, 2026 |
| SYM FINANCIAL Corp | History | Added to | 3,723,338 | 85,301 | 8.52% | 8.41% | 44 | +169,547 | 4.77% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,695,203 | 84,657 | 0.03% | 0.02% | 45 | +1,022,994 | 38.28% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 3,691,010 | 84,561 | 2.16% | 2.1% | 46 | +164,591 | 4.67% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 3,646,782 | 83,547 | 0.45% | 0.45% | 47 | +216,100 | 6.3% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,455,968 | 79,175 | 1.33% | 1.32% | 48 | +15,297 | 0.44% | Q1 2026 | May 05, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 3,405,172 | 78,012 | 5.62% | 5.04% | 49 | +194,050 | 6.04% | Q1 2026 | May 15, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 3,370,370 | 77,215 | 0.06% | 0.04% | 50 | +1,003,774 | 42.41% | Q1 2026 | May 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 3,329,569 | 76,280 | 2.52% | 2.25% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,167,395 | 72,559 | 0.14% | 0.1% | 52 | +731,387 | 30.02% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,124,094 | 71,572 | 0.01% | 0.0% | 53 | +2,678,633 | 601.32% | Q1 2026 | May 13, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 2,899,328 | 66,423 | 1.54% | 1.69% | 54 | -159,363 | -5.21% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,816,353 | 64,524 | 0.09% | 0.08% | 55 | +559,230 | 24.78% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,750,431 | 63,012 | 0.9% | 0.05% | 56 | +2,617,508 | 1969.19% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,518,365 | 57,695 | 0.01% | 0.01% | 57 | +545,574 | 27.65% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,514,722 | 57,612 | 1.05% | 0.01% | 58 | +2,490,308 | 10200.33% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,444,478 | 56,003 | 0.05% | 0.02% | 59 | +1,576,838 | 181.74% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | Added to | 2,352,179 | 53,888 | 1.24% | 0.96% | 60 | +473,092 | 25.18% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,114,726 | 48,448 | 0.21% | 0.18% | 61 | +226,395 | 11.99% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,045,565 | 46,863 | 0.07% | 0.04% | 62 | +861,408 | 72.74% | Q1 2026 | Apr 27, 2026 |
| Dodds Wealth, LLC | History | Reduced | 1,990,898 | 45,611 | 11.2% | 11.33% | 63 | -15,960 | -0.8% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 1,956,630 | 45,035 | 0.05% | 0.05% | 64 | +121,809 | 6.64% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 1,951,668 | 44,712 | 3.54% | 1.32% | 65 | +1,350,535 | 224.66% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,767,949 | 40,504 | 0.1% | 0.07% | 66 | +683,152 | 62.98% | Q1 2026 | Apr 30, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 1,667,429 | 38,200 | 2.83% | 2.82% | 67 | +23,417 | 1.42% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,634,267 | 37,441 | 0.46% | 0.12% | 68 | +1,252,520 | 328.1% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Reduced | 1,590,125 | 36,429 | 1.08% | 1.11% | 69 | -986 | -0.06% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,566,106 | 35,879 | 0.05% | 0.03% | 70 | +585,493 | 59.71% | Q1 2026 | May 15, 2026 |
| Verum Partners LLC | History | Added to | 1,554,058 | 35,603 | 6.76% | 6.94% | 71 | +59,454 | 3.98% | Q1 2026 | Apr 15, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 342,206 | 34,446 | 60.26% | — | 72 | +342,206 | New | Q1 2026 | May 11, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 1,502,677 | 34,426 | 1.66% | 1.84% | 73 | -37,831 | -2.46% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 1,447,241 | 33,156 | 3.68% | 3.05% | 74 | +246,853 | 20.56% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,416,524 | 32,452 | 0.38% | 0.44% | 75 | -167,729 | -10.59% | Q1 2026 | May 08, 2026 |
| JB Capital LLC | History | Added to | 1,392,227 | 31,895 | 1.29% | 0.03% | 76 | +1,356,201 | 3764.51% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,389,814 | 31,840 | 0.74% | 0.11% | 77 | +1,187,785 | 587.93% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,371,683 | 31,425 | 1.83% | 1.19% | 78 | +494,910 | 56.45% | Q1 2026 | Apr 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,350,596 | 30,942 | 0.01% | 0.11% | 79 | -428,624 | -24.09% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,313,590 | 30,245 | 0.19% | 0.16% | 80 | +308,320 | 30.67% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,303,146 | 29,855 | 0.44% | 0.28% | 81 | +527,247 | 67.95% | Q1 2026 | May 13, 2026 |
| Ascent Group, LLC | History | Added to | 1,279,312 | 29,309 | 1.01% | 0.16% | 82 | +1,073,484 | 521.54% | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Added to | 1,256,244 | 28,780 | 6.2% | 6.04% | 83 | +57,543 | 4.8% | Q1 2026 | Apr 22, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 28,637 | 1.05% | 0.96% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,234,565 | 28,283 | 0.22% | 0.23% | 85 | -12,844 | -1.03% | Q1 2026 | May 01, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,201,622 | 27,529 | 0.2% | 0.21% | 86 | +2,329 | 0.19% | Q1 2026 | May 14, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,138,418 | 26,081 | 3.35% | 3.32% | 87 | +23,526 | 2.11% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,133,394 | 25,966 | 0.05% | 0.04% | 88 | +53,969 | 5.0% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,115,125 | 25,547 | 1.13% | 1.12% | 89 | +21,891 | 2.0% | Q1 2026 | Apr 21, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 1,111,849 | 25,472 | 2.62% | 2.64% | 90 | +8,911 | 0.81% | Q1 2026 | May 07, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 1,096,862 | 25,129 | 3.12% | 3.06% | 91 | +23,660 | 2.2% | Q1 2026 | Apr 16, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 1,088,991 | 24,948 | 10.17% | 12.25% | 92 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,841,277 | 24,698 | 1.14% | 0.05% | 93 | +1,206,285 | 189.97% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 1,062,852 | 24,349 | 0.27% | 0.12% | 94 | +623,262 | 141.78% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 1,059,639 | 24,262 | 1.68% | 1.17% | 95 | +471,842 | 80.27% | Q1 2026 | May 18, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,031,632 | 23,552 | 0.4% | 0.24% | 96 | +448,600 | 76.94% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | Added to | 1,019,615 | 23,359 | 3.15% | 0.42% | 97 | +876,601 | 612.95% | Q1 2026 | Apr 08, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 1,006,592 | 23,061 | 5.84% | — | 98 | +1,006,592 | New | Q1 2026 | May 04, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 998,208 | 22,868 | 0.7% | 0.17% | 99 | +775,299 | 347.81% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 990,866 | 22,700 | 0.03% | 0.02% | 100 | +299,396 | 43.3% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 960,565 | 22,006 | 0.51% | 0.67% | 101 | +353,742 | 58.29% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Reduced | 947,519 | 21,707 | 0.11% | 0.17% | 102 | -425,171 | -30.97% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 943,511 | 21,615 | 0.01% | 0.01% | 103 | +372,056 | 65.11% | Q1 2026 | May 07, 2026 |
| Genus Capital Management Inc. | History | Added to | 932,927 | 21,373 | 2.45% | 2.49% | 104 | +4,131 | 0.44% | Q1 2026 | May 01, 2026 |
| Envision Financial Planning, LLC | History | Added to | 927,889 | 21,257 | 7.69% | 7.55% | 105 | +60,512 | 6.98% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 907,504 | 20,777 | 2.85% | 0.32% | 106 | +815,925 | 890.95% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 902,012 | 20,593 | 0.19% | 0.2% | 107 | +74,094 | 8.95% | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 897,153 | 20,553 | 0.03% | 0.01% | 108 | +606,264 | 208.42% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | Added to | 873,545 | 20,013 | 2.82% | 2.31% | 109 | +28,502 | 3.37% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 855,364 | 19,596 | 0.45% | 0.49% | 110 | -10,669 | -1.23% | Q1 2026 | May 04, 2026 |
| Gibbs Wealth Management | History | Added to | 853,799 | 19,560 | 2.57% | 2.96% | 111 | +323,291 | 60.94% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 848,271 | 19,433 | 0.22% | 0.19% | 112 | +252,357 | 42.35% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 824,415 | 18,887 | 3.18% | 3.06% | 113 | +6,085 | 0.74% | Q1 2026 | Apr 29, 2026 |
| Roberts Financial Services LLC | History | Reduced | 815,856 | 18,691 | 5.94% | 6.69% | 114 | -109,930 | -11.87% | Q1 2026 | Apr 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 808,370 | 18,519 | 1.05% | — | 115 | +808,370 | New | Q1 2026 | Apr 09, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 799,766 | 18,386 | 1.27% | 0.11% | 116 | +732,464 | 1088.32% | Q1 2026 | Apr 29, 2026 |
| Nationwide Fund Advisors | History | Reduced | 798,801 | 18,300 | 0.8% | 1.11% | 117 | -327,735 | -29.09% | Q1 2026 | Apr 27, 2026 |
| SOL Capital Management CO | History | New | 782,348 | 17,923 | 8.7% | — | 118 | +782,348 | New | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | Added to | 773,330 | 17,716 | 3.15% | 2.96% | 119 | +67,889 | 9.62% | Q1 2026 | Apr 24, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 771,228 | 17,668 | 0.7% | 0.68% | 120 | +7,184 | 0.94% | Q1 2026 | Apr 13, 2026 |
| HM PAYSON & CO | History | New | 768,174 | 17,598 | 0.25% | — | 121 | +768,174 | New | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 767,645 | 17,586 | 0.08% | 0.06% | 122 | +209,450 | 37.52% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 762,874 | 17,565 | 0.31% | 0.31% | 123 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 759,320 | 17,396 | 0.15% | 0.04% | 124 | +522,556 | 220.71% | Q1 2026 | May 13, 2026 |
| Juno Financial Group LLC | History | Added to | 755,358 | 17,305 | 6.78% | 6.72% | 125 | +25,743 | 3.53% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 739,616 | 16,944 | 0.08% | 0.1% | 126 | -57,439 | -7.21% | Q1 2026 | May 04, 2026 |
| Snider Financial Group | History | Added to | 734,182 | 16,820 | 5.08% | 4.18% | 127 | +52,168 | 7.65% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 731,709 | 16,763 | 0.34% | 0.03% | 128 | +672,084 | 1127.18% | Q1 2026 | May 14, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 731,365 | 16,755 | 2.42% | 2.31% | 129 | -18,637 | -2.48% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 731,275 | 16,753 | 0.09% | 0.06% | 130 | +287,930 | 64.94% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 677,582 | 15,523 | 0.25% | 0.06% | 131 | +511,942 | 309.07% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 671,704 | 15,388 | 0.31% | 0.29% | 132 | -41,363 | -5.8% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 658,026 | 15,075 | 0.57% | 0.52% | 133 | +40,094 | 6.49% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 653,194 | 14,964 | 0.12% | 0.15% | 134 | +112,937 | 20.9% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 651,472 | 14,925 | 7.71% | 7.19% | 135 | +11,747 | 1.84% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 640,676 | 14,677 | 0.04% | 0.05% | 136 | +21,824 | 3.53% | Q1 2026 | May 15, 2026 |
| Pacific Wealth Management | History | Added to | 630,424 | 14,443 | 7.77% | 6.46% | 137 | +26,339 | 4.36% | Q1 2026 | May 05, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 628,294 | 14,394 | 2.82% | 2.69% | 138 | +14,807 | 2.41% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 619,790 | 14,199 | 0.26% | 0.27% | 139 | -40,378 | -6.12% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 613,008 | 14,044 | 0.3% | 0.25% | 140 | +103,104 | 20.22% | Q1 2026 | May 01, 2026 |
| JT Stratford LLC | History | Added to | 595,685 | 13,647 | 1.74% | 0.7% | 141 | +359,538 | 152.25% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | New | 591,172 | 13,508 | 3.26% | — | 142 | +591,172 | New | Q1 2026 | Apr 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 580,856 | 13,307 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STAR Financial Bank | History | Added to | 577,161 | 13,222 | 6.24% | 1.43% | 144 | +455,553 | 374.61% | Q1 2026 | May 08, 2026 |
| Addison Capital Co | History | Added to | 577,011 | 13,219 | 2.35% | 2.24% | 145 | +187,384 | 48.09% | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | Reduced | 570,825 | 13,077 | 0.14% | 0.14% | 146 | -7,712 | -1.33% | Q1 2026 | May 11, 2026 |
| Stone House Investment Management, LLC | History | Added to | 565,800 | 12,962 | 2.32% | 0.09% | 147 | +541,489 | 2227.34% | Q1 2026 | Apr 22, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 562,027 | 12,876 | 4.66% | 2.43% | 148 | +277,891 | 97.8% | Q1 2026 | Apr 27, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 564,071 | 12,857 | 0.83% | 0.09% | 149 | +502,799 | 820.6% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 551,459 | 12,633 | 0.49% | 0.07% | 150 | +525,826 | 2051.36% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Added to | 545,685 | 12,501 | 1.56% | 0.25% | 151 | +456,808 | 513.98% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 531,709 | 12,188 | 0.06% | 0.02% | 152 | +363,756 | 216.58% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 527,899 | 12,094 | 4.26% | 5.12% | 153 | -95,715 | -15.35% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 522,602 | 11,972 | 0.72% | 0.67% | 154 | -873 | -0.17% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 522,510 | 11,970 | 0.07% | 0.1% | 155 | -24,372 | -4.46% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 517,844 | 11,863 | 0.33% | 0.02% | 156 | +487,367 | 1599.13% | Q1 2026 | May 13, 2026 |
| TSA Wealth Managment LLC | History | Added to | 494,332 | 11,325 | 3.66% | 0.73% | 157 | +399,087 | 419.01% | Q1 2026 | May 01, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 489,638 | 11,217 | 0.65% | 1.78% | 158 | -897,375 | -64.7% | Q1 2026 | Apr 20, 2026 |
| Seascape Capital Management | History | Reduced | 487,552 | 11,170 | 3.22% | 3.25% | 159 | -8,554 | -1.72% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | New | 486,291 | 11,140 | 0.0% | — | 160 | +486,291 | New | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 485,145 | 11,114 | 0.68% | 1.97% | 161 | -35,132,375 | -98.64% | Q1 2026 | May 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 476,779 | 10,923 | 1.8% | 1.83% | 162 | -21,646 | -4.34% | Q1 2026 | Apr 16, 2026 |
| Stokes Family Office, LLC | History | Added to | 469,700 | 10,760 | 1.11% | 0.21% | 163 | +370,462 | 373.31% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 466,672 | 10,691 | 0.57% | 0.11% | 164 | +381,046 | 445.01% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 466,217 | 10,681 | 0.82% | 0.74% | 165 | +72,899 | 18.53% | Q1 2026 | Apr 22, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 464,931 | 10,642 | 7.43% | 7.42% | 166 | +47,415 | 11.36% | Q1 2026 | Apr 21, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 452,546 | 10,367 | 0.0% | 0.0% | 167 | +89,222 | 24.56% | Q1 2026 | May 06, 2026 |
| Shepherd Financial Partners LLC | History | New | 450,018 | 10,309 | 0.98% | — | 168 | +450,018 | New | Q1 2026 | May 11, 2026 |
| Phoenix Wealth Advisors | History | Added to | 439,524 | 10,069 | 3.98% | 3.51% | 169 | +42,823 | 10.79% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 435,812 | 9,984 | 0.16% | 0.06% | 170 | +308,169 | 241.43% | Q1 2026 | May 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 428,842 | 9,824 | 0.04% | 0.03% | 171 | +60,745 | 16.5% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Added to | 425,147 | 9,740 | 0.0% | 0.0% | 172 | +360,427 | 556.9% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 413,334 | 9,469 | 0.55% | 0.22% | 173 | +255,830 | 162.43% | Q1 2026 | May 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 409,401 | 9,379 | 0.12% | 0.1% | 174 | -2,753 | -0.67% | Q1 2026 | Apr 15, 2026 |
| Westshore Wealth, LLC | History | No change | 407,358 | 9,379 | 3.1% | 3.1% | 175 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 408,893 | 9,320 | 0.17% | 0.58% | 176 | -130,983 | -24.26% | Q1 2026 | May 01, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 401,593 | 9,200 | 4.95% | 5.31% | 177 | -32,159 | -7.41% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 395,896 | 9,066 | 0.01% | 0.01% | 178 | +4,461 | 1.14% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 385,999 | 8,843 | 0.87% | 0.07% | 179 | +354,236 | 1115.25% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Added to | 377,414 | 8,646 | 3.73% | 2.58% | 180 | +100,583 | 36.33% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 375,688 | 8,554 | 0.0% | 0.0% | 181 | +52,907 | 16.39% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 374,000 | 8,517 | 0.11% | 0.13% | 182 | -55,576 | -12.94% | Q1 2026 | May 06, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 369,700 | 8,465 | 0.08% | 0.11% | 183 | -54,458 | -12.84% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | New | 365,979 | 8,384 | 0.96% | — | 184 | +365,979 | New | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Added to | 364,775 | 8,356 | 0.1% | 0.02% | 185 | +277,547 | 318.19% | Q1 2026 | Apr 16, 2026 |
| SWP FINANCIAL LLC | History | Added to | 357,087 | 8,180 | 4.17% | 1.04% | 186 | +266,779 | 295.41% | Q1 2026 | Apr 17, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 355,357 | 8,141 | 2.51% | 0.22% | 187 | +324,190 | 1040.17% | Q1 2026 | Apr 13, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 350,378 | 7,999 | 2.95% | 3.55% | 188 | -36,392 | -9.41% | Q1 2026 | Apr 14, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 344,517 | 7,892 | 3.22% | 1.48% | 189 | +185,890 | 117.19% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 343,710 | 7,874 | 0.25% | 0.25% | 190 | +14,045 | 4.26% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 335,991 | 7,697 | 0.12% | 0.05% | 191 | +196,499 | 140.87% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 333,597 | 7,642 | 0.01% | 0.01% | 192 | +27,420 | 8.96% | Q1 2026 | May 12, 2026 |
| Coign Capital Advisors LLC | History | Added to | 333,544 | 7,641 | 4.01% | 3.93% | 193 | +7,128 | 2.18% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 329,632 | 7,589 | 0.15% | 0.15% | 194 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | Added to | 326,528 | 7,480 | 0.08% | 0.02% | 195 | +289,850 | 790.26% | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | New | 326,220 | 7,473 | 0.82% | — | 196 | +326,220 | New | Q1 2026 | May 07, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 325,172 | 7,449 | 2.68% | — | 197 | +325,172 | New | Q1 2026 | Apr 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 324,769 | 7,440 | 2.84% | 1.54% | 198 | +160,271 | 97.43% | Q1 2026 | Apr 22, 2026 |
| PAX Financial Group, LLC | History | Added to | 322,741 | 7,393 | 1.26% | 0.18% | 199 | +276,782 | 602.24% | Q1 2026 | Apr 27, 2026 |
| Peak Wealth Management LLC | History | Added to | 320,087 | 7,333 | 6.02% | 3.3% | 200 | +148,427 | 86.47% | Q1 2026 | Apr 14, 2026 |
| BEACON FINANCIAL GROUP | History | New | 319,532 | 7,320 | 0.73% | — | 201 | +319,532 | New | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 317,646 | 7,277 | 0.1% | 0.05% | 202 | +173,675 | 120.63% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 311,625 | 7,139 | 0.2% | 0.25% | 203 | -107,804 | -25.7% | Q1 2026 | Apr 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 306,208 | 7,015 | 1.82% | 0.26% | 204 | +262,735 | 604.36% | Q1 2026 | Apr 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 304,590 | 6,978 | 0.03% | 0.02% | 205 | +42,654 | 16.28% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 303,697 | 6,957 | 2.3% | 1.2% | 206 | +160,711 | 112.4% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 302,238 | 6,924 | 0.05% | 0.05% | 207 | +34,402 | 12.84% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 302,104 | 6,921 | 5.76% | — | 208 | +302,104 | New | Q1 2026 | Apr 21, 2026 |
| Family Capital Trust Co | History | Added to | 301,969 | 6,915 | 2.5% | 2.27% | 209 | +570 | 0.19% | Q1 2026 | Apr 29, 2026 |
| Anfield Capital Management, LLC | History | Added to | 299,608 | 6,864 | 1.89% | 1.79% | 210 | +53,418 | 21.7% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 297,111 | 6,806 | 0.61% | 0.44% | 211 | -28,975 | -8.89% | Q1 2026 | May 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 295,521 | 6,764 | 1.04% | 0.95% | 212 | +34,000 | 13.0% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Services | History | Added to | 294,465 | 6,746 | 1.98% | 0.13% | 213 | +275,265 | 1433.67% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 293,872 | 6,732 | 0.31% | 0.27% | 214 | +27,642 | 10.38% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 291,238 | 6,705 | 0.0% | 0.0% | 215 | +846 | 0.29% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 291,761 | 6,684 | 1.7% | 1.74% | 216 | +23,275 | 8.67% | Q1 2026 | Apr 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 287,722 | 6,591 | 0.07% | 0.02% | 217 | +223,465 | 347.77% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 287,652 | 6,590 | 0.01% | 0.0% | 218 | +271,978 | 1735.22% | Q1 2026 | May 01, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 287,200 | 6,579 | 0.19% | 0.04% | 219 | +232,446 | 424.53% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 279,952 | 6,413 | 0.08% | 0.06% | 220 | +76,130 | 37.35% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Added to | 279,187 | 6,396 | 0.07% | 0.02% | 221 | +217,382 | 351.72% | Q1 2026 | Apr 20, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 278,031 | 6,369 | 2.86% | 0.44% | 222 | +234,994 | 546.03% | Q1 2026 | Apr 28, 2026 |
| Invst, LLC | History | Added to | 277,566 | 6,359 | 0.72% | 0.08% | 223 | +247,103 | 811.16% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 278,491 | 6,355 | 0.5% | 0.23% | 224 | +162,434 | 139.96% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 277,323 | 6,353 | 0.17% | 0.01% | 225 | +255,161 | 1151.34% | Q1 2026 | May 14, 2026 |
| True Vision MN LLC | History | Added to | 276,957 | 6,345 | 3.27% | 0.52% | 226 | +232,587 | 524.2% | Q1 2026 | Apr 16, 2026 |
| Pettinga Financial Advisors LLC | History | New | 270,506 | 6,197 | 1.17% | — | 227 | +270,506 | New | Q1 2026 | Apr 13, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 269,727 | 6,179 | 1.55% | 0.09% | 228 | +254,145 | 1631.02% | Q1 2026 | May 05, 2026 |
| Center For Asset Management LLC | History | Added to | 264,363 | 6,056 | 3.01% | 3.02% | 229 | +13,209 | 5.26% | Q1 2026 | Apr 16, 2026 |
| Vantage Financial Partners, LLC | History | No change | 256,529 | 5,906 | 1.2% | 1.2% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Group LLC | History | Added to | 248,034 | 5,682 | 0.71% | 0.06% | 231 | +227,595 | 1113.53% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 247,344 | 5,666 | 0.1% | 0.05% | 232 | +138,798 | 127.87% | Q1 2026 | Apr 17, 2026 |
| Atlatl Advisers LLC | History | Added to | 247,033 | 5,659 | 4.2% | 0.47% | 233 | +194,117 | 366.84% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | Added to | 246,398 | 5,644 | 0.43% | 0.09% | 234 | +222,719 | 940.58% | Q1 2026 | Apr 28, 2026 |
| SEEDS INVESTOR LLC | History | New | 245,567 | 5,638 | 0.77% | — | 235 | +245,567 | New | Q1 2026 | May 11, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 245,093 | 5,615 | 2.32% | 0.25% | 236 | +218,524 | 822.48% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 241,957 | 5,538 | 0.2% | 0.13% | 237 | +94,717 | 64.33% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 240,115 | 5,501 | 0.31% | 0.09% | 238 | +172,561 | 255.44% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 235,512 | 5,395 | 0.39% | 0.33% | 239 | +30,165 | 14.69% | Q1 2026 | May 05, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 234,248 | 5,366 | 2.13% | 2.05% | 240 | +14,390 | 6.55% | Q1 2026 | Apr 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 227,407 | 5,209 | 0.01% | 0.01% | 241 | -68,577 | -23.17% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 227,028 | 5,201 | 0.73% | 0.08% | 242 | +200,823 | 766.35% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 224,405 | 5,141 | 0.01% | 0.01% | 243 | +1,305 | 0.58% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 221,566 | 5,076 | 0.0% | 0.0% | 244 | +5,407 | 2.5% | Q1 2026 | Apr 30, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 219,377 | 5,025 | 0.8% | 0.75% | 245 | +6,481 | 3.04% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 218,426 | 5,004 | 0.26% | 0.11% | 246 | +128,353 | 142.5% | Q1 2026 | Apr 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 217,888 | 4,991 | 0.62% | 0.16% | 247 | +163,087 | 297.6% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 216,094 | 4,950 | 0.06% | 0.02% | 248 | +151,181 | 232.9% | Q1 2026 | May 12, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 215,981 | 4,941 | 1.37% | 1.37% | 249 | +11,874 | 5.82% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 215,411 | 4,935 | 0.16% | 0.15% | 250 | +12,630 | 6.23% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 215,272 | 4,931 | 0.01% | 0.0% | 251 | +86,103 | 66.66% | Q1 2026 | May 05, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 214,352 | 4,910 | 0.67% | 0.69% | 252 | -129 | -0.06% | Q1 2026 | Apr 23, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 212,434 | 4,866 | 4.57% | 0.48% | 253 | +188,563 | 789.93% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 211,142 | 4,837 | 0.12% | 0.04% | 254 | +146,769 | 228.0% | Q1 2026 | Apr 07, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 210,895 | 4,831 | 4.56% | 4.72% | 255 | -3,424 | -1.6% | Q1 2026 | Apr 10, 2026 |
| West Wealth Group, LLC | History | Added to | 210,862 | 4,830 | 0.95% | 0.11% | 256 | +188,574 | 846.08% | Q1 2026 | May 11, 2026 |
| Portside Wealth Group, LLC | History | Added to | 210,751 | 4,828 | 0.65% | 0.65% | 257 | +1,605 | 0.77% | Q1 2026 | May 12, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 210,568 | 4,824 | 0.84% | 0.83% | 258 | +5,463 | 2.66% | Q1 2026 | Apr 23, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | Reduced | 209,805 | 4,806 | 2.21% | 3.13% | 259 | -85,729 | -29.01% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 205,143 | 4,700 | 0.09% | 0.09% | 260 | -3,264 | -1.57% | Q1 2026 | May 11, 2026 |
| UNIQUE WEALTH, LLC | History | New | 203,279 | 4,657 | 0.64% | — | 261 | +203,279 | New | Q1 2026 | Apr 21, 2026 |
| Storen Legacy Partners, LLC | History | New | 201,765 | 4,622 | 1.45% | — | 262 | +201,765 | New | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Added to | 199,493 | 4,570 | 0.51% | 0.11% | 263 | +155,238 | 350.78% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 198,436 | 4,546 | 0.11% | 0.04% | 264 | +133,048 | 203.47% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 192,937 | 4,420 | 0.4% | 0.03% | 265 | +179,049 | 1289.24% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 192,457 | 4,409 | 0.01% | 0.0% | 266 | +57,184 | 42.27% | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 192,211 | 4,403 | 1.31% | 1.31% | 267 | +3,904 | 2.07% | Q1 2026 | May 06, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 191,740 | 4,392 | 3.72% | 3.43% | 268 | -896 | -0.47% | Q1 2026 | Apr 17, 2026 |
| Shira Ridge Wealth Management | History | Added to | 189,693 | 4,345 | 1.72% | 1.44% | 269 | +34,065 | 21.89% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 189,239 | 4,335 | 0.06% | 0.09% | 270 | -56,672 | -23.05% | Q1 2026 | Apr 09, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | New | 189,071 | 4,331 | 1.35% | — | 271 | +189,071 | New | Q1 2026 | Apr 17, 2026 |
| SWMG, LLC | History | Added to | 187,599 | 4,297 | 1.23% | 0.87% | 272 | +52,313 | 38.67% | Q1 2026 | Apr 24, 2026 |
| Daviman Financial, LLC | History | Added to | 186,721 | 4,277 | 2.53% | 0.32% | 273 | +163,249 | 695.51% | Q1 2026 | Apr 23, 2026 |
| Stonekeep Investments, LLC | History | Added to | 186,044 | 4,262 | 2.76% | 2.69% | 274 | +3,480 | 1.91% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 185,957 | 4,260 | 0.04% | 0.04% | 275 | -2,810 | -1.49% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 183,334 | 4,200 | 0.33% | 0.07% | 276 | +146,726 | 400.8% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 182,914 | 4,190 | 0.43% | 0.42% | 277 | +9,266 | 5.34% | Q1 2026 | Apr 13, 2026 |
| Olde Wealth Management, LLC | History | Added to | 182,754 | 4,186 | 1.32% | 1.26% | 278 | +4,785 | 2.69% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 182,614 | 4,183 | 0.37% | 0.33% | 279 | +17,968 | 10.91% | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 181,934 | 4,168 | 0.51% | 0.04% | 280 | +166,720 | 1095.83% | Q1 2026 | Apr 23, 2026 |
| Horizon Investments, LLC | History | Added to | 180,884 | 4,118 | 0.05% | 0.03% | 281 | +90,800 | 100.79% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 178,434 | 4,108 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 178,635 | 4,092 | 0.15% | 0.14% | 283 | +10,861 | 6.47% | Q1 2026 | Apr 20, 2026 |
| Bull Oak Capital, LLC | History | Added to | 178,587 | 4,091 | 1.57% | 1.46% | 284 | +22,840 | 14.66% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 177,525 | 4,067 | 1.02% | 0.53% | 285 | +98,371 | 124.28% | Q1 2026 | May 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 177,377 | 4,063 | 1.17% | 0.18% | 286 | +150,517 | 560.38% | Q1 2026 | May 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 176,815 | 4,050 | 1.22% | 0.35% | 287 | +126,029 | 248.16% | Q1 2026 | Apr 20, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 173,960 | 3,985 | 2.61% | 2.55% | 288 | +2,870 | 1.68% | Q1 2026 | Apr 28, 2026 |
| Detalus Advisors, LLC | History | New | 172,779 | 3,958 | 0.9% | — | 289 | +172,779 | New | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 171,629 | 3,932 | 0.01% | 0.01% | 290 | +9,436 | 5.82% | Q1 2026 | May 05, 2026 |
| Sollinda Capital Management LLC | History | Added to | 171,555 | 3,930 | 0.96% | 0.95% | 291 | +9,991 | 6.18% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Reduced | 170,653 | 3,909 | 1.61% | 1.68% | 292 | -6,797 | -3.83% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 166,142 | 3,776 | 0.5% | 0.12% | 293 | +134,002 | 416.93% | Q1 2026 | May 06, 2026 |
| Midwest Capital Advisors, LLC | History | New | 161,752 | 3,705 | 1.73% | — | 294 | +161,752 | New | Q1 2026 | Apr 24, 2026 |
| Bedminster, LLC | History | New | 161,302 | 3,695 | 3.44% | — | 295 | +161,302 | New | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 160,418 | 3,675 | 0.2% | 0.2% | 296 | -8 | -0.0% | Q1 2026 | May 14, 2026 |
| Chatterton & Associates Inc. | History | Added to | 160,391 | 3,671 | 2.57% | 0.34% | 297 | +142,942 | 819.2% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 160,083 | 3,667 | 0.01% | 0.0% | 298 | +141,448 | 759.04% | Q1 2026 | May 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 159,946 | 3,661 | 0.04% | 0.03% | 299 | +32,024 | 25.03% | Q1 2026 | Apr 29, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 159,553 | 3,655 | 0.37% | 0.4% | 300 | -1,570 | -0.97% | Q1 2026 | May 15, 2026 |