iSHARES TRUST - IAI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 1,810,236 | 297,205 | 2.02% | 1.83% | 1 | +631,500 | 53.57% | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 614,447 | 100,879 | 0.03% | 0.04% | 2 | -21,040 | -3.31% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 406,319 | 66,709 | 0.0% | 0.0% | 3 | -478 | -0.12% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 292,100 | 47,956 | 0.04% | 0.03% | 4 | +167,200 | 133.87% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 230,213 | 37,796 | 0.01% | 0.01% | 5 | -45,347 | -16.46% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 202,545 | 33,253 | 0.09% | 0.1% | 6 | -35,024 | -14.74% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 201,934 | 33,146 | 0.01% | 0.01% | 7 | +70,280 | 53.38% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 166,791 | 27,383 | 0.0% | 0.0% | 8 | -10,222 | -5.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 140,579 | 23,080 | 0.01% | 0.02% | 9 | -306,303 | -68.54% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 118,393 | 19,437 | 0.46% | 0.65% | 10 | -44,810 | -27.46% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 105,754 | 17,362 | 0.03% | 0.03% | 11 | -8,070 | -7.09% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 90,533 | 14,864 | 0.0% | 0.0% | 12 | -630 | -0.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 85,067 | 13,966 | 0.0% | 0.0% | 13 | -2,952 | -3.35% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 82,973 | 13,899 | 0.09% | 0.03% | 14 | +61,859 | 292.98% | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 69,755 | 11,452 | 2.02% | 2.11% | 15 | +4,818 | 7.42% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 69,694 | 11,442 | 0.18% | 0.18% | 16 | +7,363 | 11.81% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 64,606 | 10,606 | 0.14% | 0.19% | 17 | -12,018 | -15.68% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 59,710 | 9,803 | 2.08% | 3.57% | 18 | -39,057 | -39.54% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 55,553 | 9,120 | 0.0% | 0.0% | 19 | +39,953 | 256.11% | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | Added to | 49,730 | 8,164 | 1.2% | 1.26% | 20 | +2,860 | 6.1% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 48,017 | 7,883 | 0.0% | 0.0% | 21 | -11,393 | -19.18% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 43,079 | 7,072 | 0.01% | 0.01% | 22 | -17,587 | -28.99% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 39,881 | 6,547 | 0.01% | 0.02% | 23 | -65,169 | -62.04% | Q1 2026 | May 12, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 38,495 | 6,320 | 1.64% | 1.61% | 24 | +3,588 | 10.28% | Q1 2026 | Apr 08, 2026 |
| Prostatis Group LLC | History | Reduced | 32,926 | 5,405 | 1.38% | 2.55% | 25 | -26,687 | -44.77% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,265 | 5,133 | 0.03% | 0.03% | 26 | -2,908 | -8.51% | Q1 2026 | May 08, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 31,045 | 5,096 | 0.58% | 0.6% | 27 | -215 | -0.69% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,175 | 4,461 | 0.01% | 0.01% | 28 | +2,093 | 8.34% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 26,979 | 4,429 | 0.01% | 0.01% | 29 | +1,804 | 7.17% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 26,586 | 4,364 | 0.11% | 0.0% | 30 | +25,827 | 3402.77% | Q1 2026 | May 15, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 23,982 | 4,301 | 2.51% | 2.51% | 31 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,872 | 3,919 | 0.0% | 0.0% | 32 | +7,612 | 46.81% | Q1 2026 | May 04, 2026 |
| SFI Advisors, LLC | History | Reduced | 22,563 | 3,704 | 3.89% | 4.53% | 33 | -16,808 | -42.69% | Q1 2026 | May 05, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 21,939 | 3,601 | 2.54% | 2.57% | 34 | +1,841 | 9.16% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 21,810 | 3,580 | 0.0% | 0.0% | 35 | +5,354 | 32.54% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 20,638 | 3,388 | 0.1% | 0.01% | 36 | +19,485 | 1689.94% | Q1 2026 | Apr 06, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 20,580 | 3,378 | 0.12% | — | 37 | +20,580 | New | Q1 2026 | May 14, 2026 |
| ARS Investment Partners, LLC | History | Added to | 20,164 | 3,310 | 0.17% | 0.17% | 38 | +4,282 | 26.96% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,134 | 3,305 | 0.0% | 0.0% | 39 | +16,271 | 421.2% | Q1 2026 | May 12, 2026 |
| Tudor Financial Inc. | History | Reduced | 18,835 | 3,092 | 1.58% | 1.75% | 40 | -177 | -0.93% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 18,544 | 3,044 | 1.1% | 1.18% | 41 | -193 | -1.03% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,067 | 2,802 | 0.0% | 0.0% | 42 | +5,846 | 52.1% | Q1 2026 | May 15, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 16,031 | 2,631 | 0.84% | 0.97% | 43 | +1,418 | 9.7% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,001 | 2,627 | 0.01% | 0.0% | 44 | +8,523 | 113.97% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 15,436 | 2,534 | 0.0% | 0.0% | 45 | -3,951 | -20.38% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,897 | 2,516 | 0.0% | 0.0% | 46 | +3,380 | 27.0% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 15,183 | 2,492 | 0.06% | 0.06% | 47 | -46 | -0.3% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 14,033 | 2,303 | 0.03% | — | 48 | +14,033 | New | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 14,009 | 2,300 | 0.58% | 0.65% | 49 | +1,197 | 9.34% | Q1 2026 | Apr 28, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | New | 12,960 | 2,128 | 0.46% | — | 50 | +12,960 | New | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,246 | 1,846 | 0.03% | 0.04% | 51 | -437 | -3.74% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 11,241 | 1,845 | 0.04% | — | 52 | +11,241 | New | Q1 2026 | May 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 11,000 | 1,805 | 0.01% | — | 53 | +11,000 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,677 | 1,752 | 0.0% | 0.0% | 54 | -1,118 | -9.48% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 9,778 | 1,605 | 0.0% | 0.0% | 55 | +563 | 6.11% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 9,613 | 1,578 | 0.01% | 0.01% | 56 | +1,748 | 22.23% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 8,525 | 1,399 | 0.01% | 0.01% | 57 | -448 | -4.99% | Q1 2026 | May 15, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 8,520 | 1,398 | 0.59% | 0.64% | 58 | -414 | -4.63% | Q1 2026 | Apr 22, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 8,061 | 1,323 | 0.74% | 0.84% | 59 | -589 | -6.81% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,044 | 1,320 | 0.0% | 0.0% | 60 | +6,708 | 502.1% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,339 | 1,204 | 0.0% | 0.0% | 61 | -155 | -2.07% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,269 | 1,193 | 0.05% | 0.04% | 62 | +1,080 | 17.45% | Q1 2026 | May 11, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 6,565 | 1,078 | 0.11% | 0.11% | 63 | +158 | 2.47% | Q1 2026 | May 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 5,959 | 978 | 0.24% | 0.25% | 64 | -180 | -2.93% | Q1 2026 | Apr 17, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 5,780 | 948 | 0.82% | 0.84% | 65 | -10 | -0.17% | Q1 2026 | May 14, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 5,668 | 930 | 0.68% | 0.68% | 66 | +487 | 9.4% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,639 | 926 | 0.03% | — | 67 | +5,639 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 5,482 | 900 | 0.01% | 0.01% | 68 | -215 | -3.77% | Q1 2026 | May 05, 2026 |
| Global Financial Private Client, LLC | History | Added to | 5,397 | 886 | 0.29% | 0.32% | 69 | +326 | 6.43% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Reduced | 5,354 | 878 | 0.0% | 0.0% | 70 | -721 | -11.87% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | No change | 5,327 | 874 | 0.2% | 0.2% | 71 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 5,251 | 862 | 0.0% | — | 73 | +5,251 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,254 | 862 | 0.0% | 0.0% | 72 | -2,204 | -29.55% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 5,159 | 847 | 0.45% | 0.46% | 74 | +502 | 10.78% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 4,971 | 816 | 0.0% | 0.0% | 75 | +1,908 | 62.29% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,843 | 795 | 0.0% | 0.0% | 76 | +4,050 | 510.72% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 4,641 | 761 | 0.05% | 0.07% | 77 | -1,642 | -26.13% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,746 | 757 | 0.0% | 0.0% | 78 | +248 | 5.51% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,582 | 755 | 0.04% | 0.02% | 79 | +2,276 | 98.7% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,467 | 733 | 0.0% | 0.0% | 80 | +2,527 | 130.26% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 4,328 | 710 | 0.0% | 0.0% | 81 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 4,197 | 689 | 0.19% | 0.06% | 82 | +2,972 | 242.61% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 4,092 | 671 | 0.0% | 0.0% | 83 | -745 | -15.4% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 4,076 | 669 | 0.04% | 0.05% | 84 | -684 | -14.37% | Q1 2026 | May 11, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 3,951 | 648 | 0.3% | 0.31% | 85 | +210 | 5.61% | Q1 2026 | Apr 16, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,819 | 627 | 0.04% | 0.05% | 86 | +31 | 0.82% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,781 | 620 | 0.0% | 0.0% | 87 | -122 | -3.13% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,531 | 579 | 0.01% | 0.02% | 88 | -3,879 | -52.35% | Q1 2026 | Apr 23, 2026 |
| XTX Topco Ltd | History | Added to | 3,510 | 576 | 0.01% | 0.01% | 89 | +2,264 | 181.7% | Q1 2026 | May 15, 2026 |
| Janney Capital Management LLC | History | No change | 3,096 | 555 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,000 | 538 | 0.13% | 0.13% | 91 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Maxele Advisors, LLC | History | No change | 2,956 | 530 | 0.43% | 0.43% | 92 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,133 | 514 | 0.0% | 0.0% | 93 | -298 | -8.69% | Q1 2026 | Apr 30, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,026 | 496 | 0.05% | 0.05% | 94 | +244 | 8.77% | Q1 2026 | Apr 15, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 2,856 | 468 | 0.08% | 0.09% | 95 | -27 | -0.94% | Q1 2026 | May 06, 2026 |
| GTS SECURITIES LLC | History | New | 2,828 | 464 | 0.02% | — | 96 | +2,828 | New | Q1 2026 | May 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 2,498 | 440 | 0.23% | 0.29% | 97 | +1 | 0.04% | Q1 2026 | May 18, 2026 |
| Blueshift Asset Management, LLC | History | New | 2,625 | 430 | 0.13% | — | 98 | +2,625 | New | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,457 | 403 | 0.0% | 0.0% | 99 | -2,181 | -47.02% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 2,353 | 386 | 0.01% | — | 100 | +2,353 | New | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,229 | 365 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 2,149 | 352 | 0.0% | 0.01% | 102 | -294 | -12.03% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,125 | 348 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 2,040 | 334 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 1,914 | 314 | 0.01% | — | 105 | +1,914 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 1,907 | 313 | 0.0% | — | 106 | +1,907 | New | Q1 2026 | May 12, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 1,900 | 311 | 0.16% | 0.17% | 107 | -300 | -13.64% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,865 | 306 | 0.01% | 0.02% | 108 | -20 | -1.06% | Q1 2026 | May 18, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 1,849 | 303 | 0.13% | 0.14% | 109 | +8 | 0.43% | Q1 2026 | May 07, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 1,819 | 298 | 0.24% | 0.26% | 110 | +2 | 0.11% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | No change | 1,645 | 270 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,469 | 241 | 0.0% | 0.0% | 112 | +80 | 5.76% | Q1 2026 | May 07, 2026 |
| SWMG, LLC | History | Added to | 1,453 | 238 | 0.07% | 0.07% | 113 | +6 | 0.41% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 1,359 | 223 | 0.0% | 0.0% | 114 | -192 | -12.38% | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 1,306 | 214 | 0.09% | 5.69% | 115 | -77,697 | -98.35% | Q1 2026 | May 11, 2026 |
| KKM Financial LLC | History | No change | 1,153 | 206 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,227 | 201 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,037 | 170 | 0.0% | 0.0% | 118 | +850 | 454.55% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,038 | 170 | 0.0% | 0.0% | 119 | -47 | -4.33% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 970 | 159 | 0.0% | 0.01% | 121 | -1,836 | -65.43% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 891 | 159 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 880 | 144 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 598 | 98 | 0.0% | 0.0% | 123 | +41 | 7.36% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 526 | 86 | 0.0% | 0.14% | 124 | -34,369 | -98.49% | Q1 2026 | Apr 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 474 | 77 | 0.02% | 0.03% | 125 | -129 | -21.39% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | No change | 443 | 72 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 410 | 67 | 0.0% | 0.0% | 127 | +310 | 310.0% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 411 | 67 | 0.0% | 0.0% | 128 | -3 | -0.72% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 359 | 64 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 377 | 61 | 0.0% | 0.0% | 131 | +231 | 158.22% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 376 | 61 | 0.0% | 0.0% | 130 | -124 | -24.8% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 336 | 55 | 0.01% | — | 132 | +336 | New | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 330 | 54 | 0.0% | — | 133 | +330 | New | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 323 | 53 | 0.0% | 0.0% | 134 | +35 | 12.15% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 269 | 44 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 274 | 44 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | No change | 272 | 44 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,640 | 40 | 0.0% | 0.0% | 138 | -623 | -11.84% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 237 | 38 | 0.0% | 0.01% | 139 | -125 | -34.53% | Q1 2026 | Apr 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 235 | 38 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 200 | 35 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 201 | 32 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Added to | 165 | 27 | 0.0% | 0.0% | 143 | +24 | 17.02% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 156 | 25 | 0.0% | 0.0% | 144 | -6 | -3.7% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 150 | 24 | 0.0% | 0.0% | 145 | -31 | -17.13% | Q1 2026 | May 12, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 140 | 23 | 0.0% | 0.0% | 146 | -353 | -71.6% | Q1 2026 | Apr 22, 2026 |
| Wagner Wealth Management, LLC | History | No change | 141 | 23 | 0.0% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 127 | 21 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 127 | 20 | 0.0% | 0.0% | 149 | +10 | 8.55% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 118 | 19 | 0.0% | 0.0% | 150 | +101 | 594.12% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 107 | 17 | 0.0% | — | 152 | +107 | New | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 107 | 17 | 0.01% | 0.0% | 151 | +98 | 1088.89% | Q1 2026 | May 01, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 100 | 16 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NFSG Corp | History | No change | 100 | 16 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 95 | 15 | 0.01% | — | 155 | +95 | New | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 81 | 13 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | No change | 76 | 13 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 74 | 12 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 77 | 12 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 66 | 10 | 0.0% | 0.0% | 160 | -15 | -18.52% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 60 | 9 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Advisor Network LLC | History | New | 49 | 8 | 0.01% | — | 162 | +49 | New | Q1 2026 | May 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 48 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 42 | 6 | 0.0% | — | 166 | +42 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 35 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 39 | 6 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 32 | 5 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Caldwell Trust Co | History | New | 30 | 4 | 0.0% | — | 170 | +30 | New | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 25 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 30 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | New | 16 | 2 | 0.0% | — | 174 | +16 | New | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TSFG, LLC | History | New | 8 | 1 | 0.0% | — | 176 | +8 | New | Q1 2026 | Apr 27, 2026 |
| Family Manage LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -44,840 | -100.0% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -28,206 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,223 | -100.0% | Q1 2026 | May 04, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | Closed out | 0 | 0 | — | 0.41% | — | -16,500 | -100.0% | Q1 2026 | May 13, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -16,258 | -100.0% | Q1 2026 | May 20, 2026 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -15,093 | -100.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -15,058 | -100.0% | Q1 2026 | May 14, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -9,954 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,734 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wagner Wealth Management, Corp | History | Closed out | 0 | 0 | — | 1.52% | — | -8,596 | -100.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,700 | -100.0% | Q1 2026 | May 12, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,525 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Hudson Value Partners, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -5,416 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,531 | -100.0% | Q1 2026 | May 15, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.27% | — | -3,194 | -100.0% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,486 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,901 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,630 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,598 | -100.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,503 | -100.0% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,369 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,348 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,235 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,189 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -1,166 | -100.0% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,132 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -723 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -331 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BankChampaign, National Association | History | Reduced | 5 | 0 | — | — | — | -245 | -98.0% | Q1 2026 | May 21, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 6 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |