iSHARES TRUST - IAT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 521,170 | 28,059 | 0.0% | 0.0% | 1 | +97,510 | 23.02% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 514,386 | 27,694 | 0.01% | 0.0% | 2 | +32,686 | 6.79% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 384,064 | 20,044 | 0.0% | 0.0% | 3 | +11,972 | 3.22% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 272,311 | 14,661 | 0.0% | 0.0% | 4 | -1,829 | -0.67% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 244,324 | 13,154 | 0.0% | 0.0% | 5 | +4,873 | 2.04% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 193,585 | 10,423 | 0.0% | 0.0% | 6 | -28,248 | -12.73% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | New | 190,938 | 10,280 | 0.03% | — | 7 | +190,938 | New | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 190,835 | 10,274 | 0.48% | 0.5% | 8 | +4,285 | 2.3% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 143,576 | 7,730 | 0.01% | 0.01% | 9 | +32,703 | 29.5% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 134,592 | 7,246 | 0.01% | 0.01% | 10 | +5,331 | 4.12% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 116,350 | 6,264 | 0.0% | 0.0% | 11 | -24,503 | -17.4% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 115,721 | 6,230 | 0.0% | 0.0% | 12 | +35,346 | 43.98% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 112,687 | 6,067 | 0.0% | 0.0% | 13 | +706 | 0.63% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 107,384 | 5,781 | 0.0% | 0.0% | 14 | +7,273 | 7.26% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 80,323 | 4,324 | 0.02% | 0.02% | 15 | +1,369 | 1.73% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 82,488 | 4,300 | 0.0% | 0.0% | 16 | +2,205 | 2.75% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 72,200 | 3,887 | 0.0% | 0.0% | 17 | -5,452 | -7.02% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 71,281 | 3,837 | 0.01% | 0.01% | 18 | -25,224 | -26.14% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 67,548 | 3,725 | 0.02% | 0.02% | 19 | +18,241 | 36.99% | Q1 2026 | May 15, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 64,078 | 3,449 | 0.59% | 0.58% | 20 | +2,657 | 4.33% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 63,884 | 3,439 | 0.0% | 0.0% | 21 | -6,791 | -9.61% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 58,452 | 3,147 | 0.1% | 0.1% | 22 | +1,375 | 2.41% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 57,854 | 3,114 | 0.03% | — | 23 | +57,854 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 56,103 | 3,020 | 0.0% | 0.0% | 24 | -13,806 | -19.75% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 48,911 | 2,633 | 0.0% | 0.0% | 25 | -645 | -1.3% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 45,620 | 2,456 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 45,376 | 2,443 | 0.04% | 0.04% | 27 | -650 | -1.41% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 43,110 | 2,321 | 0.06% | 0.05% | 28 | +5,649 | 15.08% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 41,769 | 2,248 | 1.01% | 0.96% | 29 | -1,610 | -3.71% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,126 | 2,160 | 0.01% | 0.0% | 30 | +24,646 | 159.21% | Q1 2026 | Apr 30, 2026 |
| Westwind Capital | History | New | 28,187 | 1,518 | 0.36% | — | 31 | +28,187 | New | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 27,690 | 1,490 | 0.0% | 0.0% | 32 | -58,586 | -67.91% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 27,011 | 1,454 | 0.01% | 0.01% | 33 | -3,445 | -11.31% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 26,535 | 1,429 | 0.0% | 0.0% | 34 | -337 | -1.25% | Q1 2026 | May 01, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 23,710 | 1,276 | 0.12% | 0.12% | 35 | -100 | -0.42% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 22,506 | 1,212 | 0.0% | 0.0% | 36 | -794 | -3.41% | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 22,300 | 1,200 | 0.0% | 0.0% | 37 | +13,100 | 142.39% | Q1 2026 | May 14, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 21,322 | 1,147 | 0.3% | 0.31% | 38 | -830 | -3.75% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,153 | 1,138 | 0.0% | 0.0% | 39 | -613 | -2.82% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | Reduced | 20,925 | 1,126 | 0.01% | 0.02% | 40 | -13,248 | -38.77% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 20,337 | 1,094 | 0.0% | 0.0% | 41 | -776 | -3.68% | Q1 2026 | May 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 20,000 | 1,076 | 0.24% | 0.22% | 42 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,995 | 1,039 | 0.0% | 0.0% | 43 | -7,647 | -28.7% | Q1 2026 | Apr 08, 2026 |
| Dakota Wealth Management | History | No change | 18,484 | 995 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 18,286 | 984 | 0.59% | 0.64% | 45 | -871 | -4.55% | Q1 2026 | Apr 21, 2026 |
| Cutler Capital Management, LLC | History | Added to | 18,000 | 969 | 0.26% | 0.23% | 46 | +4,000 | 28.57% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,024 | 916 | 0.0% | 0.0% | 47 | +1,269 | 8.05% | Q1 2026 | May 12, 2026 |
| Asempa Wealth Advisors | History | Reduced | 15,126 | 823 | 0.72% | 0.73% | 48 | -167 | -1.09% | Q1 2026 | Apr 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 14,500 | 780 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 14,317 | 770 | 0.0% | 0.0% | 50 | +4,817 | 50.71% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,800 | 742 | 0.0% | 0.0% | 51 | -451 | -3.16% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,510 | 727 | 0.02% | 0.02% | 52 | -1,460 | -9.75% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 13,452 | 724 | 0.02% | 0.02% | 53 | -238 | -1.74% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 10,941 | 589 | 0.0% | 0.0% | 54 | -215 | -1.93% | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 10,242 | 551 | 0.04% | 0.04% | 55 | +44 | 0.43% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,094 | 543 | 0.0% | 0.0% | 56 | +4,220 | 71.84% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,796 | 527 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,729 | 523 | 0.0% | — | 58 | +9,729 | New | Q1 2026 | May 01, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 9,615 | 517 | 0.35% | 0.34% | 59 | +47 | 0.49% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 9,330 | 514 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 9,140 | 492 | 0.11% | 0.12% | 61 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,102 | 490 | 0.0% | 0.0% | 62 | -1,167 | -11.36% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Reduced | 9,070 | 488 | 0.0% | 0.0% | 63 | -1,285 | -12.41% | Q1 2026 | May 12, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 8,970 | 482 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dentgroup LLC | History | No change | 8,089 | 446 | 0.31% | 0.31% | 65 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | No change | 8,235 | 443 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | New | 8,140 | 438 | 0.01% | — | 67 | +8,140 | New | Q1 2026 | Apr 23, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 8,000 | 430 | 0.0% | 0.0% | 68 | -6,349 | -44.25% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 7,985 | 429 | 0.07% | 0.09% | 69 | -950 | -10.63% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 7,935 | 427 | 0.0% | 0.0% | 70 | -661 | -7.69% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 7,816 | 420 | 0.05% | 0.05% | 71 | +1,216 | 18.42% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 7,799 | 419 | 0.01% | 0.01% | 72 | +364 | 4.9% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 7,386 | 397 | 0.0% | 0.0% | 73 | -6,935 | -48.43% | Q1 2026 | May 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 7,401 | 396 | 0.11% | 0.1% | 74 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Viewpoint Capital Management LLC | History | No change | 7,290 | 392 | 0.18% | 0.17% | 75 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 6,550 | 377 | 0.02% | 0.03% | 76 | -700 | -9.66% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,931 | 373 | 0.0% | 0.0% | 77 | -758 | -9.86% | Q1 2026 | May 05, 2026 |
| Investment Research Partners LLC | History | No change | 6,846 | 368 | 0.15% | 0.16% | 78 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 6,490 | 349 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 6,410 | 345 | 0.02% | — | 80 | +6,410 | New | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,337 | 311 | 0.01% | 0.01% | 81 | +26 | 0.49% | Q1 2026 | May 04, 2026 |
| QTR Family Wealth, LLC | History | Added to | 5,322 | 306 | 0.13% | 0.15% | 82 | +3 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,430 | 292 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | No change | 5,367 | 288 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | New | 5,121 | 275 | 0.0% | — | 86 | +5,121 | New | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 5,113 | 275 | 0.01% | 0.01% | 85 | -297 | -5.49% | Q1 2026 | Apr 06, 2026 |
| PFG Advisors | History | Added to | 5,103 | 274 | 0.01% | 0.01% | 87 | +14 | 0.28% | Q1 2026 | May 05, 2026 |
| Breakwater Capital Group | History | Reduced | 4,958 | 266 | 0.04% | 0.04% | 88 | -585 | -10.55% | Q1 2026 | Apr 20, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,580 | 246 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | No change | 4,450 | 239 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Reduced | 4,282 | 230 | 0.0% | 0.0% | 91 | -1,564 | -26.75% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 4,189 | 225 | 0.01% | — | 92 | +4,189 | New | Q1 2026 | Apr 17, 2026 |
| Avail Investment Partners, LLC | History | New | 4,184 | 225 | 0.24% | — | 93 | +4,184 | New | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 4,143 | 223 | 0.0% | — | 94 | +4,143 | New | Q1 2026 | May 12, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 4,090 | 220 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 4,075 | 219 | 0.03% | 0.04% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | No change | 3,876 | 208 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,862 | 207 | 0.0% | 0.0% | 98 | -740 | -16.08% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,756 | 202 | 0.0% | 0.0% | 99 | -205 | -5.18% | Q1 2026 | May 15, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 4,249 | 201 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 3,590 | 193 | 0.06% | 0.07% | 101 | -102 | -2.76% | Q1 2026 | May 08, 2026 |
| Finley Financial, LLC | History | No change | 3,000 | 161 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,980 | 160 | 0.05% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,491 | 134 | 0.0% | 0.0% | 104 | +3 | 0.12% | Q1 2026 | May 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,457 | 132 | 0.01% | 0.01% | 105 | +12 | 0.49% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,150 | 115 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,939 | 105 | 0.0% | 0.0% | 107 | -172 | -8.15% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Reduced | 1,871 | 100 | 0.0% | 0.0% | 108 | -1,773 | -48.66% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,856 | 99 | 0.0% | — | 109 | +1,856 | New | Q1 2026 | May 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,785 | 97 | 0.01% | 0.0% | 110 | +766 | 75.17% | Q1 2026 | May 01, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,750 | 94 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,734 | 93 | 0.0% | 0.0% | 112 | +400 | 29.99% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,698 | 91 | 0.0% | 0.0% | 113 | -103 | -5.72% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,567 | 84 | 0.0% | 0.0% | 114 | -4,557 | -74.41% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,492 | 80 | 0.01% | 0.01% | 115 | +1 | 0.07% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | Reduced | 1,468 | 79 | 0.02% | 0.02% | 116 | -58 | -3.8% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,385 | 76 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | No change | 1,376 | 74 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,351 | 74 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,308 | 70 | 0.0% | 0.0% | 120 | -194 | -12.92% | Q1 2026 | Apr 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,280 | 68 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | No change | 1,200 | 64 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,132 | 60 | 0.0% | 0.0% | 123 | +532 | 88.67% | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,111 | 59 | 0.02% | 0.02% | 124 | +6 | 0.54% | Q1 2026 | May 04, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,000 | 58 | 0.07% | 0.1% | 125 | -200 | -16.67% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 1,046 | 56 | 0.0% | 0.0% | 126 | +22 | 2.15% | Q1 2026 | May 14, 2026 |
| City State Bank | History | No change | 1,050 | 56 | 0.01% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 930 | 50 | 0.03% | — | 128 | +930 | New | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | No change | 836 | 45 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 777 | 41 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 725 | 39 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 696 | 38 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 663 | 38 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 700 | 37 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Register Financial Advisors LLC | History | No change | 700 | 37 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 661 | 35 | 0.02% | 0.02% | 136 | +179 | 37.14% | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 557 | 29 | 0.0% | — | 137 | +557 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 532 | 28 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 457 | 24 | 0.0% | — | 140 | +457 | New | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 449 | 24 | 0.0% | 0.01% | 139 | -93 | -17.16% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | No change | 445 | 23 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 394 | 21 | 0.0% | 0.0% | 142 | -36 | -8.37% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 390 | 21 | 0.01% | 0.01% | 143 | +2 | 0.52% | Q1 2026 | May 01, 2026 |
| Oakworth Capital, Inc. | History | No change | 360 | 19 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 340 | 18 | 0.0% | 0.0% | 145 | +59 | 21.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 351 | 18 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 314 | 16 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 16 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 305 | 16 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 291 | 15 | 0.0% | 0.0% | 151 | -4 | -1.36% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 290 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 275 | 14 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 250 | 13 | 0.0% | 0.0% | 153 | -393 | -61.12% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | No change | 250 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 195 | 10 | 0.0% | 0.0% | 155 | -237 | -54.86% | Q1 2026 | May 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | New | 174 | 9 | 0.0% | — | 157 | +174 | New | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 165 | 8 | 0.0% | 0.02% | 160 | -1,960 | -92.24% | Q1 2026 | May 20, 2026 |
| Community Financial Services Group, LLC | History | New | 156 | 8 | 0.0% | — | 161 | +156 | New | Q1 2026 | Apr 08, 2026 |
| Asset Dedication, LLC | History | No change | 152 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 157 | 8 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 148 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 102 | 5 | 0.0% | 0.02% | 163 | -5,358 | -98.13% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | New | 100 | 5 | 0.0% | — | 164 | +100 | New | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 55 | 2 | 0.0% | 0.0% | 167 | -50,045 | -99.89% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Reduced | 19 | 1 | 0.0% | 0.0% | 169 | -59 | -75.64% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 32 | 1 | 0.0% | — | 170 | +32 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 32 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -17,850 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,898 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,980 | -100.0% | Q1 2026 | May 14, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -5,213 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,776 | -100.0% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,538 | -100.0% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -3,929 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,869 | -100.0% | Q1 2026 | May 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,735 | -100.0% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,950 | -100.0% | Q1 2026 | May 18, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -746 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -738 | -100.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -457 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 07, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |