iSHARES TRUST - HDV
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 | 4,083,741 | 554,245 | 0.04% | 0.04% | 1 | -432,852 | -9.58% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,481,196 | 472,468 | 0.03% | 0.02% | 2 | +101,004 | 2.99% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,317,662 | 450,273 | 0.12% | 0.1% | 3 | +385,695 | 13.15% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,551,933 | 210,628 | 0.03% | 0.03% | 4 | +90,858 | 6.22% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,406,343 | 190,868 | 0.04% | 0.03% | 5 | -140,268 | -9.07% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,297,163 | 175,622 | 0.01% | 0.01% | 6 | +76,415 | 6.26% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,282,003 | 173,992 | 0.03% | 0.02% | 7 | +30,442 | 2.43% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,190,571 | 161,584 | 0.04% | 0.03% | 8 | +292,568 | 32.58% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,046,437 | 141,108 | 0.07% | 0.06% | 9 | +174,957 | 20.08% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,003,439 | 136,186 | 0.07% | 0.03% | 10 | +402,805 | 67.06% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 968,381 | 131,428 | 0.04% | 0.04% | 11 | -5,881 | -0.6% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 902,142 | 122,440 | 0.03% | 0.02% | 12 | +163,263 | 22.1% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 893,886 | 121,318 | 0.3% | 0.23% | 13 | +63,458 | 7.64% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 859,700 | 116,678 | 0.02% | 0.01% | 14 | +401,200 | 87.5% | Q1 2026 | May 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 713,802 | 96,877 | 3.83% | 3.48% | 15 | -41,000 | -5.43% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 686,666 | 93,194 | 0.0% | 0.0% | 16 | +4,627 | 0.68% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 660,009 | 89,576 | 0.31% | 0.27% | 17 | -27,561 | -4.01% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 650,163 | 88,240 | 0.09% | 0.07% | 18 | +109,151 | 20.18% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 625,989 | 84,959 | 0.12% | 0.1% | 19 | -17,689 | -2.75% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 576,725 | 78,273 | 0.11% | 0.1% | 20 | -15,303 | -2.58% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 567,337 | 76,999 | 0.0% | 0.0% | 21 | +73,819 | 14.96% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 458,400 | 62,214 | 3.79% | 3.42% | 22 | +1,624 | 0.36% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 457,400 | 62,078 | 0.07% | 0.01% | 23 | +391,700 | 596.19% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 451,518 | 61,277 | 0.07% | 0.06% | 24 | +11,959 | 2.72% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 370,029 | 50,235 | 0.07% | 0.07% | 25 | -7,505 | -1.99% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 310,300 | 42,113 | 0.21% | 0.2% | 26 | +14,186 | 4.79% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 304,658 | 41,348 | 0.11% | 0.09% | 27 | -2,599 | -0.85% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 258,968 | 35,147 | 0.02% | 0.02% | 28 | -19,380 | -6.96% | Q1 2026 | May 07, 2026 |
| Townsend & Associates, Inc | History | Reduced | 264,119 | 35,077 | 3.03% | 3.45% | 29 | -40,518 | -13.3% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 257,027 | 34,883 | 0.16% | 0.06% | 30 | +148,942 | 137.8% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 282,746 | 34,384 | 0.01% | 0.01% | 31 | +9,499 | 3.48% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 244,692 | 33,209 | 0.0% | 0.0% | 32 | +149,273 | 156.44% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 244,482 | 33,181 | 0.18% | 0.14% | 33 | +20,966 | 9.38% | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 240,991 | 32,707 | 0.9% | 0.74% | 34 | +3,137 | 1.32% | Q1 2026 | Apr 27, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 235,382 | 31,943 | 9.33% | 8.13% | 35 | +6,646 | 2.91% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 223,646 | 29,966 | 0.06% | 0.04% | 36 | -43,107 | -16.16% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 204,873 | 27,805 | 0.11% | 0.09% | 37 | +19,389 | 10.45% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 202,013 | 27,417 | 0.05% | 0.05% | 38 | -4,202 | -2.04% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 197,250 | 26,770 | 0.36% | 0.31% | 39 | +14,897 | 8.17% | Q1 2026 | May 15, 2026 |
| Wharton Business Group, LLC | History | Added to | 192,438 | 26,117 | 0.99% | 0.88% | 40 | +1,415 | 0.74% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 183,596 | 24,918 | 0.06% | 0.06% | 41 | +10,393 | 6.0% | Q1 2026 | Apr 30, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 181,662 | 24,655 | 12.8% | 11.7% | 42 | -4,399 | -2.36% | Q1 2026 | Apr 27, 2026 |
| Simmons Bank | History | Reduced | 176,184 | 23,911 | 1.6% | 1.59% | 43 | -19,810 | -10.11% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 168,114 | 22,816 | 0.15% | 0.12% | 44 | +9,449 | 5.96% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 167,959 | 22,795 | 0.04% | 0.0% | 45 | +164,704 | 5060.03% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 165,115 | 22,409 | 0.02% | 0.02% | 46 | -21,582 | -11.56% | Q1 2026 | May 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 163,758 | 22,225 | 2.16% | 1.75% | 47 | +3,094 | 1.93% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Reduced | 161,458 | 21,913 | 0.16% | 0.16% | 48 | -1,831 | -1.12% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | New | 157,000 | 21,308 | 0.12% | — | 49 | +157,000 | New | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 156,153 | 21,193 | 0.03% | 0.03% | 50 | +3,518 | 2.3% | Q1 2026 | May 15, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 156,369 | 21,012 | 6.18% | 6.27% | 51 | +3,670 | 2.4% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 153,931 | 20,891 | 0.04% | 0.03% | 52 | +6,742 | 4.58% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Reduced | 153,260 | 20,800 | 0.01% | 0.01% | 53 | -695 | -0.45% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 164,676 | 20,026 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atwater Malick LLC | History | Added to | 141,303 | 19,177 | 5.18% | 4.09% | 55 | +19,382 | 15.9% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 139,033 | 18,869 | 0.16% | 0.12% | 56 | +1,918 | 1.4% | Q1 2026 | May 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 127,138 | 17,255 | 10.02% | 9.21% | 57 | +3,779 | 3.06% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 126,072 | 17,110 | 0.35% | 0.53% | 58 | -67,284 | -34.8% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 122,390 | 16,610 | 0.02% | 0.02% | 59 | -1,383 | -1.12% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 114,540 | 15,545 | 0.04% | 0.03% | 60 | +37,366 | 48.42% | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Added to | 114,530 | 15,544 | 3.21% | 2.81% | 61 | +4,985 | 4.55% | Q1 2026 | Apr 09, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 110,051 | 14,936 | 9.59% | 8.58% | 62 | +5,197 | 4.96% | Q1 2026 | Apr 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 109,626 | 14,878 | 0.0% | 0.0% | 63 | +8,038 | 7.91% | Q1 2026 | May 15, 2026 |
| SYKON CAPITAL LLC | History | Added to | 104,488 | 14,181 | 4.73% | 0.11% | 64 | +101,788 | 3769.93% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 101,266 | 13,710 | 0.5% | 0.35% | 65 | +25,358 | 33.41% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 100,702 | 13,667 | 0.11% | 0.1% | 66 | +2,290 | 2.33% | Q1 2026 | May 01, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 99,322 | 13,479 | 6.6% | 6.0% | 67 | +65 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 95,588 | 12,973 | 1.26% | 1.13% | 68 | +289 | 0.3% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 95,567 | 12,970 | 0.02% | 0.02% | 69 | -991 | -1.03% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 95,228 | 12,927 | 0.04% | 0.03% | 70 | +6,867 | 7.77% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 93,229 | 12,653 | 0.71% | 0.61% | 71 | +3,431 | 3.82% | Q1 2026 | Apr 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 90,250 | 12,248 | 1.35% | 1.16% | 72 | +422 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 89,919 | 12,203 | 1.64% | 1.62% | 73 | -9,320 | -9.39% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 91,280 | 11,100 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 81,015 | 10,995 | 0.12% | 0.12% | 75 | -7,559 | -8.53% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 90,109 | 10,958 | 0.71% | 0.71% | 76 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 78,016 | 10,588 | 0.03% | 0.03% | 77 | +410 | 0.53% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | Reduced | 75,685 | 10,272 | 0.45% | 0.41% | 78 | -36 | -0.05% | Q1 2026 | May 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 75,348 | 10,226 | 0.7% | 0.6% | 79 | +50 | 0.07% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 74,831 | 10,156 | 2.84% | 2.43% | 80 | +644 | 0.87% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | New | 73,235 | 9,939 | 0.12% | — | 81 | +73,235 | New | Q1 2026 | May 15, 2026 |
| Base Wealth Management LLC | History | Added to | 70,642 | 9,587 | 5.36% | 4.5% | 82 | +1,867 | 2.71% | Q1 2026 | Apr 29, 2026 |
| Forefront Analytics, LLC | History | Reduced | 68,087 | 9,240 | 8.4% | 7.44% | 83 | -1,221 | -1.76% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 67,832 | 9,206 | 0.1% | 0.04% | 84 | +43,416 | 177.82% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 64,805 | 8,795 | 0.06% | 0.05% | 85 | +874 | 1.37% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 64,628 | 8,771 | 0.03% | 0.0% | 86 | +62,300 | 2676.12% | Q1 2026 | May 15, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 63,898 | 8,672 | 3.31% | 2.78% | 87 | +6,341 | 11.02% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 63,021 | 8,553 | 0.01% | 0.01% | 88 | -2,321 | -3.55% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 60,781 | 8,249 | 7.08% | 6.47% | 89 | -611 | -1.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 67,061 | 8,155 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60,491 | 8,104 | 0.08% | 0.07% | 91 | +5,360 | 9.72% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 58,458 | 7,933 | 0.04% | 0.03% | 92 | +7,336 | 14.35% | Q1 2026 | May 05, 2026 |
| COWA, LLC | History | Added to | 57,386 | 7,788 | 2.1% | 2.07% | 93 | +1,392 | 2.49% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 57,188 | 7,761 | 0.22% | 0.19% | 94 | +371 | 0.65% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 55,730 | 7,563 | 0.13% | 0.11% | 95 | +1,110 | 2.03% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 55,262 | 7,500 | 0.0% | 0.0% | 96 | -111 | -0.2% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 53,867 | 7,310 | 0.0% | 0.0% | 97 | +135 | 0.25% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 53,509 | 7,262 | 0.01% | 0.01% | 98 | +4,466 | 9.11% | Q1 2026 | May 15, 2026 |
| Gray Private Wealth, LLC | History | Added to | 53,463 | 7,256 | 3.65% | 3.1% | 99 | +1,229 | 2.35% | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Reduced | 52,988 | 7,191 | 0.52% | 0.53% | 100 | -1,103 | -2.04% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 52,736 | 7,143 | 0.04% | 0.03% | 101 | +6,276 | 13.51% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 52,411 | 7,113 | 0.1% | 0.1% | 102 | -9,521 | -15.37% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,928 | 7,047 | 0.0% | 0.0% | 103 | +2,135 | 4.29% | Q1 2026 | May 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 50,616 | 6,869 | 0.83% | 0.81% | 104 | -2,652 | -4.98% | Q1 2026 | May 05, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 48,863 | 6,631 | 1.05% | 1.09% | 105 | +237 | 0.49% | Q1 2026 | Apr 17, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 48,632 | 6,600 | 3.27% | 2.95% | 106 | +76 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 48,037 | 6,519 | 0.25% | 0.17% | 107 | +4,503 | 10.34% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 47,438 | 6,438 | 0.09% | 0.08% | 108 | +2,669 | 5.96% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 47,783 | 6,433 | 0.01% | 0.02% | 109 | -75,765 | -61.32% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 46,611 | 6,326 | 0.04% | 0.0% | 110 | +43,024 | 1199.44% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,888 | 6,323 | 0.04% | 0.04% | 111 | +2,333 | 4.71% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | New | 47,030 | 6,301 | 0.76% | — | 112 | +47,030 | New | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 46,230 | 6,274 | 0.01% | 0.01% | 113 | +1,524 | 3.41% | Q1 2026 | May 14, 2026 |
| Paller Financial Services Inc | History | Added to | 44,020 | 5,974 | 4.94% | 4.24% | 114 | +548 | 1.26% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning, LLC | History | Added to | 43,578 | 5,915 | 1.34% | 1.06% | 115 | +6,180 | 16.52% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 42,841 | 5,814 | 0.37% | 0.3% | 116 | +5,651 | 15.19% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 42,070 | 5,710 | 0.65% | 0.53% | 117 | +3,422 | 8.85% | Q1 2026 | Apr 16, 2026 |
| Convergence Financial, LLC | History | Added to | 40,774 | 5,533 | 0.59% | 0.67% | 118 | +3,014 | 7.98% | Q1 2026 | May 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 39,698 | 5,387 | 0.78% | 0.68% | 119 | +500 | 1.28% | Q1 2026 | Apr 20, 2026 |
| Farrow Financial, Inc. | History | Reduced | 39,346 | 5,340 | 3.03% | 2.77% | 120 | -317 | -0.8% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 43,035 | 5,233 | 0.33% | 0.33% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 38,496 | 5,224 | 0.12% | 0.09% | 122 | +6,802 | 21.46% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 38,391 | 5,210 | 0.04% | 0.04% | 123 | -2,458 | -6.02% | Q1 2026 | Apr 15, 2026 |
| Broussard Financial Group LLC | History | Added to | 37,827 | 5,133 | 4.11% | 3.72% | 124 | +82 | 0.22% | Q1 2026 | Apr 29, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 37,776 | 5,126 | 2.0% | 1.81% | 125 | +84 | 0.22% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 37,769 | 5,125 | 0.01% | 0.01% | 126 | -945 | -2.44% | Q1 2026 | May 08, 2026 |
| Embree Financial Group | History | Added to | 37,401 | 5,076 | 0.6% | 0.51% | 127 | +2,943 | 8.54% | Q1 2026 | Apr 23, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 37,295 | 5,061 | 1.33% | 1.07% | 128 | -338 | -0.9% | Q1 2026 | May 11, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 36,844 | 5,000 | 3.48% | 3.98% | 129 | +1,569 | 4.45% | Q1 2026 | Apr 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 36,679 | 4,978 | 0.42% | 0.38% | 130 | -756 | -2.02% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 36,522 | 4,956 | 0.01% | — | 131 | +36,522 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 35,482 | 4,815 | 0.01% | 0.0% | 132 | +34,292 | 2881.68% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 35,447 | 4,810 | 0.21% | 0.21% | 133 | -1,040 | -2.85% | Q1 2026 | Apr 28, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 34,675 | 4,706 | 3.84% | 3.4% | 134 | +677 | 1.99% | Q1 2026 | May 04, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 33,901 | 4,601 | 0.98% | 0.94% | 135 | -256 | -0.75% | Q1 2026 | Apr 09, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 33,822 | 4,590 | 0.69% | 0.51% | 136 | +6,214 | 22.51% | Q1 2026 | Apr 15, 2026 |
| GODSEY & GIBB, INC | History | Added to | 33,726 | 4,577 | 0.4% | 0.36% | 137 | +1,038 | 3.18% | Q1 2026 | Apr 20, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 33,666 | 4,569 | 2.22% | 2.12% | 138 | -1,298 | -3.71% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 33,644 | 4,566 | 0.04% | 0.04% | 139 | +7,161 | 27.04% | Q1 2026 | May 15, 2026 |
| J2 Capital Management Inc | History | Reduced | 32,716 | 4,440 | 3.04% | 4.13% | 140 | -13,798 | -29.66% | Q1 2026 | Apr 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 32,398 | 4,396 | 0.48% | 0.43% | 141 | -103 | -0.32% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,022 | 4,346 | 0.07% | 0.08% | 142 | +72 | 0.23% | Q1 2026 | May 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,917 | 4,331 | 0.06% | 0.05% | 143 | +3,470 | 12.2% | Q1 2026 | May 12, 2026 |
| Wolff Financial Management LLC | History | Reduced | 31,768 | 4,311 | 0.95% | 0.88% | 144 | -310 | -0.97% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,903 | 4,194 | 0.06% | 0.05% | 145 | +10,481 | 51.32% | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 30,152 | 4,092 | 0.6% | 0.68% | 146 | -243 | -0.8% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 30,148 | 4,091 | 0.02% | 0.02% | 147 | -688 | -2.23% | Q1 2026 | May 14, 2026 |
| JB Capital LLC | History | Added to | 29,856 | 4,052 | 0.16% | 0.05% | 148 | +20,697 | 225.97% | Q1 2026 | Apr 27, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 33,256 | 4,052 | 0.01% | 0.01% | 149 | +16,628 | 100.0% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 29,605 | 4,018 | 0.17% | 0.16% | 150 | -98 | -0.33% | Q1 2026 | Apr 30, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 29,498 | 4,003 | 0.41% | 0.35% | 151 | +81 | 0.28% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 29,724 | 3,994 | 0.21% | 0.08% | 152 | +14,800 | 99.17% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,228 | 3,966 | 0.13% | 0.07% | 153 | +30 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Allen Investment Management, LLC | History | No change | 29,195 | 3,962 | 0.05% | 0.04% | 154 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 29,158 | 3,957 | 0.53% | 0.42% | 155 | +3,871 | 15.31% | Q1 2026 | Apr 08, 2026 |
| AMG National Trust Bank | History | Added to | 28,790 | 3,907 | 0.08% | 0.06% | 156 | +7,843 | 37.44% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,737 | 3,900 | 0.01% | 0.01% | 157 | +739 | 2.64% | Q1 2026 | May 14, 2026 |
| AtlasMark Financial, Inc | History | No change | 31,582 | 3,840 | 2.48% | 2.48% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 32,236 | 3,838 | 0.0% | 0.0% | 159 | +1,336 | 4.32% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 28,049 | 3,806 | 0.14% | 0.08% | 160 | +9,650 | 52.45% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 27,592 | 3,744 | 0.0% | 0.0% | 161 | +1,586 | 6.1% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,391 | 3,717 | 0.02% | 0.02% | 162 | -232 | -0.84% | Q1 2026 | May 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 26,887 | 3,649 | 0.44% | 0.38% | 163 | +826 | 3.17% | Q1 2026 | Apr 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 26,831 | 3,641 | 0.01% | 0.0% | 164 | +1,656 | 6.58% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 26,771 | 3,633 | 0.36% | 0.03% | 165 | +24,577 | 1120.19% | Q1 2026 | Apr 30, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 26,718 | 3,626 | 0.47% | 0.43% | 166 | +1,133 | 4.43% | Q1 2026 | Apr 17, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 26,507 | 3,597 | 0.52% | 0.48% | 167 | -824 | -3.01% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 26,086 | 3,540 | 0.06% | 0.05% | 168 | +886 | 3.52% | Q1 2026 | Apr 27, 2026 |
| High Point Wealth Management, LLC | History | Added to | 25,773 | 3,497 | 3.38% | 2.86% | 169 | +736 | 2.94% | Q1 2026 | Apr 08, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 25,688 | 3,486 | 0.96% | 0.85% | 170 | +486 | 1.93% | Q1 2026 | May 08, 2026 |
| Investment Research Partners LLC | History | Reduced | 25,648 | 3,480 | 1.42% | 1.35% | 171 | -172 | -0.67% | Q1 2026 | Apr 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 25,383 | 3,445 | 0.11% | 0.21% | 172 | -28,581 | -52.96% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 24,888 | 3,377 | 0.0% | 0.0% | 173 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 24,770 | 3,361 | 0.08% | 0.07% | 174 | -350 | -1.39% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 24,501 | 3,325 | 0.02% | 0.02% | 175 | +787 | 3.32% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 24,494 | 3,324 | 0.06% | — | 176 | +24,494 | New | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Reduced | 24,130 | 3,274 | 0.43% | 0.4% | 177 | -908 | -3.63% | Q1 2026 | Apr 09, 2026 |
| Auto-Owners Insurance Co | History | No change | 23,800 | 3,230 | 0.07% | 0.06% | 178 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 23,551 | 3,196 | 0.16% | 0.15% | 179 | -174 | -0.73% | Q1 2026 | Apr 15, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 23,369 | 3,171 | 1.09% | 0.99% | 180 | +48 | 0.21% | Q1 2026 | May 13, 2026 |
| GSG Advisors LLC | History | Added to | 23,329 | 3,166 | 0.82% | 0.72% | 181 | +464 | 2.03% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 116,175 | 3,139 | 0.06% | 0.08% | 182 | +102,644 | 758.58% | Q1 2026 | May 01, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 22,558 | 3,061 | 0.71% | 0.64% | 183 | -308 | -1.35% | Q1 2026 | Apr 17, 2026 |
| PlanVest Financial, Inc | History | New | 22,139 | 3,004 | 2.28% | — | 184 | +22,139 | New | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 22,103 | 2,999 | 0.79% | 0.75% | 185 | -619 | -2.72% | Q1 2026 | Apr 20, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 21,615 | 2,933 | 2.0% | 2.32% | 186 | -5,318 | -19.75% | Q1 2026 | Apr 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 21,601 | 2,931 | 0.19% | 0.13% | 187 | +4,757 | 28.24% | Q1 2026 | Apr 17, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 21,514 | 2,919 | 0.61% | 0.59% | 188 | -107 | -0.49% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,473 | 2,914 | 0.11% | 0.11% | 189 | +1,134 | 5.58% | Q1 2026 | May 19, 2026 |
| American State Bank (Iowa) | History | Reduced | 21,418 | 2,906 | 1.4% | 1.28% | 190 | -492 | -2.25% | Q1 2026 | Apr 14, 2026 |
| FC Advisory LLC | History | Reduced | 21,312 | 2,892 | 0.84% | 0.76% | 191 | -368 | -1.7% | Q1 2026 | Apr 14, 2026 |
| Indivisible Partners | History | Added to | 21,217 | 2,879 | 0.25% | 0.24% | 192 | +2,759 | 14.95% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,924 | 2,839 | 0.01% | 0.01% | 193 | -89 | -0.42% | Q1 2026 | May 13, 2026 |
| Ironwood Financial, llc | History | Added to | 20,842 | 2,828 | 0.49% | 0.43% | 194 | +606 | 2.99% | Q1 2026 | Apr 16, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 20,806 | 2,824 | 1.4% | 1.38% | 195 | -1,041 | -4.76% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,691 | 2,808 | 0.02% | 0.01% | 196 | +12,301 | 146.62% | Q1 2026 | Apr 07, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 20,530 | 2,786 | 0.74% | 1.01% | 197 | -7,974 | -27.98% | Q1 2026 | Apr 09, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 20,472 | 2,778 | 0.08% | 0.07% | 198 | -38 | -0.19% | Q1 2026 | May 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 20,282 | 2,752 | 0.65% | 0.54% | 199 | +1,160 | 6.07% | Q1 2026 | Apr 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 20,270 | 2,751 | 0.35% | — | 200 | +20,270 | New | Q1 2026 | May 18, 2026 |
| Klingman & Associates, LLC | History | Reduced | 20,225 | 2,744 | 0.13% | 0.12% | 201 | -417 | -2.02% | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | No change | 22,450 | 2,744 | 0.14% | 0.14% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 20,211 | 2,743 | 0.16% | 0.14% | 203 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gerald Baker Financial Group LLC | History | New | 19,939 | 2,706 | 0.86% | — | 205 | +19,939 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 19,945 | 2,706 | 0.08% | 0.1% | 204 | -7,519 | -27.38% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 19,812 | 2,688 | 0.29% | 0.28% | 206 | -537 | -2.64% | Q1 2026 | Apr 24, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 19,428 | 2,636 | 0.52% | 0.46% | 207 | -412 | -2.08% | Q1 2026 | Apr 15, 2026 |
| NORDEN GROUP LLC | History | Added to | 19,322 | 2,622 | 0.25% | 0.23% | 208 | +100 | 0.52% | Q1 2026 | Apr 15, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 19,277 | 2,616 | 1.44% | 1.12% | 209 | +2,356 | 13.92% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 19,168 | 2,601 | 0.05% | 0.04% | 210 | -145 | -0.75% | Q1 2026 | May 07, 2026 |
| Capital Squared Financial LLC | History | Added to | 18,945 | 2,571 | 1.96% | 1.64% | 211 | +1,672 | 9.68% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 18,857 | 2,559 | 0.01% | 0.01% | 212 | +3,560 | 23.27% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 18,821 | 2,554 | 0.03% | 0.03% | 213 | -1,203 | -6.01% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 18,679 | 2,535 | 0.09% | 0.09% | 214 | -510 | -2.66% | Q1 2026 | Apr 20, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 18,627 | 2,528 | 0.02% | 0.02% | 215 | -16,164 | -46.46% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 18,538 | 2,515 | 0.01% | — | 216 | +18,538 | New | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | No change | 18,487 | 2,509 | 0.48% | 0.43% | 217 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 18,483 | 2,508 | 0.44% | 0.39% | 218 | +112 | 0.61% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 18,458 | 2,505 | 0.11% | 0.1% | 219 | -342 | -1.82% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 18,598 | 2,501 | 0.05% | 0.05% | 220 | -30 | -0.16% | Q1 2026 | Apr 28, 2026 |
| Calamos Advisors LLC | History | New | 18,211 | 2,471 | 0.01% | — | 222 | +18,211 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 18,211 | 2,471 | 0.09% | 0.07% | 221 | +1,492 | 8.92% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,195 | 2,469 | 0.0% | 0.0% | 223 | +7,162 | 64.91% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | Added to | 18,157 | 2,464 | 0.36% | 0.31% | 224 | +485 | 2.74% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 18,123 | 2,459 | 0.02% | 0.02% | 225 | +874 | 5.07% | Q1 2026 | May 01, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 18,061 | 2,451 | 0.2% | 0.17% | 226 | -99 | -0.55% | Q1 2026 | May 13, 2026 |
| HFG Advisors, Inc. | History | Added to | 17,875 | 2,425 | 1.71% | 1.56% | 227 | +195 | 1.1% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 17,816 | 2,418 | 0.03% | 0.03% | 228 | -2,726 | -13.27% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 17,644 | 2,394 | 0.08% | 0.04% | 229 | -256 | -1.43% | Q1 2026 | Apr 29, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 17,588 | 2,387 | 0.61% | 0.55% | 230 | -53 | -0.3% | Q1 2026 | Apr 22, 2026 |
| Fiduciary Group, LLC | History | Reduced | 17,578 | 2,385 | 0.2% | 0.18% | 231 | -160 | -0.9% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 17,542 | 2,381 | 0.02% | 0.02% | 232 | -587 | -3.24% | Q1 2026 | May 14, 2026 |
| Apex Wealth Management, LLC | History | New | 17,234 | 2,339 | 1.6% | — | 233 | +17,234 | New | Q1 2026 | Apr 15, 2026 |
| MCF Advisors LLC | History | Added to | 17,166 | 2,329 | 0.1% | 0.09% | 234 | +3,633 | 26.85% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 17,002 | 2,307 | 0.03% | 0.03% | 235 | +324 | 1.94% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 16,892 | 2,292 | 0.01% | 0.01% | 236 | +992 | 6.24% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 16,821 | 2,282 | 0.3% | 0.25% | 237 | +1,240 | 7.96% | Q1 2026 | May 01, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 16,820 | 2,282 | 1.93% | 1.72% | 238 | -632 | -3.62% | Q1 2026 | Apr 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 16,785 | 2,278 | 0.83% | 0.51% | 240 | +6,165 | 58.05% | Q1 2026 | Apr 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 16,788 | 2,278 | 0.64% | 0.58% | 239 | +10 | 0.06% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 16,699 | 2,266 | 0.03% | 0.03% | 241 | -1,045 | -5.89% | Q1 2026 | May 08, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 16,660 | 2,261 | 0.96% | 0.82% | 243 | +515 | 3.19% | Q1 2026 | Apr 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 16,664 | 2,261 | 0.01% | 0.01% | 242 | +83 | 0.5% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 16,575 | 2,249 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 16,315 | 2,214 | 1.43% | 1.26% | 245 | -73 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,604 | 2,205 | 0.05% | 0.05% | 246 | +548 | 3.41% | Q1 2026 | May 04, 2026 |
| Targeted Financial Services LLC | History | Reduced | 16,199 | 2,198 | 1.8% | 1.72% | 247 | -268 | -1.63% | Q1 2026 | Apr 15, 2026 |
| WOODSTOCK CORP | History | No change | 16,180 | 2,195 | 0.2% | 0.17% | 248 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 16,131 | 2,189 | 0.24% | 0.21% | 249 | -146 | -0.9% | Q1 2026 | Apr 22, 2026 |
| LOM Asset Management Ltd | History | Reduced | 16,132 | 2,189 | 0.63% | 0.57% | 250 | -54 | -0.33% | Q1 2026 | May 05, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 16,087 | 2,183 | 0.4% | 0.35% | 251 | -187 | -1.15% | Q1 2026 | May 11, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 17,827 | 2,167 | 0.33% | 0.33% | 252 | -924 | -4.93% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | New | 15,860 | 2,152 | 0.08% | — | 253 | +15,860 | New | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 15,815 | 2,146 | 0.1% | 0.09% | 254 | -106 | -0.67% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 15,732 | 2,135 | 0.17% | 0.13% | 255 | +1,021 | 6.94% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 15,609 | 2,118 | 0.0% | 0.0% | 256 | +13,870 | 797.58% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 15,548 | 2,110 | 0.11% | 0.1% | 257 | -926 | -5.62% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,394 | 2,089 | 0.05% | 0.01% | 258 | +13,488 | 707.66% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 14,974 | 2,032 | 0.12% | 0.11% | 259 | -55 | -0.37% | Q1 2026 | May 13, 2026 |
| Cooper Financial Group | History | Reduced | 14,812 | 2,010 | 0.2% | 0.2% | 260 | -702 | -4.52% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 14,786 | 2,006 | 0.08% | 0.1% | 261 | -8,215 | -35.72% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,747 | 2,001 | 0.01% | 0.01% | 262 | +207 | 1.42% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 14,663 | 1,990 | 0.16% | — | 263 | +14,663 | New | Q1 2026 | Apr 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 72,616 | 1,971 | 0.01% | 0.01% | 264 | +56,534 | 351.54% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 14,458 | 1,962 | 0.11% | 0.1% | 265 | -3,877 | -21.15% | Q1 2026 | May 14, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 14,405 | 1,955 | 0.82% | 1.01% | 266 | -4,941 | -25.54% | Q1 2026 | Apr 21, 2026 |
| Twin Tree Management, LP | History | New | 14,162 | 1,922 | 0.04% | — | 267 | +14,162 | New | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 14,158 | 1,921 | 0.11% | 0.11% | 268 | -1,095 | -7.18% | Q1 2026 | May 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 14,069 | 1,909 | 0.14% | 0.12% | 269 | -245 | -1.71% | Q1 2026 | May 06, 2026 |
| RDA Financial Network | History | Added to | 14,051 | 1,907 | 0.48% | 0.39% | 270 | +583 | 4.33% | Q1 2026 | Apr 08, 2026 |
| HOWE & RUSLING INC | History | Added to | 13,861 | 1,881 | 0.12% | 0.1% | 271 | +1,257 | 9.97% | Q1 2026 | Apr 28, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 13,813 | 1,874 | 0.88% | 0.73% | 272 | -176 | -1.26% | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 13,790 | 1,871 | 0.42% | 0.41% | 273 | -765 | -5.26% | Q1 2026 | Apr 02, 2026 |
| Avail Investment Partners, LLC | History | New | 13,428 | 1,822 | 1.95% | — | 274 | +13,428 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,404 | 1,819 | 0.02% | 0.02% | 275 | +80 | 0.6% | Q1 2026 | Apr 20, 2026 |
| NCM Capital Management, LLC | History | Reduced | 13,339 | 1,810 | 0.65% | 0.6% | 276 | -22 | -0.16% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,259 | 1,799 | 0.11% | 0.1% | 277 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,229 | 1,795 | 0.05% | 0.04% | 278 | +123 | 0.94% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 13,115 | 1,779 | 0.08% | 0.07% | 279 | +1,397 | 11.92% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | No change | 12,833 | 1,741 | 0.06% | 0.05% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 12,650 | 1,716 | 0.19% | 0.17% | 281 | +175 | 1.4% | Q1 2026 | May 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 12,581 | 1,707 | 0.05% | 0.04% | 282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 12,494 | 1,695 | 0.22% | 0.18% | 283 | +130 | 1.05% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,456 | 1,690 | 0.04% | 0.04% | 284 | -1,357 | -9.82% | Q1 2026 | May 01, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 12,366 | 1,678 | 0.26% | 0.24% | 285 | +110 | 0.9% | Q1 2026 | May 07, 2026 |
| INVESTED ADVISORS | History | Added to | 12,220 | 1,658 | 1.67% | 1.53% | 286 | +51 | 0.42% | Q1 2026 | Apr 29, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 12,192 | 1,654 | 0.12% | 0.12% | 287 | +75 | 0.62% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 12,126 | 1,645 | 0.65% | 0.69% | 288 | -1,909 | -13.6% | Q1 2026 | May 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 12,020 | 1,631 | 0.74% | 0.68% | 289 | +813 | 7.25% | Q1 2026 | Apr 20, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 11,951 | 1,621 | 0.54% | 0.48% | 290 | +75 | 0.63% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,816 | 1,603 | 0.01% | 0.01% | 291 | +3,717 | 45.89% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 11,703 | 1,588 | 0.13% | 0.1% | 292 | +1,573 | 15.53% | Q1 2026 | May 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 11,695 | 1,587 | 0.09% | — | 293 | +11,695 | New | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 11,503 | 1,561 | 0.29% | 0.26% | 294 | -1,341 | -10.44% | Q1 2026 | May 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,424 | 1,550 | 0.05% | 0.05% | 295 | +17 | 0.15% | Q1 2026 | Apr 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 11,233 | 1,524 | 0.17% | 0.16% | 296 | -255 | -2.22% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | Added to | 11,219 | 1,522 | 0.03% | 0.03% | 297 | +1,158 | 11.51% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,195 | 1,519 | 0.01% | 0.0% | 298 | +1,895 | 20.38% | Q1 2026 | May 14, 2026 |
| Beacon Bank & Trust | History | Added to | 11,115 | 1,508 | 0.31% | 0.27% | 299 | +330 | 3.06% | Q1 2026 | Apr 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 10,796 | 1,465 | 0.49% | 1.3% | 300 | -16,652 | -60.67% | Q1 2026 | Apr 17, 2026 |