iSHARES TRUST - GSG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 3,418,132 | 110,234 | 0.0% | 0.01% | 1 | -17,203,650 | -83.42% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,150,097 | 37,090 | 0.0% | 0.0% | 2 | +270,563 | 30.76% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 978,627 | 31,560 | 0.01% | 0.0% | 3 | +691,429 | 240.75% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | Added to | 927,927 | 29,925 | 2.12% | 1.39% | 4 | +94,369 | 11.32% | Q1 2026 | Apr 28, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Reduced | 705,972 | 22,767 | 9.51% | 11.07% | 5 | -241,600 | -25.5% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 648,036 | 20,899 | 0.0% | 0.0% | 6 | -232,630 | -26.42% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 646,328 | 20,844 | 0.49% | 1.1% | 7 | -1,100,568 | -63.0% | Q1 2026 | May 12, 2026 |
| Duquesne Family Office LLC | History | New | 643,000 | 20,737 | 0.61% | — | 8 | +643,000 | New | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 577,692 | 18,630 | 3.51% | 0.07% | 9 | +561,795 | 3533.97% | Q1 2026 | Apr 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 365,110 | 11,774 | 0.19% | 0.02% | 10 | +299,144 | 453.48% | Q1 2026 | Apr 14, 2026 |
| Lifeworks Advisors, LLC | History | New | 337,979 | 10,899 | 1.4% | — | 11 | +337,979 | New | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 325,483 | 10,496 | 0.0% | 0.0% | 12 | -342,500 | -51.27% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 324,659 | 10,470 | 0.02% | 0.0% | 13 | +284,756 | 713.62% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 262,012 | 8,449 | 0.0% | 0.0% | 14 | -9,912 | -3.65% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 203,604 | 6,566 | 0.01% | 0.0% | 15 | +148,691 | 270.78% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 197,031 | 6,354 | 0.01% | 0.0% | 16 | +158,327 | 409.07% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | Reduced | 180,809 | 5,831 | 0.13% | 0.09% | 17 | -1,669 | -0.91% | Q1 2026 | May 13, 2026 |
| DT Investment Partners, LLC | History | Reduced | 172,790 | 5,572 | 0.46% | 0.34% | 18 | -6,544 | -3.65% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 172,019 | 5,547 | 0.0% | — | 19 | +172,019 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 171,071 | 5,517 | 0.0% | 0.0% | 20 | +123,340 | 258.41% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 169,779 | 5,475 | 1.18% | 0.52% | 21 | +64,790 | 61.71% | Q1 2026 | May 12, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 236,000 | 5,435 | 0.01% | 0.01% | 22 | +118,000 | 100.0% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 129,527 | 4,454 | 0.35% | 0.27% | 23 | -1,708 | -1.3% | Q1 2026 | May 01, 2026 |
| Inscription Capital, LLC | History | Reduced | 135,170 | 4,359 | 0.46% | 0.41% | 24 | -36,657 | -21.33% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 133,940 | 4,319 | 0.0% | 0.0% | 25 | +101,593 | 314.07% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 125,382 | 4,043 | 0.0% | 0.0% | 26 | +70,921 | 130.22% | Q1 2026 | May 05, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 115,852 | 3,736 | 2.44% | 1.97% | 27 | -16,447 | -12.43% | Q1 2026 | Apr 21, 2026 |
| Quadrature Capital Ltd | History | New | 89,318 | 2,880 | 0.03% | — | 28 | +89,318 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 89,213 | 2,877 | 0.0% | 0.0% | 29 | -37,111 | -29.38% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 83,543 | 2,694 | 0.21% | 0.17% | 30 | -7,812 | -8.55% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 80,072 | 2,582 | 0.0% | 0.0% | 31 | -24 | -0.03% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 70,675 | 2,279 | 0.0% | 0.0% | 32 | +4,900 | 7.45% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 67,855 | 2,188 | 0.0% | 0.0% | 33 | -1,982 | -2.84% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 63,290 | 2,042 | 0.0% | 0.0% | 34 | +12,852 | 25.48% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 57,400 | 1,851 | 0.0% | 0.0% | 35 | -34,600 | -37.61% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 57,052 | 1,839 | 0.09% | 0.06% | 36 | +3,610 | 6.75% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,931 | 1,822 | 0.0% | 0.0% | 37 | -541,260 | -90.63% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 55,000 | 1,773 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 55,000 | 1,773 | 0.12% | 0.09% | 39 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Reduced | 54,377 | 1,753 | 0.3% | 0.2% | 40 | -8,728 | -13.83% | Q1 2026 | Apr 22, 2026 |
| Marino Management, LLC | History | No change | 52,091 | 1,697 | 0.31% | 0.24% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 51,585 | 1,663 | 0.0% | 0.0% | 42 | -7,370 | -12.5% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 48,911 | 1,577 | 0.0% | 0.0% | 43 | +7,313 | 17.58% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 47,473 | 1,531 | 0.0% | 0.0% | 44 | -100 | -0.21% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 43,811 | 1,412 | 0.02% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OneAscent Financial Services LLC | History | New | 43,640 | 1,407 | 0.08% | — | 46 | +43,640 | New | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 42,466 | 1,369 | 0.05% | — | 47 | +42,466 | New | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 41,851 | 1,349 | 0.07% | 0.06% | 48 | -5,496 | -11.61% | Q1 2026 | Apr 08, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 41,682 | 1,344 | 0.02% | 0.01% | 49 | +19,876 | 91.15% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 38,865 | 1,253 | 0.01% | — | 50 | +38,865 | New | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 36,659 | 1,182 | 0.0% | 0.0% | 51 | -182,106 | -83.24% | Q1 2026 | May 14, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 35,180 | 1,134 | 0.25% | 0.17% | 52 | +3,832 | 12.22% | Q1 2026 | Apr 22, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 34,891 | 1,125 | 0.05% | 0.04% | 53 | -1,958 | -5.31% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 34,663 | 1,117 | 0.01% | 0.02% | 54 | -12,688 | -26.8% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 30,646 | 988 | 0.0% | 0.0% | 55 | -3,822 | -11.09% | Q1 2026 | May 07, 2026 |
| Avestar Capital, LLC | History | No change | 28,750 | 927 | 0.06% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | New | 28,639 | 923 | 0.24% | — | 57 | +28,639 | New | Q1 2026 | Apr 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 27,052 | 872 | 0.0% | 0.0% | 58 | +7,655 | 39.46% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 25,937 | 836 | 0.0% | 0.0% | 59 | +25,589 | 7353.16% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | No change | 25,200 | 812 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,844 | 768 | 0.0% | 0.0% | 61 | -1,701 | -6.66% | Q1 2026 | Apr 29, 2026 |
| Aspect Partners, LLC | History | No change | 23,629 | 762 | 0.31% | 0.24% | 62 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Emerald Investment Advisers, LLC | History | New | 23,586 | 760 | 0.07% | — | 63 | +23,586 | New | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 21,359 | 689 | 0.02% | 0.01% | 64 | +9,965 | 87.46% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 20,748 | 669 | 0.18% | 0.14% | 65 | -135 | -0.65% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | New | 19,588 | 631 | 0.0% | — | 66 | +19,588 | New | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,427 | 581 | 0.02% | 0.02% | 67 | -592 | -3.11% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Reduced | 17,864 | 576 | 0.0% | 0.0% | 68 | -4,401 | -19.77% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 17,076 | 550 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 16,396 | 528 | 0.0% | 0.0% | 70 | +1,164 | 7.64% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,277 | 525 | 0.0% | 0.0% | 71 | +7,118 | 77.72% | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | No change | 16,110 | 519 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 15,476 | 499 | 0.02% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kovack Advisors, Inc. | History | New | 15,432 | 497 | 0.03% | — | 74 | +15,432 | New | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 15,199 | 490 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 15,105 | 487 | 0.0% | 0.0% | 76 | -287 | -1.86% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 14,703 | 474 | 0.06% | — | 77 | +14,703 | New | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 14,608 | 471 | 0.02% | 0.02% | 78 | -10,260 | -41.26% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 14,240 | 459 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 14,000 | 452 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 13,845 | 447 | 0.03% | 0.05% | 81 | -13,694 | -49.73% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 13,055 | 421 | 0.0% | — | 82 | +13,055 | New | Q1 2026 | May 01, 2026 |
| BOS Asset Management, LLC | History | No change | 11,330 | 365 | 0.09% | 0.07% | 83 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | New | 15,391 | 354 | 0.0% | — | 84 | +15,391 | New | Q1 2026 | May 15, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 10,585 | 341 | 0.1% | 0.07% | 85 | +35 | 0.33% | Q1 2026 | Apr 21, 2026 |
| 1015 Capital Partners, LLC | History | Reduced | 9,900 | 319 | 0.31% | 0.27% | 86 | -1,850 | -15.74% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 9,630 | 310 | 0.01% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 9,600 | 309 | 0.02% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,329 | 300 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAVIS R M INC | History | No change | 9,150 | 295 | 0.01% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 9,100 | 293 | 0.07% | 0.04% | 91 | +2,684 | 41.83% | Q1 2026 | May 06, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 9,000 | 290 | 0.03% | 0.02% | 92 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | New | 8,626 | 278 | 0.0% | — | 93 | +8,626 | New | Q1 2026 | May 18, 2026 |
| Breakwater Investment Management | History | No change | 8,457 | 272 | 0.1% | 0.07% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,834 | 252 | 0.0% | 0.0% | 95 | +1,100 | 16.34% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,443 | 240 | 0.0% | — | 96 | +7,443 | New | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | New | 6,980 | 225 | 0.03% | — | 97 | +6,980 | New | Q1 2026 | Apr 14, 2026 |
| Cove Private Wealth, LLC | History | New | 6,978 | 225 | 0.05% | — | 98 | +6,978 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 6,929 | 223 | 0.0% | — | 99 | +6,929 | New | Q1 2026 | May 08, 2026 |
| Global Trust Wealth Management LLC | History | New | 6,915 | 223 | 0.17% | — | 100 | +6,915 | New | Q1 2026 | Apr 14, 2026 |
| Essential Partners LLC | History | No change | 6,830 | 220 | 0.07% | 0.05% | 101 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| St. Louis Trust Co | History | New | 6,565 | 211 | 0.02% | — | 102 | +6,565 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | New | 6,527 | 210 | 0.0% | — | 103 | +6,527 | New | Q1 2026 | Apr 15, 2026 |
| Alhambra Investment Management LLC | History | New | 6,487 | 209 | 0.1% | — | 104 | +6,487 | New | Q1 2026 | Apr 15, 2026 |
| Arlington Trust Co LLC | History | No change | 6,250 | 201 | 0.02% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5,000 | 161 | 0.02% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 6,418 | 147 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 4,049 | 129 | 0.01% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cordant, Inc. | History | No change | 3,038 | 97 | 0.04% | 0.03% | 109 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,868 | 92 | 0.01% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reflection Asset Management | History | No change | 3,926 | 92 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 2,536 | 81 | 0.02% | 0.01% | 112 | +1,034 | 68.84% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,456 | 78 | 0.0% | — | 113 | +2,456 | New | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,172 | 70 | 0.01% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,170 | 69 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 1,848 | 59 | 0.04% | — | 117 | +1,848 | New | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | No change | 1,840 | 59 | 0.01% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | No change | 1,753 | 56 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,700 | 54 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Gould Capital, LLC | History | No change | 1,500 | 48 | 0.03% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,141 | 36 | 0.0% | 0.0% | 121 | +1,000 | 709.22% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,500 | 34 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 920 | 29 | 0.0% | 0.0% | 124 | +370 | 67.27% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 900 | 29 | 0.01% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 809 | 26 | 0.02% | — | 125 | +809 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 800 | 25 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 739 | 25 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Reduced | 772 | 24 | 0.0% | 0.0% | 128 | -13 | -1.66% | Q1 2026 | May 06, 2026 |
| Asset Dedication, LLC | History | No change | 1,073 | 24 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 700 | 22 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 684 | 21 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Boreal Capital Management LLC | History | No change | 670 | 21 | 0.02% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 523 | 16 | 0.0% | — | 133 | +523 | New | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 459 | 14 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stephens Consulting, LLC | History | No change | 580 | 13 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 369 | 11 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 328 | 10 | 0.0% | 0.0% | 137 | -1 | -0.3% | Q1 2026 | Apr 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 435 | 9 | 0.0% | — | 138 | +435 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 279 | 8 | 0.0% | 0.0% | 139 | -30 | -9.71% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 158 | 5 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 150 | 4 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 122 | 3 | 0.0% | — | 143 | +100 | 454.55% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 93 | 2 | 0.0% | 0.0% | 144 | -1 | -1.06% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 40 | 1 | 0.0% | — | 145 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,586 | -100.0% | Q1 2026 | May 11, 2026 |
| Chandler Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -21,605 | -100.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -19,828 | -100.0% | Q1 2026 | May 14, 2026 |
| Sierra Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,649 | -100.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,103 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,101 | -100.0% | Q1 2026 | May 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -650 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -619 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -590 | -100.0% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11 | 0 | — | 0.0% | — | -35 | -76.09% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westend Capital Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |