iSHARES TRUST - HYDB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | History | No change | 5,057,726 | 235,285 | 57.92% | 32.18% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 2,116,815 | 98,474 | 1.11% | 1.02% | 2 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,514,236 | 70,442 | 0.55% | 0.54% | 3 | +87,247 | 6.11% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,428,227 | 66,441 | 0.0% | 0.01% | 4 | -1,780,019 | -55.48% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,185,496 | 55,149 | 0.01% | 0.01% | 5 | +38,528 | 3.36% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 932,601 | 43,381 | 0.01% | 0.01% | 6 | +375,580 | 67.43% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 719,874 | 33,488 | 0.01% | 0.02% | 7 | -412,192 | -36.41% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 504,163 | 23,453 | 0.0% | 0.0% | 8 | +67,692 | 15.51% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 484,187 | 22,524 | 0.37% | 0.27% | 9 | +161,093 | 49.86% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 428,189 | 19,919 | 2.73% | 2.73% | 10 | +13,336 | 3.21% | Q1 2026 | Apr 23, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 394,128 | 18,334 | 5.12% | 4.45% | 11 | +64,924 | 19.72% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 385,864 | 18,058 | 2.41% | 2.62% | 12 | +32,933 | 9.33% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 373,840 | 17,391 | 0.46% | 0.33% | 13 | +155,558 | 71.26% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 364,714 | 16,966 | 0.03% | 0.03% | 14 | +19,869 | 5.76% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 357,576 | 16,634 | 1.85% | — | 15 | +357,576 | New | Q1 2026 | May 07, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 293,361 | 13,647 | 1.33% | 1.34% | 16 | -1,479 | -0.5% | Q1 2026 | May 06, 2026 |
| Boyd Wealth Management, LLC | History | New | 288,504 | 13,421 | 5.67% | — | 18 | +288,504 | New | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 288,508 | 13,421 | 0.01% | 0.02% | 17 | -13,294 | -4.4% | Q1 2026 | May 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 247,330 | 11,501 | 2.78% | 2.96% | 19 | -28,783 | -10.42% | Q1 2026 | Apr 17, 2026 |
| TL Private Wealth | History | Added to | 226,924 | 10,618 | 4.19% | 4.03% | 20 | +7,089 | 3.22% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 222,118 | 10,333 | 0.02% | 0.02% | 21 | -28,156 | -11.25% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 217,378 | 10,016 | 0.14% | 0.08% | 22 | +95,433 | 78.26% | Q1 2026 | Apr 30, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 200,000 | 9,304 | 0.04% | 0.03% | 23 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 190,521 | 8,863 | 0.0% | 0.0% | 24 | +18,903 | 11.01% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 172,616 | 8,030 | 0.04% | 0.02% | 25 | +103,444 | 149.55% | Q1 2026 | Apr 24, 2026 |
| MA Private Wealth | History | Reduced | 155,838 | 7,249 | 1.23% | 1.6% | 26 | -47,118 | -23.22% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 154,876 | 7,204 | 0.0% | 0.0% | 27 | +132,816 | 602.07% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 142,026 | 6,607 | 0.01% | 0.01% | 28 | -18,458 | -11.5% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 139,857 | 6,506 | 1.8% | 1.64% | 29 | +9,659 | 7.42% | Q1 2026 | May 12, 2026 |
| Arch Global Advisors, LLC | History | New | 136,339 | 6,342 | 3.31% | — | 30 | +136,339 | New | Q1 2026 | Apr 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 134,104 | 6,238 | 4.4% | 4.2% | 31 | +9,555 | 7.67% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 125,788 | 5,851 | 0.03% | 0.0% | 32 | +96,743 | 333.08% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 122,760 | 5,812 | 0.04% | 0.0% | 33 | +112,654 | 1114.72% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 119,315 | 5,550 | 0.16% | 0.32% | 34 | -98,497 | -45.22% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 116,599 | 5,424 | 0.04% | 0.04% | 35 | +3,618 | 3.2% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 105,420 | 4,904 | 1.9% | 1.67% | 36 | +32,199 | 43.98% | Q1 2026 | Apr 22, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 105,072 | 4,887 | 3.48% | 3.6% | 37 | +3,143 | 3.08% | Q1 2026 | May 19, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 104,985 | 4,883 | 0.1% | — | 38 | +104,985 | New | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 101,204 | 4,792 | 0.23% | 0.23% | 39 | -2,308 | -2.23% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 101,890 | 4,739 | 0.38% | 0.38% | 40 | +16,371 | 19.14% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 90,659 | 4,177 | 0.0% | 0.0% | 41 | -113,309 | -55.55% | Q1 2026 | May 13, 2026 |
| Provident Living Financial Services, Inc. | History | Reduced | 89,430 | 4,160 | 4.59% | 4.22% | 42 | -1,312 | -1.45% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 86,326 | 4,015 | 0.08% | 0.07% | 43 | +23,446 | 37.29% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 79,704 | 3,707 | 0.01% | 0.02% | 44 | -115,033 | -59.07% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 77,334 | 3,597 | 0.03% | 0.02% | 45 | +21,547 | 38.62% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 76,465 | 3,557 | 0.01% | 0.02% | 46 | -33,084 | -30.2% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 69,206 | 3,219 | 0.1% | 0.09% | 47 | +6,789 | 10.88% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | New | 67,982 | 3,162 | 0.0% | — | 48 | +67,982 | New | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 59,257 | 2,756 | 0.0% | 0.0% | 49 | +14,769 | 33.2% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 58,794 | 2,735 | 0.01% | 0.02% | 50 | -36,341 | -38.2% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 58,378 | 2,715 | 0.01% | 0.01% | 51 | -18,485 | -24.05% | Q1 2026 | May 06, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 56,020 | 2,606 | 1.68% | 1.8% | 52 | +131 | 0.23% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 55,169 | 2,566 | 0.03% | 0.03% | 53 | -5,079 | -8.43% | Q1 2026 | May 08, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 54,322 | 2,527 | 0.47% | 0.48% | 54 | -82 | -0.15% | Q1 2026 | May 05, 2026 |
| TFB Advisors LLC | History | Added to | 47,162 | 2,193 | 1.15% | 0.56% | 55 | +5,137 | 12.22% | Q1 2026 | Apr 20, 2026 |
| Advisory Resource Group | History | Added to | 45,586 | 2,120 | 0.36% | 0.35% | 56 | +3,176 | 7.49% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 42,283 | 1,966 | 0.21% | 0.07% | 57 | +28,290 | 202.17% | Q1 2026 | Apr 22, 2026 |
| Continuum Advisory, LLC | History | Added to | 41,882 | 1,948 | 0.19% | 0.2% | 58 | +43 | 0.1% | Q1 2026 | Apr 22, 2026 |
| Sonoma Allocations LLC | History | Added to | 40,834 | 1,900 | 0.66% | 0.26% | 60 | +24,262 | 146.4% | Q1 2026 | May 19, 2026 |
| Sovran Advisors, LLC | History | Added to | 40,364 | 1,900 | 0.15% | 0.15% | 59 | +3,821 | 10.46% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 36,943 | 1,718 | 0.0% | 0.0% | 61 | +35,288 | 2132.21% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Added to | 36,902 | 1,716 | 0.12% | 0.13% | 62 | +82 | 0.22% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 36,625 | 1,704 | 0.0% | 0.0% | 63 | +20,929 | 133.34% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 36,604 | 1,702 | 0.06% | 0.0% | 64 | +2,356 | 6.88% | Q1 2026 | Apr 23, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 36,549 | 1,700 | 1.02% | 0.95% | 65 | +1,561 | 4.46% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 35,221 | 1,667 | 0.26% | 0.26% | 66 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 33,681 | 1,566 | 0.09% | 0.08% | 67 | +4,060 | 13.71% | Q1 2026 | Apr 29, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 33,119 | 1,540 | 0.31% | 0.19% | 68 | +12,220 | 58.47% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,166 | 1,496 | 0.0% | 0.0% | 69 | +8,928 | 38.42% | Q1 2026 | May 05, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 31,399 | 1,487 | 0.39% | 0.39% | 70 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avestar Capital, LLC | History | Reduced | 31,725 | 1,475 | 0.09% | 0.1% | 71 | -225 | -0.7% | Q1 2026 | May 13, 2026 |
| Apollon Financial, LLC | History | Added to | 30,621 | 1,424 | 0.2% | 0.11% | 72 | +14,589 | 91.0% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Reduced | 30,032 | 1,397 | 0.0% | 0.0% | 73 | -222,985 | -88.13% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Added to | 29,100 | 1,353 | 0.1% | 0.0% | 74 | +27,966 | 2466.14% | Q1 2026 | Apr 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 28,669 | 1,333 | 0.6% | 0.56% | 75 | +2,734 | 10.54% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 27,176 | 1,264 | 0.0% | 0.0% | 76 | -3,830 | -12.35% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | Reduced | 24,496 | 1,139 | 0.29% | 0.35% | 77 | -1,899 | -7.19% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 23,756 | 1,105 | 0.0% | 0.0% | 78 | +663 | 2.87% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,081 | 1,069 | 0.01% | 0.01% | 79 | +7,932 | 52.36% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 22,939 | 1,067 | 0.0% | 0.0% | 80 | +7,039 | 44.27% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 22,767 | 1,059 | 0.02% | 0.02% | 81 | +1,953 | 9.38% | Q1 2026 | May 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 22,261 | 1,036 | 0.01% | 0.02% | 82 | -15,328 | -40.78% | Q1 2026 | Apr 07, 2026 |
| Trek Financial, LLC | History | Added to | 20,412 | 949 | 0.05% | 0.05% | 83 | +2,331 | 12.89% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 19,403 | 902 | 0.02% | 0.01% | 84 | +7,816 | 67.45% | Q1 2026 | Apr 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 18,816 | 875 | 0.05% | 0.05% | 85 | +11 | 0.06% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 18,159 | 842 | 0.01% | 0.01% | 86 | -1,618 | -8.18% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,987 | 836 | 0.0% | 0.0% | 87 | +13,702 | 319.77% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 17,228 | 801 | 0.0% | 0.0% | 88 | -54,258 | -75.9% | Q1 2026 | May 05, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 16,892 | 785 | 0.48% | 0.68% | 89 | -3,743 | -18.14% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,753 | 779 | 0.0% | 0.0% | 90 | +1,736 | 11.56% | Q1 2026 | Apr 30, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 16,641 | 774 | 0.28% | 2.21% | 91 | -110,394 | -86.9% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,162 | 752 | 0.0% | 0.0% | 92 | -2,654 | -14.11% | Q1 2026 | Apr 22, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 15,063 | 700 | 0.36% | 0.35% | 93 | +1,299 | 9.44% | Q1 2026 | Apr 20, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 14,843 | 690 | 0.15% | 0.15% | 94 | +178 | 1.21% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 14,669 | 682 | 0.0% | 0.0% | 95 | +535 | 3.79% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | New | 14,791 | 680 | 0.33% | — | 96 | +14,791 | New | Q1 2026 | Apr 24, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 14,612 | 679 | 0.09% | 3.46% | 97 | -552,357 | -97.42% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,364 | 668 | 0.01% | 0.01% | 98 | +72 | 0.5% | Q1 2026 | May 12, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 14,026 | 652 | 0.2% | 0.14% | 99 | +4,012 | 40.06% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,966 | 649 | 0.02% | 0.03% | 100 | -9,002 | -39.19% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Reduced | 13,773 | 640 | 0.08% | 0.09% | 101 | -2,057 | -12.99% | Q1 2026 | Apr 23, 2026 |
| First Citizens Asset Management, Inc. | History | New | 13,661 | 635 | 0.23% | — | 102 | +13,661 | New | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 13,249 | 616 | 0.0% | 0.0% | 103 | +4,806 | 56.92% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 13,213 | 614 | 0.01% | 0.01% | 104 | -3,778 | -22.24% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,129 | 610 | 0.0% | — | 105 | +13,129 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Added to | 12,677 | 589 | 0.14% | 0.1% | 106 | +3,817 | 43.08% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Added to | 12,373 | 575 | 0.02% | 0.01% | 107 | +3,973 | 47.3% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,356 | 574 | 0.0% | — | 108 | +12,356 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 12,339 | 573 | 0.01% | 0.01% | 109 | +4,030 | 48.5% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 12,080 | 561 | 0.04% | 0.03% | 110 | +1,420 | 13.32% | Q1 2026 | Apr 28, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 11,789 | 548 | 0.01% | 0.62% | 111 | -525,748 | -97.81% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 11,422 | 531 | 0.0% | 0.0% | 112 | +1,878 | 19.68% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 11,419 | 531 | 0.0% | 0.0% | 113 | -556 | -4.64% | Q1 2026 | Apr 14, 2026 |
| Dynasty Wealth Management, LLC | History | New | 10,476 | 487 | 0.0% | — | 114 | +10,476 | New | Q1 2026 | May 14, 2026 |
| Breakwater Capital Group | History | Reduced | 10,313 | 479 | 0.06% | 0.07% | 115 | -968 | -8.58% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,139 | 471 | 0.03% | 0.04% | 116 | -5,266 | -34.18% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,110 | 470 | 0.08% | 0.07% | 117 | -697 | -6.45% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,912 | 461 | 0.01% | 0.02% | 118 | -7,027 | -41.48% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 9,688 | 450 | 0.11% | 1.48% | 119 | -24,604 | -71.75% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,381 | 436 | 0.0% | 0.0% | 120 | +1,724 | 22.52% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 9,180 | 427 | 0.02% | — | 121 | +9,180 | New | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 9,091 | 422 | 0.01% | 0.02% | 122 | -5,602 | -38.13% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 8,741 | 406 | 0.01% | 0.01% | 123 | -882 | -9.17% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,012 | 372 | 0.0% | 0.0% | 124 | -15,731 | -66.26% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 7,895 | 367 | 0.19% | 0.12% | 125 | +3,197 | 68.05% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,815 | 366 | 0.01% | — | 126 | +7,815 | New | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 7,832 | 364 | 0.01% | — | 127 | +7,832 | New | Q1 2026 | May 07, 2026 |
| TBH Global Asset Management, LLC | History | No change | 7,652 | 355 | 0.07% | 0.06% | 128 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 7,403 | 344 | 0.05% | 0.49% | 129 | -72,225 | -90.7% | Q1 2026 | Apr 27, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 7,280 | 338 | 0.24% | 0.24% | 131 | +185 | 2.61% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,276 | 338 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,228 | 336 | 0.0% | 0.0% | 132 | -28 | -0.39% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,881 | 320 | 0.01% | 0.01% | 133 | -999 | -12.68% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,803 | 316 | 0.01% | 0.01% | 134 | +76 | 1.13% | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Added to | 6,670 | 310 | 0.0% | 0.0% | 135 | +75 | 1.14% | Q1 2026 | May 12, 2026 |
| Two West Capital Advisors LLC | History | Added to | 6,293 | 295 | 0.16% | 0.15% | 136 | +968 | 18.18% | Q1 2026 | May 04, 2026 |
| 5T Wealth, LLC | History | Reduced | 6,325 | 294 | 0.12% | 0.18% | 137 | -3,453 | -35.31% | Q1 2026 | Apr 13, 2026 |
| Oxinas Partners, LLC | History | Reduced | 6,270 | 291 | 0.13% | 0.16% | 138 | -637 | -9.22% | Q1 2026 | Apr 10, 2026 |
| HRT FINANCIAL LP | History | New | 5,979 | 278 | 0.0% | — | 140 | +5,979 | New | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,989 | 278 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,925 | 275 | 0.05% | 0.07% | 141 | -2,290 | -27.88% | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 5,905 | 274 | 0.29% | 0.26% | 142 | +449 | 8.23% | Q1 2026 | May 13, 2026 |
| Opus Capital Group, LLC | History | Reduced | 5,754 | 268 | 0.03% | 0.03% | 143 | -44 | -0.76% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,730 | 266 | 0.01% | 0.01% | 144 | +65 | 1.15% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,706 | 265 | 0.0% | — | 145 | +5,706 | New | Q1 2026 | May 15, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 5,335 | 248 | 0.07% | 0.07% | 146 | +54 | 1.02% | Q1 2026 | Apr 28, 2026 |
| Everest Financial Group LLC | History | Reduced | 5,262 | 244 | 0.04% | 0.06% | 147 | -86 | -1.61% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 5,169 | 240 | 0.0% | 0.0% | 148 | -543 | -9.51% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 5,155 | 239 | 0.0% | 0.03% | 149 | -208,189 | -97.58% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,975 | 235 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | New | 4,985 | 231 | 0.01% | — | 152 | +4,985 | New | Q1 2026 | May 04, 2026 |
| Kelly Financial Services LLC | History | Reduced | 5,051 | 231 | 0.06% | 0.07% | 151 | -457 | -8.3% | Q1 2026 | Apr 13, 2026 |
| BOS Asset Management, LLC | History | Added to | 4,549 | 211 | 0.05% | 0.05% | 153 | +232 | 5.37% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,522 | 210 | 0.0% | — | 154 | +4,522 | New | Q1 2026 | May 15, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 4,473 | 208 | 0.02% | 0.02% | 155 | -402 | -8.25% | Q1 2026 | Apr 30, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 4,395 | 204 | 0.19% | 0.23% | 156 | -595 | -11.92% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,347 | 202 | 0.0% | 0.0% | 157 | -159 | -3.53% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | New | 4,331 | 201 | 0.0% | — | 160 | +4,331 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | New | 4,326 | 201 | 0.02% | — | 158 | +4,326 | New | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | New | 4,323 | 201 | 0.01% | — | 159 | +4,323 | New | Q1 2026 | May 05, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 4,302 | 200 | 0.03% | — | 161 | +4,302 | New | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,949 | 183 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,613 | 168 | 0.0% | — | 163 | +3,613 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,519 | 166 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,523 | 163 | 0.0% | 0.01% | 165 | -837 | -19.2% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,636 | 122 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 2,253 | 104 | 0.0% | 0.0% | 167 | +25 | 1.12% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 2,040 | 94 | 0.05% | 0.06% | 168 | -232 | -10.21% | Q1 2026 | Apr 21, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 1,760 | 81 | 0.04% | 0.04% | 169 | -125 | -6.63% | Q1 2026 | Apr 24, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 1,682 | 78 | 0.03% | 0.01% | 170 | +800 | 90.7% | Q1 2026 | Apr 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1,199 | 55 | 0.0% | 0.02% | 171 | -4,712 | -79.72% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 1,175 | 54 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,131 | 53 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,091 | 50 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,057 | 49 | 0.0% | 0.0% | 175 | +27 | 2.62% | Q1 2026 | May 08, 2026 |
| Bravera Wealth | History | Added to | 938 | 43 | 0.02% | 0.02% | 176 | +245 | 35.35% | Q1 2026 | Apr 22, 2026 |
| Mosley Wealth Management | History | New | 856 | 40 | 0.02% | — | 177 | +856 | New | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 796 | 37 | 0.0% | — | 178 | +796 | New | Q1 2026 | May 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 732 | 34 | 0.0% | 0.08% | 180 | -28,790 | -97.52% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 731 | 34 | 0.0% | 0.0% | 179 | +647 | 770.24% | Q1 2026 | May 15, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 694 | 32 | 0.02% | 0.03% | 181 | -56 | -7.47% | Q1 2026 | Apr 24, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 677 | 31 | 0.0% | 0.76% | 182 | -321,732 | -99.79% | Q1 2026 | May 05, 2026 |
| Caitlin John, LLC | History | No change | 684 | 31 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Imprint Wealth LLC | History | Added to | 583 | 27 | 0.12% | 0.12% | 184 | +48 | 8.97% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 568 | 26 | 0.0% | 0.0% | 186 | +68 | 13.6% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 571 | 26 | 0.0% | 0.0% | 185 | -22 | -3.71% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Reduced | 454 | 21 | 0.0% | 0.0% | 187 | -92 | -16.85% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 411 | 19 | 0.0% | 0.01% | 188 | -635 | -60.71% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 337 | 15 | 0.0% | 0.0% | 189 | -663 | -66.3% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Reduced | 321 | 14 | 0.0% | 0.0% | 192 | -187,157 | -99.83% | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 296 | 13 | 0.0% | 0.0% | 193 | -1,766 | -85.65% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | No change | 217 | 10 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Reduced | 207 | 9 | 0.0% | 0.0% | 195 | -421 | -67.04% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | New | 202 | 9 | 0.0% | — | 196 | +202 | New | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 189 | 8 | 0.0% | 0.0% | 198 | -65 | -25.59% | Q1 2026 | Apr 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 190 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 150 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Signature Equity Partners, LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 148 | 6 | 0.0% | — | 202 | +148 | New | Q1 2026 | Apr 23, 2026 |
| Milestone Investment Advisors LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 115 | 5 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vision Retirement, LLC | History | Reduced | 89 | 4 | 0.0% | 0.01% | 205 | -313 | -77.86% | Q1 2026 | May 07, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Rossby Financial, LCC | History | Reduced | 71 | 3 | 0.0% | 0.0% | 206 | -21 | -22.83% | Q1 2026 | May 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 58 | 2 | 0.0% | — | 210 | +58 | New | Q1 2026 | May 18, 2026 |
| Capital Advisor Network LLC | History | New | 52 | 2 | 0.0% | — | 212 | +52 | New | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 50 | 2 | 0.0% | — | 211 | +50 | New | Q1 2026 | Apr 28, 2026 |
| Collier Financial | History | Added to | 54 | 2 | 0.0% | 0.0% | 208 | +1 | 1.89% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 22 | 1 | 0.0% | 0.0% | 213 | +1 | 4.76% | Q1 2026 | May 11, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -75,428 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.03% | — | -59,059 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -58,293 | -100.0% | Q1 2026 | May 11, 2026 |
| J.E. Simmons & Co., P.C. | History | Closed out | 0 | 0 | — | 1.07% | — | -34,831 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7 | 0 | — | 0.0% | — | -32,400 | -99.98% | Q1 2026 | May 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -10,434 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,156 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,053 | -100.0% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,795 | -100.0% | Q1 2026 | May 05, 2026 |
| Madrona Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,578 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,573 | -100.0% | Q1 2026 | May 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,997 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,040 | -100.0% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,351 | -100.0% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,751 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,653 | -100.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,577 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Wells Financial Advisors INC | History | Closed out | 0 | 0 | — | 0.03% | — | -380 | -100.0% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q1 2026 | May 12, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -166 | -100.0% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -9 | -37.5% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MASECO LLP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |