ISHARES GOLD TRUST - IAU
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 | 28,294,059 | 2,494,404 | 0.18% | 0.18% | 1 | -1,976,457 | -6.53% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 23,258,601 | 2,050,478 | 0.12% | 0.12% | 2 | -1,637,142 | -6.58% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 15,300,061 | 1,348,853 | 0.2% | 0.12% | 3 | +6,342,214 | 70.8% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 14,708,899 | 1,296,736 | 0.07% | 0.09% | 4 | -7,705,759 | -34.38% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,223,135 | 1,165,751 | 0.22% | 0.19% | 5 | +86,180 | 0.66% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 10,179,920 | 897,461 | 0.24% | 0.3% | 6 | -3,562,366 | -25.92% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,986,301 | 792,232 | 0.21% | 0.46% | 7 | -10,317,674 | -53.45% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 8,623,425 | 760,241 | 0.01% | 0.01% | 8 | +1,433,631 | 19.94% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,865,334 | 752,932 | 0.05% | 0.06% | 9 | -3,024,297 | -25.44% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 7,119,652 | 627,668 | 0.27% | 0.26% | 10 | -81,661 | -1.13% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,995,965 | 618,931 | 0.14% | 0.13% | 11 | -271,854 | -3.74% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,449,886 | 568,621 | 0.35% | 0.34% | 12 | -146,104 | -2.22% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,513,280 | 486,050 | 0.15% | 0.14% | 13 | -136,210 | -2.41% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,404,160 | 476,430 | 1.24% | 1.21% | 14 | -116,118 | -2.1% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 5,840,787 | 474,096 | 0.15% | 0.16% | 15 | -510,938 | -8.04% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,284,401 | 465,872 | 0.06% | 0.05% | 16 | +744,729 | 16.4% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,217,656 | 459,988 | 0.62% | 0.64% | 17 | -686,425 | -11.63% | Q1 2026 | Apr 27, 2026 |
| HRTG GPE, LLC | History | Added to | 4,508,493 | 397,468 | 50.89% | 32.71% | 18 | +1,344,833 | 42.51% | Q1 2026 | May 15, 2026 |
| Dai-ichi Life International Holdings LLC | History | New | 4,022 | 354,580 | 23.26% | — | 19 | +4,022 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,822,912 | 337,028 | 0.06% | 0.05% | 20 | -77,649 | -1.99% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,617,414 | 318,911 | 1.16% | 1.08% | 21 | -90,736 | -2.45% | Q1 2026 | Apr 24, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 3,614,120 | 318,620 | 0.21% | 0.32% | 22 | -2,994,795 | -45.31% | Q1 2026 | Apr 30, 2026 |
| Employees Retirement System of Texas | History | Added to | 3,293,500 | 290,355 | 2.54% | 0.16% | 23 | +3,049,000 | 1247.03% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,290,890 | 290,124 | 0.31% | 0.3% | 24 | -99,915 | -2.95% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,271,417 | 288,408 | 0.05% | 0.05% | 25 | -1,118,090 | -25.47% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,206,296 | 282,667 | 0.39% | 0.38% | 26 | -331,930 | -9.38% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Reduced | 3,158,609 | 278,462 | 0.39% | 0.39% | 27 | -123,607 | -3.77% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,700,347 | 237,832 | 0.32% | — | 28 | +2,700,347 | New | Q1 2026 | May 12, 2026 |
| Erste Asset Management GmbH | History | Added to | 2,655,650 | 225,544 | 2.09% | 1.76% | 29 | +70,000 | 2.71% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,735,976 | 222,079 | 0.38% | 0.38% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,416,160 | 212,992 | 0.37% | 0.37% | 31 | +5,305 | 0.22% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,225,073 | 196,162 | 0.18% | 0.18% | 32 | -207,215 | -8.52% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 2,072,841 | 182,741 | 9.76% | 12.12% | 33 | -54,180 | -2.55% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,969,602 | 173,640 | 0.31% | 0.29% | 34 | -29,636 | -1.48% | Q1 2026 | May 14, 2026 |
| Permanens Capital L.P. | History | Added to | 1,885,466 | 166,221 | 21.41% | 11.88% | 35 | +763,004 | 67.98% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,844,642 | 162,623 | 0.02% | 0.02% | 36 | +1,494 | 0.08% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,838,164 | 162,052 | 0.02% | 0.03% | 37 | -1,376,336 | -42.82% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,800,107 | 158,697 | 0.03% | 0.01% | 38 | +1,306,890 | 264.97% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,785,793 | 157,432 | 0.23% | 0.25% | 39 | -296,463 | -14.24% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,771,318 | 156,150 | 0.68% | 0.59% | 40 | +46,193 | 2.68% | Q1 2026 | May 15, 2026 |
| Arnhold LLC | History | No change | 1,757,254 | 154,919 | 11.38% | 10.82% | 41 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 1,702,312 | 150,075 | 6.93% | 6.35% | 42 | -48,941 | -2.79% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,690,480 | 149,032 | 0.03% | 0.03% | 43 | -513,881 | -23.31% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,642,015 | 144,760 | 0.02% | 0.02% | 44 | +172,667 | 11.75% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 1,635,839 | 144,215 | 2.14% | 2.08% | 45 | -118,414 | -6.75% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 1,575,158 | 138,865 | 0.4% | 0.35% | 46 | -36,664 | -2.27% | Q1 2026 | May 15, 2026 |
| Pennsylvania State University | History | Reduced | 1,574,099 | 138,772 | 72.54% | 72.84% | 47 | -157,233 | -9.08% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 1,569,661 | 138,381 | 5.33% | 4.86% | 48 | +42,385 | 2.78% | Q1 2026 | Apr 28, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,566,989 | 138,145 | 3.0% | 2.76% | 49 | -21,255 | -1.34% | Q1 2026 | May 07, 2026 |
| MOON CAPITAL MANAGEMENT LP | History | No change | 1,559,604 | 137,494 | 83.01% | 78.76% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,490,283 | 131,383 | 10.13% | 9.04% | 51 | +36,818 | 2.53% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 1,389,406 | 122,489 | 0.14% | 0.14% | 52 | -60,229 | -4.15% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,373,536 | 121,090 | 0.13% | 0.21% | 53 | -946,133 | -40.79% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,348,186 | 118,856 | 0.19% | 0.17% | 54 | -27,070 | -1.97% | Q1 2026 | May 14, 2026 |
| ALLIANZ SE | History | Added to | 1,346,256 | 118,685 | 1.32% | 1.29% | 55 | +112,690 | 9.14% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,295,573 | 114,217 | 0.07% | 0.06% | 56 | +34,076 | 2.7% | Q1 2026 | May 08, 2026 |
| CRCM LP | History | Added to | 1,249,870 | 111,124 | 78.68% | 19.74% | 57 | +530,148 | 73.66% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,225,989 | 108,083 | 0.01% | 0.01% | 58 | +64,262 | 5.53% | Q1 2026 | May 12, 2026 |
| EMORY UNIVERSITY | History | Reduced | 1,184,463 | 104,422 | 39.05% | 61.22% | 59 | -6 | -0.0% | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 1,161,576 | 102,404 | 11.76% | 10.35% | 60 | +55,141 | 4.98% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,132,631 | 99,852 | 0.08% | 0.07% | 61 | -30,347 | -2.61% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,131,583 | 99,760 | 0.28% | 0.42% | 62 | -975,089 | -46.29% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,107,322 | 97,621 | 0.02% | 0.02% | 63 | -67,198 | -5.72% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,062,868 | 93,260 | 0.1% | 0.1% | 64 | -20,609 | -1.9% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,029,567 | 90,766 | 0.61% | 0.62% | 65 | -71,182 | -6.47% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,017,800 | 89,729 | 0.29% | 0.12% | 66 | +531,100 | 109.12% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,011,766 | 89,197 | 0.78% | 0.95% | 67 | -175,798 | -14.8% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 997,905 | 87,975 | 0.03% | 0.03% | 68 | -43,525 | -4.18% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 971,659 | 85,661 | 3.52% | 3.07% | 69 | +45,208 | 4.88% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 960,561 | 84,683 | 0.22% | 0.22% | 70 | -52,681 | -5.2% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 924,593 | 81,512 | 1.6% | 1.62% | 71 | -92,617 | -9.11% | Q1 2026 | Apr 17, 2026 |
| FORBES J M & CO LLP | History | Reduced | 918,801 | 81,001 | 6.85% | 7.78% | 72 | -264,360 | -22.34% | Q1 2026 | Apr 16, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 917,288 | 80,868 | 6.7% | 7.75% | 73 | -124,713 | -11.97% | Q1 2026 | Apr 20, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 913,560 | 80,539 | 0.15% | 0.18% | 74 | -378,340 | -29.29% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 881,427 | 77,706 | 0.02% | 0.0% | 75 | +878,829 | 33827.14% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 874,505 | 77,096 | 0.19% | 0.25% | 76 | -493,893 | -36.09% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 843,846 | 74,393 | 0.73% | 1.08% | 77 | -514,687 | -37.89% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 843,005 | 74,319 | 0.15% | 0.17% | 78 | -201,308 | -19.28% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 839,600 | 74,019 | 0.05% | 0.06% | 79 | -448,700 | -34.83% | Q1 2026 | May 14, 2026 |
| Mizuho Securities Co. Ltd. | History | New | 830 | 73,173 | 0.95% | — | 80 | +830 | New | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 821,163 | 72,393 | 0.05% | 0.05% | 81 | +30,355 | 3.84% | Q1 2026 | May 12, 2026 |
| Circle Wealth Management, LLC | History | No change | 819,093 | 72,211 | 1.03% | 1.02% | 82 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 807,580 | 71,196 | 6.12% | 5.71% | 83 | -9,802 | -1.2% | Q1 2026 | Apr 07, 2026 |
| IMC-Chicago, LLC | History | Added to | 784,560 | 69,166 | 0.02% | 0.02% | 84 | +76,060 | 10.74% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 766,371 | 67,563 | 0.18% | 0.43% | 85 | -1,187,742 | -60.78% | Q1 2026 | May 14, 2026 |
| VCU Investment Management Co | History | No change | 761,798 | 67,160 | 97.91% | 72.64% | 86 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Reduced | 759,979 | 66,999 | 0.71% | 0.74% | 87 | -166,002 | -17.93% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 751,879 | 66,285 | 0.37% | 0.35% | 88 | +4,172 | 0.56% | Q1 2026 | May 15, 2026 |
| Hamilton Wealth, LLC | History | Added to | 742,179 | 65,430 | 4.64% | 4.23% | 89 | +468,115 | 170.8% | Q1 2026 | May 18, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 740,591 | 65,290 | 1.04% | 0.99% | 90 | -10,214 | -1.36% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 730,031 | 64,359 | 0.2% | 0.24% | 91 | -66,357 | -8.33% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 728,291 | 64,206 | 0.35% | 0.42% | 92 | -221,638 | -23.33% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 714,596 | 62,998 | 0.29% | 0.2% | 93 | -98,014 | -12.06% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 682,470 | 60,166 | 0.09% | 0.1% | 94 | -96,687 | -12.41% | Q1 2026 | May 15, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 680,458 | 59,989 | 5.1% | 5.73% | 95 | -121,966 | -15.2% | Q1 2026 | Apr 27, 2026 |
| Narwhal Capital Management | History | Reduced | 671,733 | 59,219 | 4.37% | 3.97% | 96 | -890 | -0.13% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 671,507 | 59,200 | 1.9% | 1.09% | 97 | -105,042 | -13.53% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 666,445 | 58,753 | 1.79% | 2.16% | 98 | -57,542 | -7.95% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 662,025 | 58,364 | 8.16% | 7.43% | 99 | -1,196 | -0.18% | Q1 2026 | May 11, 2026 |
| Twin Tree Management, LP | History | Reduced | 660,568 | 58,235 | 1.23% | 1.9% | 100 | -2,024,932 | -75.4% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 641,037 | 58,058 | 2.23% | 2.57% | 101 | -113,730 | -15.07% | Q1 2026 | Apr 24, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 656,355 | 57,864 | 0.71% | 0.58% | 102 | +22,503 | 3.55% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 639,925 | 56,415 | 0.29% | 0.33% | 103 | -92,678 | -12.65% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 625,626 | 55,155 | 0.68% | 0.87% | 104 | -192,696 | -23.55% | Q1 2026 | May 11, 2026 |
| GenWealth Group, Inc. | History | Reduced | 625,200 | 55,117 | 9.43% | 9.93% | 105 | -63,053 | -9.16% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 647,978 | 55,061 | 0.03% | 0.02% | 106 | +237,610 | 57.9% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 624,498 | 55,030 | 0.03% | 0.03% | 107 | -21,904 | -3.39% | Q1 2026 | Apr 30, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 620,632 | 54,714 | 0.86% | 0.74% | 108 | -5,087 | -0.81% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 605,145 | 53,318 | 0.05% | 0.05% | 109 | -30,971 | -4.87% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 599,408 | 52,843 | 0.2% | — | 110 | +599,408 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 595,990 | 52,542 | 0.39% | 0.42% | 111 | -53,164 | -8.19% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 592,810 | 52,262 | 0.2% | 0.19% | 112 | +30,796 | 5.48% | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 589,772 | 51,994 | 0.02% | 0.19% | 113 | -239,594 | -28.89% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 585,046 | 51,577 | 6.82% | 6.41% | 114 | +14,301 | 2.51% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 584,437 | 51,524 | 0.4% | 1.07% | 115 | -968,472 | -62.37% | Q1 2026 | Apr 07, 2026 |
| LM Advisors LLC | History | Added to | 4,533 | 51,413 | 0.81% | 0.96% | 116 | +194 | 4.47% | Q1 2026 | May 13, 2026 |
| Intellus Advisors LLC | History | Reduced | 576,422 | 50,817 | 6.94% | 6.32% | 117 | -10,174 | -1.73% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 566,853 | 49,973 | 1.04% | 1.04% | 118 | -5,486 | -0.96% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 565,578 | 49,861 | 0.57% | 0.35% | 119 | +183,591 | 48.06% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 547,969 | 48,308 | 0.27% | 0.49% | 120 | -1,173,507 | -68.17% | Q1 2026 | Apr 29, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 534,548 | 47,125 | 6.85% | 5.98% | 121 | +1,330 | 0.25% | Q1 2026 | Apr 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 530,161 | 46,738 | 0.13% | 0.09% | 122 | +122,708 | 30.12% | Q1 2026 | May 08, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Reduced | 528,842 | 46,622 | 20.37% | 41.07% | 123 | -31,828 | -5.68% | Q1 2026 | Apr 21, 2026 |
| CADINHA & CO LLC | History | Reduced | 521,612 | 45,985 | 8.57% | 6.6% | 124 | -5,089 | -0.97% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 690,721 | 45,186 | 0.29% | 0.41% | 125 | -47,865 | -6.48% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 527,920 | 44,836 | 0.05% | 0.04% | 126 | +66,700 | 14.46% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 483,758 | 42,648 | 5.84% | 5.62% | 127 | +14,344 | 3.06% | Q1 2026 | Apr 24, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | New | 482,015 | 42,494 | 45.63% | — | 128 | +482,015 | New | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 518,042 | 42,049 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 470,409 | 41,471 | 0.47% | 0.48% | 130 | -50,680 | -9.73% | Q1 2026 | Apr 20, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 464,273 | 40,922 | 5.51% | 4.72% | 131 | +2,820 | 0.61% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Reduced | 463,742 | 40,883 | 1.41% | 1.43% | 132 | -9,678 | -2.04% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 457,097 | 40,870 | 0.12% | 0.22% | 133 | +18,002 | 4.1% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 458,291 | 40,402 | 0.68% | 0.54% | 134 | +40,715 | 9.75% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 455,470 | 40,154 | 0.21% | 0.18% | 135 | +147,746 | 48.01% | Q1 2026 | May 15, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 432,527 | 38,131 | 17.03% | 20.0% | 136 | -401,879 | -48.16% | Q1 2026 | Apr 09, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 430,216 | 37,927 | 10.91% | 9.43% | 137 | -2,202 | -0.51% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 429,338 | 37,850 | 0.01% | 0.01% | 138 | +29,209 | 7.3% | Q1 2026 | May 13, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 428,603 | 37,785 | 7.44% | 7.32% | 139 | -16,617 | -3.73% | Q1 2026 | May 12, 2026 |
| SPINNAKER TRUST | History | Added to | 417,219 | 36,782 | 2.04% | 1.81% | 140 | +1,191 | 0.29% | Q1 2026 | Apr 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 406,426 | 35,830 | 1.35% | 1.14% | 141 | +30,033 | 7.98% | Q1 2026 | May 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 395,791 | 34,892 | 0.64% | 0.85% | 142 | -183,614 | -31.69% | Q1 2026 | May 07, 2026 |
| VPR Management LLC | History | No change | 395,430 | 34,861 | 13.93% | 14.3% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 393,940 | 34,729 | 2.63% | 0.48% | 144 | +316,940 | 411.61% | Q1 2026 | Apr 27, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 390,150 | 34,395 | 1.26% | 1.35% | 145 | -84,850 | -17.86% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 600,475 | 34,140 | 0.07% | 0.05% | 146 | +141,084 | 30.71% | Q1 2026 | Apr 08, 2026 |
| BFSG, LLC | History | Added to | 386,861 | 34,105 | 3.23% | 3.02% | 147 | +3,076 | 0.8% | Q1 2026 | Apr 28, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 386,566 | 34,079 | 4.89% | 6.68% | 148 | -214,669 | -35.7% | Q1 2026 | May 01, 2026 |
| West Family Investments, Inc. | History | Reduced | 384,343 | 34,066 | 11.94% | 8.08% | 149 | -37,828 | -8.96% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 380,997 | 33,588 | 0.06% | 0.01% | 150 | +359,118 | 1641.38% | Q1 2026 | May 01, 2026 |
| Independent Family Office, LLC | History | Reduced | 373,645 | 32,940 | 13.56% | 13.11% | 151 | -13,238 | -3.42% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 371,707 | 32,769 | 0.1% | 0.09% | 152 | -22,059 | -5.6% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 356,815 | 31,456 | 0.05% | 0.04% | 153 | +61,250 | 20.72% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 604,035 | 31,407 | 0.04% | 0.07% | 154 | -75,199 | -11.07% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 353,230 | 31,140 | 0.34% | 2.34% | 155 | -2,181,499 | -86.06% | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | Reduced | 353,069 | 31,126 | 2.21% | 2.43% | 156 | -62,305 | -15.0% | Q1 2026 | Apr 28, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 378,708 | 30,739 | 7.29% | 7.29% | 157 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 347,773 | 30,659 | 1.23% | 1.05% | 158 | +5,875 | 1.72% | Q1 2026 | May 04, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 345,594 | 30,467 | 5.36% | 5.3% | 159 | -3,645 | -1.04% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 343,318 | 30,266 | 0.41% | 0.52% | 160 | -103,710 | -23.2% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 342,473 | 30,192 | 0.55% | 0.6% | 161 | -67,893 | -16.54% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 341,183 | 30,078 | 0.26% | 0.22% | 162 | -22,327 | -6.14% | Q1 2026 | May 13, 2026 |
| New Harbor Financial Group, LLC | History | New | 341,055 | 30,067 | 5.3% | — | 163 | +341,055 | New | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 336,119 | 29,632 | 0.42% | 0.41% | 164 | +47,488 | 16.45% | Q1 2026 | May 12, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Reduced | 332,931 | 29,351 | 13.58% | 14.46% | 165 | -72,434 | -17.87% | Q1 2026 | Apr 13, 2026 |
| Dakota Wealth Management | History | Reduced | 328,928 | 28,998 | 0.63% | 0.49% | 166 | -13,594 | -3.97% | Q1 2026 | May 07, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 328,795 | 28,986 | 1.8% | 1.65% | 167 | -5,406 | -1.62% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | New | 324,542 | 28,611 | 0.34% | — | 168 | +324,542 | New | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Added to | 324,168 | 28,579 | 3.59% | 3.27% | 169 | +8,964 | 2.84% | Q1 2026 | May 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 323,995 | 28,563 | 4.14% | 4.18% | 170 | -37,755 | -10.44% | Q1 2026 | Apr 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 323,632 | 28,531 | 1.17% | 1.03% | 171 | +18,508 | 6.07% | Q1 2026 | May 12, 2026 |
| VCI Wealth Management LLC | History | Reduced | 318,108 | 28,044 | 7.77% | 9.81% | 172 | -116,501 | -26.81% | Q1 2026 | Apr 21, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 316,911 | 27,938 | 1.41% | 1.49% | 173 | -41,520 | -11.58% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 315,598 | 27,823 | 0.32% | 0.31% | 174 | +3,589 | 1.15% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 315,082 | 27,777 | 0.22% | 0.34% | 175 | -39,441 | -11.13% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Added to | 306,341 | 27,007 | 0.41% | 0.37% | 176 | +11,130 | 3.77% | Q1 2026 | May 08, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 331,438 | 26,902 | 7.88% | 7.88% | 177 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 303,426 | 26,749 | 1.64% | 1.58% | 178 | +4,986 | 1.67% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 298,181 | 26,740 | 0.25% | 0.15% | 179 | +126,606 | 73.79% | Q1 2026 | Apr 07, 2026 |
| AMG National Trust Bank | History | Added to | 302,605 | 26,677 | 0.58% | 0.57% | 180 | +5,853 | 1.97% | Q1 2026 | May 04, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 301,595 | 26,588 | 3.36% | 3.74% | 181 | -80,603 | -21.09% | Q1 2026 | Apr 24, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 301,112 | 26,546 | 2.5% | 2.27% | 182 | -258 | -0.09% | Q1 2026 | Apr 02, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 296,941 | 26,178 | 12.97% | 16.76% | 183 | -99,576 | -25.11% | Q1 2026 | Apr 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 294,813 | 25,990 | 1.89% | 1.52% | 184 | +1,011 | 0.34% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 293,702 | 25,892 | 0.3% | 0.3% | 185 | -10,145 | -3.34% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 280,748 | 25,177 | 0.43% | 0.43% | 186 | -9,815 | -3.38% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 285,079 | 25,132 | 1.63% | 1.64% | 187 | -23,967 | -7.76% | Q1 2026 | Apr 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 284,994 | 25,125 | 2.82% | 3.01% | 188 | -54,352 | -16.02% | Q1 2026 | Apr 24, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 283,283 | 24,974 | 1.77% | 1.68% | 189 | +5,155 | 1.85% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 279,622 | 24,651 | 0.12% | 0.08% | 190 | +108,723 | 63.62% | Q1 2026 | May 11, 2026 |
| NKCFO LLC | History | No change | 279,400 | 24,632 | 7.3% | 6.56% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 278,308 | 24,535 | 3.26% | 2.93% | 192 | -5,975 | -2.1% | Q1 2026 | Apr 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 277,084 | 24,427 | 0.58% | 0.59% | 193 | -19,199 | -6.48% | Q1 2026 | May 11, 2026 |
| Parker Investment Management, LLC | History | Reduced | 275,111 | 24,253 | 3.68% | 7.49% | 194 | -376,239 | -57.76% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 273,835 | 24,141 | 0.3% | 0.29% | 195 | -12,743 | -4.45% | Q1 2026 | Apr 28, 2026 |
| Modus Advisors, LLC | History | Reduced | 273,272 | 24,091 | 6.63% | 6.36% | 196 | -23,890 | -8.04% | Q1 2026 | May 04, 2026 |
| Cypress Capital Group | History | Reduced | 272,064 | 23,985 | 2.7% | 2.5% | 197 | -2,436 | -0.89% | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 268,896 | 23,705 | 1.59% | 1.89% | 198 | -69,443 | -20.52% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 259,921 | 22,914 | 1.15% | 1.2% | 199 | -37,664 | -12.66% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 259,905 | 22,913 | 0.09% | 0.08% | 200 | +4,405 | 1.72% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 256,644 | 22,625 | 0.29% | 0.32% | 201 | -13,492 | -4.99% | Q1 2026 | May 15, 2026 |
| Cercano Management LLC | History | Reduced | 254,300 | 22,419 | 0.97% | 1.53% | 202 | -243,222 | -48.89% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 254,287 | 22,417 | 0.32% | 0.24% | 203 | +74,163 | 41.17% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 253,669 | 22,363 | 1.41% | 1.42% | 204 | -8,499 | -3.24% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 248,381 | 21,897 | 0.25% | 0.27% | 205 | -41,391 | -14.28% | Q1 2026 | Apr 16, 2026 |
| Pictet North America Advisors SA | History | No change | 248,159 | 21,877 | 2.17% | 1.91% | 206 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 247,820 | 21,847 | 1.15% | 1.16% | 207 | -17,835 | -6.71% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 246,209 | 21,705 | 0.3% | 0.27% | 208 | -1,443 | -0.58% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 244,880 | 21,588 | 0.03% | 0.04% | 209 | -178,209 | -42.12% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 242,052 | 21,339 | 0.07% | 0.08% | 210 | -78,924 | -24.59% | Q1 2026 | May 12, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 241,110 | 21,256 | 1.02% | 1.12% | 211 | -36,461 | -13.14% | Q1 2026 | May 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 240,917 | 21,239 | 0.44% | 0.34% | 212 | +37,630 | 18.51% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | Added to | 240,881 | 21,236 | 1.02% | 0.94% | 213 | +4,466 | 1.89% | Q1 2026 | Apr 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 240,561 | 21,207 | 1.13% | 1.25% | 214 | -19,774 | -7.6% | Q1 2026 | Apr 16, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 240,521 | 21,204 | 5.14% | 4.28% | 215 | +13,444 | 5.92% | Q1 2026 | Apr 28, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 236,845 | 20,880 | 7.0% | 7.09% | 216 | -12,245 | -4.92% | Q1 2026 | May 05, 2026 |
| BCWM, LLC | History | Reduced | 236,663 | 20,864 | 5.91% | 7.25% | 217 | -61,513 | -20.63% | Q1 2026 | May 14, 2026 |
| Norris Financial Group, LLC | History | Reduced | 236,569 | 20,855 | 6.81% | 6.57% | 218 | -1,510 | -0.63% | Q1 2026 | May 20, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 235,289 | 20,743 | 6.15% | 6.31% | 219 | -22,640 | -8.78% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 234,338 | 20,659 | 0.55% | 0.84% | 220 | -86,371 | -26.93% | Q1 2026 | May 11, 2026 |
| Faithward Advisors, LLC | History | Reduced | 233,729 | 20,605 | 2.94% | 2.96% | 221 | -14,657 | -5.9% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 232,074 | 20,375 | 0.1% | 0.1% | 222 | -26,200 | -10.14% | Q1 2026 | Apr 24, 2026 |
| Sigma Planning Corp | History | Added to | 225,847 | 19,910 | 0.55% | 0.5% | 223 | +4,742 | 2.14% | Q1 2026 | May 04, 2026 |
| Fielder Capital Group LLC | History | Reduced | 221,080 | 19,490 | 4.25% | 4.12% | 224 | -17,178 | -7.21% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 216,665 | 19,101 | 0.25% | 0.27% | 225 | -21,065 | -8.86% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 216,474 | 19,084 | 0.38% | 0.58% | 226 | -131,461 | -37.78% | Q1 2026 | May 14, 2026 |
| JSF Financial, LLC | History | Reduced | 215,168 | 18,969 | 3.72% | 3.87% | 227 | -14,733 | -6.41% | Q1 2026 | May 07, 2026 |
| Verger Capital Management LLC | History | Reduced | 213,063 | 18,783 | 5.54% | 6.51% | 228 | -57,735 | -21.32% | Q1 2026 | May 13, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 212,782 | 18,758 | 2.19% | 2.35% | 229 | -55,400 | -20.66% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 212,540 | 18,737 | 3.24% | 3.7% | 230 | -39,868 | -15.8% | Q1 2026 | Apr 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 212,251 | 18,665 | 0.58% | 0.49% | 231 | -52,013 | -19.68% | Q1 2026 | Apr 08, 2026 |
| PRUDENTIAL PLC | History | Reduced | 211,599 | 18,654 | 0.11% | 0.17% | 232 | -54,728 | -20.55% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 209,616 | 18,479 | 0.03% | 0.02% | 233 | +8,713 | 4.34% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 208,507 | 18,381 | 2.36% | 2.4% | 234 | -19,799 | -8.67% | Q1 2026 | May 04, 2026 |
| COHEN & STEERS, INC. | History | Added to | 206,708 | 18,223 | 0.03% | 0.03% | 235 | +34,215 | 19.84% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 206,417 | 18,197 | 0.12% | 0.11% | 236 | -419 | -0.2% | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 205,916 | 18,153 | 0.33% | 0.31% | 237 | -785 | -0.38% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 205,656 | 18,130 | 1.73% | 0.3% | 238 | +168,751 | 457.26% | Q1 2026 | May 15, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 205,299 | 18,099 | 2.79% | 2.51% | 239 | +1,701 | 0.84% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Reduced | 203,770 | 17,965 | 0.09% | 0.09% | 240 | -2,710 | -1.31% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 203,133 | 17,908 | 1.49% | 1.36% | 241 | +322 | 0.16% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 202,929 | 17,890 | 0.1% | 0.1% | 242 | -463 | -0.23% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 202,132 | 17,819 | 0.21% | 0.14% | 243 | -24,366 | -10.76% | Q1 2026 | May 13, 2026 |
| CSS LLC/IL | History | Added to | 200,040 | 17,635 | 0.84% | 0.71% | 244 | +2,780 | 1.41% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 197,403 | 17,403 | 6.05% | 6.13% | 245 | -11,360 | -5.44% | Q1 2026 | Apr 30, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 194,691 | 17,163 | 3.21% | 4.61% | 246 | -105,999 | -35.25% | Q1 2026 | Apr 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 193,568 | 17,064 | 2.37% | 2.34% | 247 | -13,103 | -6.34% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 193,534 | 17,061 | 0.21% | 0.21% | 248 | -16,060 | -7.66% | Q1 2026 | Apr 20, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 187,221 | 16,505 | 0.16% | 0.15% | 249 | +50 | 0.03% | Q1 2026 | May 14, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 186,996 | 16,485 | 7.25% | 6.76% | 250 | +9,303 | 5.24% | Q1 2026 | May 04, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 186,995 | 16,484 | 8.3% | 8.13% | 251 | +649 | 0.35% | Q1 2026 | May 01, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 185,366 | 16,341 | 0.72% | 1.29% | 252 | -193,172 | -51.03% | Q1 2026 | May 12, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 184,360 | 16,253 | 0.85% | 1.13% | 253 | -68,578 | -27.11% | Q1 2026 | Apr 29, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 184,324 | 16,250 | 4.46% | 4.24% | 254 | -13,571 | -6.86% | Q1 2026 | May 12, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 182,860 | 16,120 | 4.61% | 4.63% | 255 | -16,859 | -8.44% | Q1 2026 | Apr 17, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | Reduced | 181,588 | 16,008 | 17.58% | 15.76% | 256 | -4,111 | -2.21% | Q1 2026 | Apr 30, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 181,387 | 15,991 | 1.19% | 1.21% | 257 | -21,047 | -10.4% | Q1 2026 | May 14, 2026 |
| Wealth Quarterback LLC | History | Reduced | 181,382 | 15,990 | 6.3% | 5.88% | 258 | -19,865 | -9.87% | Q1 2026 | Apr 09, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 177,975 | 15,690 | 5.25% | 10.14% | 259 | -253,622 | -58.76% | Q1 2026 | Apr 29, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 176,200 | 15,533 | 6.95% | 5.93% | 260 | +558 | 0.32% | Q1 2026 | May 05, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 175,659 | 15,486 | 9.98% | 9.56% | 261 | -18,897 | -9.71% | Q1 2026 | Apr 24, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 175,309 | 15,455 | 1.7% | 1.56% | 262 | -6,717 | -3.69% | Q1 2026 | Apr 28, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 174,669 | 15,398 | 1.06% | 1.18% | 263 | -40,114 | -18.68% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 172,856 | 15,238 | 0.25% | 0.25% | 264 | -13,899 | -7.44% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 172,679 | 15,223 | 0.01% | 0.0% | 265 | +60,626 | 54.1% | Q1 2026 | May 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 172,049 | 15,167 | 3.55% | 3.46% | 266 | -9,057 | -5.0% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Reduced | 171,740 | 15,140 | 0.32% | 0.28% | 267 | -3,467 | -1.98% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 168,374 | 14,843 | 0.24% | 0.25% | 268 | -8,770 | -4.95% | Q1 2026 | Apr 22, 2026 |
| Well Done, LLC | History | Added to | 167,790 | 14,792 | 2.17% | 2.01% | 269 | +2,072 | 1.25% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 166,157 | 14,648 | 1.2% | 1.17% | 270 | -2,203 | -1.31% | Q1 2026 | Apr 08, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Reduced | 165,164 | 14,560 | 3.05% | 3.05% | 271 | -4,110 | -2.43% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 161,515 | 14,167 | 0.03% | 0.06% | 272 | -266,962 | -62.3% | Q1 2026 | May 01, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 160,326 | 14,134 | 4.49% | 4.56% | 273 | -8,198 | -4.86% | Q1 2026 | Apr 21, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 160,108 | 14,115 | 11.35% | 10.24% | 274 | +992 | 0.62% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 159,397 | 14,052 | 0.09% | 0.21% | 275 | -268,610 | -62.76% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 159,293 | 14,043 | 0.23% | 0.23% | 276 | +22,024 | 16.04% | Q1 2026 | Apr 21, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 159,080 | 14,024 | 8.28% | 9.2% | 277 | -26,876 | -14.45% | Q1 2026 | Apr 16, 2026 |
| Broussard Financial Group LLC | History | Reduced | 157,102 | 13,850 | 11.08% | 11.02% | 278 | -10,365 | -6.19% | Q1 2026 | Apr 29, 2026 |
| Midwest Trust Co | History | Added to | 155,781 | 13,733 | 0.17% | 0.15% | 279 | +9,306 | 6.35% | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 154,264 | 13,599 | 0.77% | 0.78% | 280 | +73,831 | 91.79% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 154,152 | 13,590 | 0.5% | 0.61% | 281 | -50,431 | -24.65% | Q1 2026 | Apr 20, 2026 |
| BSW Wealth Partners | History | Reduced | 153,554 | 13,537 | 1.65% | 1.5% | 282 | -693 | -0.45% | Q1 2026 | Apr 14, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 151,645 | 13,369 | 1.99% | 2.02% | 283 | -10,652 | -6.56% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 151,302 | 13,338 | 0.31% | 0.6% | 284 | -151,936 | -50.1% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 151,124 | 13,323 | 0.21% | 0.22% | 285 | -10,412 | -6.45% | Q1 2026 | Apr 14, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 150,341 | 13,254 | 6.07% | 5.84% | 286 | -4,528 | -2.92% | Q1 2026 | May 13, 2026 |
| E Fund Management Co., Ltd. | History | New | 149,964 | 13,220 | 0.39% | — | 287 | +149,964 | New | Q1 2026 | Apr 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | Reduced | 149,800 | 13,206 | 9.94% | 10.27% | 288 | -12,069 | -7.46% | Q1 2026 | Apr 17, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 149,400 | 13,171 | 2.32% | 2.19% | 289 | +527 | 0.35% | Q1 2026 | Apr 20, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 149,269 | 13,154 | 0.56% | 0.38% | 290 | +25,637 | 20.74% | Q1 2026 | May 13, 2026 |
| ROGCO, LP | History | Reduced | 148,000 | 13,047 | 4.36% | 5.7% | 291 | -64,044 | -30.2% | Q1 2026 | May 04, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 147,703 | 13,021 | 0.2% | 0.18% | 292 | -11,983 | -7.5% | Q1 2026 | Apr 08, 2026 |
| Parkside Investments, LLC | History | Added to | 146,705 | 12,933 | 1.57% | 1.4% | 293 | +9,707 | 7.09% | Q1 2026 | Apr 08, 2026 |
| Grove Bank & Trust | History | Added to | 146,468 | 12,912 | 1.46% | 1.33% | 294 | +1,265 | 0.87% | Q1 2026 | Apr 08, 2026 |
| Wills Financial Group LLC | History | Reduced | 146,271 | 12,899 | 4.86% | 4.56% | 295 | -863 | -0.59% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 146,251 | 12,893 | 0.19% | 0.15% | 296 | +15,393 | 11.76% | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | Reduced | 144,050 | 12,699 | 1.93% | 2.02% | 297 | -22,209 | -13.36% | Q1 2026 | Apr 27, 2026 |
| Marino Management, LLC | History | No change | 149,479 | 12,695 | 2.32% | 2.43% | 298 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 143,489 | 12,650 | 0.33% | 0.4% | 299 | -30,289 | -17.43% | Q1 2026 | May 14, 2026 |
| Old Port Advisors | History | Reduced | 142,136 | 12,530 | 2.88% | 2.89% | 300 | -2,771 | -1.91% | Q1 2026 | Apr 06, 2026 |