iShares Gold Trust Micro - IAUM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 26,834,927 | 1,253,191 | 0.81% | 0.55% | 1 | +4,900,000 | 22.34% | Q1 2026 | Apr 30, 2026 |
| Alaska Permanent Fund Corp | History | Added to | 3,709,000 | 170,539 | 10.86% | 9.18% | 2 | +751,000 | 25.39% | Q1 2026 | May 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,424,139 | 159,907 | 0.01% | 0.01% | 3 | +499,962 | 17.1% | Q1 2026 | May 15, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | Added to | 2,875,749 | 134,297 | 54.75% | 54.04% | 4 | +302,425 | 11.75% | Q1 2026 | Apr 24, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 2,435,620 | 113,743 | 8.44% | 3.85% | 5 | +1,232,429 | 102.43% | Q1 2026 | Apr 16, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,683,974 | 78,641 | 0.67% | 0.67% | 6 | -27,809 | -1.62% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,606,389 | 75,018 | 0.86% | 0.85% | 7 | -143,845 | -8.22% | Q1 2026 | Apr 20, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 1,476,384 | 68,947 | 2.41% | 4.26% | 8 | -1,853,078 | -55.66% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,427,692 | 66,673 | 0.2% | 0.14% | 9 | +237,661 | 19.97% | Q1 2026 | May 08, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,339,049 | 63,509 | 1.38% | 1.25% | 10 | -20,951 | -1.54% | Q1 2026 | May 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,130,650 | 52,801 | 3.19% | 1.86% | 11 | +421,927 | 59.53% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 991,744 | 46,314 | 0.55% | — | 12 | +991,744 | New | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 940,234 | 43,908 | 1.04% | 0.72% | 13 | +188,400 | 25.06% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 843,490 | 39,390 | 0.0% | — | 14 | +843,490 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 834,143 | 38,954 | 0.07% | 0.11% | 15 | +37,074 | 4.65% | Q1 2026 | May 01, 2026 |
| Myriad Asset Management Advisors LLC | History | Reduced | 777,371 | 36,303 | 10.7% | 11.83% | 16 | -115,875 | -12.97% | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 740,000 | 34,558 | 0.01% | 0.04% | 17 | +428,000 | 137.18% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 734,747 | 34,312 | 0.01% | 0.01% | 18 | +33,054 | 4.71% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 657,201 | 30,691 | 0.0% | 0.0% | 19 | +344,344 | 110.06% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 643,517 | 30,052 | 0.64% | 0.54% | 20 | +28,308 | 4.6% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 419,754 | 19,602 | 0.11% | 0.19% | 21 | -394,230 | -48.43% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 414,045 | 18,632 | 0.0% | 0.0% | 22 | -386,762 | -48.3% | Q1 2026 | May 13, 2026 |
| Fielder Capital Group LLC | History | Added to | 393,890 | 18,394 | 4.01% | 3.51% | 23 | +9,833 | 2.56% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | Reduced | 376,344 | 17,575 | 5.86% | 6.33% | 24 | -13,323 | -3.42% | Q1 2026 | Apr 24, 2026 |
| Avestar Capital, LLC | History | Added to | 367,753 | 17,174 | 1.1% | 0.99% | 25 | +13,238 | 3.73% | Q1 2026 | May 13, 2026 |
| Reliant Wealth Planning | History | Added to | 336,983 | 15,737 | 4.76% | 0.08% | 26 | +330,758 | 5313.38% | Q1 2026 | May 15, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 333,000 | 15,551 | 1.18% | 1.29% | 27 | -56,500 | -14.51% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 320,167 | 14,951 | 1.47% | 1.65% | 28 | +13,828 | 4.51% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 314,987 | 14,709 | 0.08% | 0.07% | 29 | +18,123 | 6.1% | Q1 2026 | May 15, 2026 |
| Myriad Asset Management US LP | History | No change | 275,242 | 12,854 | 19.28% | 19.82% | 30 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 275,045 | 12,844 | 0.51% | 0.42% | 31 | +15,656 | 6.04% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Added to | 274,866 | 12,836 | 0.21% | 0.16% | 32 | +43,540 | 18.82% | Q1 2026 | Apr 27, 2026 |
| Permanens Capital L.P. | History | Added to | 265,651 | 12,405 | 1.6% | 0.85% | 33 | +113,270 | 74.33% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 263,517 | 12,306 | 0.23% | 0.11% | 34 | +132,047 | 100.44% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 253,352 | 11,831 | 0.06% | 0.14% | 35 | -316,675 | -55.55% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 252,629 | 11,797 | 0.0% | 0.0% | 36 | +30,408 | 13.68% | Q1 2026 | May 04, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 244,500 | 11,418 | 0.6% | 0.57% | 37 | -15,637 | -6.01% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 239,574 | 11,184 | 0.02% | 0.0% | 38 | +180,598 | 306.22% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 238,621 | 11,143 | 0.02% | 0.01% | 39 | +10,070 | 4.41% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 219,028 | 10,228 | 0.21% | 0.2% | 40 | -4,259 | -1.91% | Q1 2026 | May 14, 2026 |
| SFM, LLC | History | Reduced | 216,857 | 10,127 | 6.12% | 5.66% | 41 | -8,022 | -3.57% | Q1 2026 | Apr 08, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 202,920 | 9,476 | 2.4% | 1.97% | 42 | -3,120 | -1.51% | Q1 2026 | Apr 15, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 190,927 | 8,916 | 6.25% | 3.85% | 43 | +79,763 | 71.75% | Q1 2026 | May 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 183,516 | 8,570 | 0.29% | 0.29% | 44 | -11,074 | -5.69% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 175,365 | 8,189 | 0.02% | 0.02% | 45 | -29,128 | -14.24% | Q1 2026 | May 04, 2026 |
| Greenline Partners, LLC | History | Added to | 170,451 | 7,960 | 0.86% | 0.57% | 46 | +54,325 | 46.78% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 168,626 | 7,874 | 3.81% | 3.44% | 47 | +61,573 | 57.52% | Q1 2026 | May 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 147,489 | 6,887 | 3.71% | 3.44% | 48 | -2,922 | -1.94% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 142,545 | 6,656 | 0.0% | 0.0% | 49 | +20,727 | 17.01% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | Added to | 135,532 | 6,329 | 0.08% | 0.01% | 50 | +120,432 | 797.56% | Q1 2026 | May 14, 2026 |
| Amundi | History | Reduced | 135,329 | 6,319 | 0.0% | 0.0% | 51 | -36,418 | -21.2% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 133,915 | 6,253 | 0.46% | 3.48% | 52 | -945,174 | -87.59% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 129,176 | 6,032 | 0.01% | 0.0% | 53 | +78,324 | 154.02% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 128,439 | 5,998 | 0.01% | 0.0% | 54 | +107,706 | 519.49% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 127,275 | 5,943 | 0.0% | 0.0% | 55 | +20,848 | 19.59% | Q1 2026 | May 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 126,968 | 5,929 | 1.92% | 1.92% | 56 | -8,037 | -5.95% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 125,327 | 5,852 | 0.01% | 0.0% | 57 | +45,269 | 56.55% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 115,579 | 5,397 | 0.01% | 0.01% | 58 | -122 | -0.11% | Q1 2026 | May 15, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 113,308 | 5,291 | 0.19% | 0.13% | 59 | +14,588 | 14.78% | Q1 2026 | May 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 110,084 | 5,140 | 2.03% | 2.55% | 60 | -126,579 | -53.48% | Q1 2026 | May 06, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 105,101 | 4,908 | 0.13% | 0.07% | 61 | +41,210 | 64.5% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | New | 96,840 | 4,522 | 0.06% | — | 62 | +96,840 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 95,672 | 4,467 | 0.5% | 0.58% | 63 | -24,903 | -20.65% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,080 | 4,440 | 0.02% | 0.01% | 64 | +63,349 | 199.64% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 88,606 | 4,137 | 0.0% | 0.0% | 65 | +7,661 | 9.46% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 87,596 | 4,090 | 0.1% | 0.12% | 66 | -20,729 | -19.14% | Q1 2026 | Apr 07, 2026 |
| Atria Investments, Inc | History | Added to | 82,598 | 3,857 | 0.04% | 0.04% | 67 | +2,942 | 3.69% | Q1 2026 | May 05, 2026 |
| Stokes Family Office, LLC | History | Reduced | 80,024 | 3,737 | 0.39% | 0.78% | 68 | -118,362 | -59.66% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 79,883 | 3,730 | 0.0% | 0.0% | 69 | +3,378 | 4.42% | Q1 2026 | May 13, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 83,773 | 3,601 | 0.98% | 0.98% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M Wealth Management, LLC | History | No change | 76,528 | 3,573 | 3.01% | 2.86% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 62,000 | 2,895 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 59,626 | 2,784 | 0.09% | 0.08% | 73 | -131 | -0.22% | Q1 2026 | May 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 57,961 | 2,706 | 0.96% | — | 74 | +57,961 | New | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 55,810 | 2,606 | 0.02% | — | 75 | +55,810 | New | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 55,804 | 2,606 | 0.07% | — | 76 | +55,804 | New | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,941 | 2,518 | 0.04% | 0.03% | 77 | +6,412 | 13.49% | Q1 2026 | Apr 14, 2026 |
| Choate Investment Advisors | History | Added to | 53,698 | 2,507 | 0.05% | 0.04% | 78 | +11,064 | 25.95% | Q1 2026 | May 13, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 50,906 | 2,377 | 1.54% | 1.31% | 79 | +3,205 | 6.72% | Q1 2026 | May 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 50,141 | 2,341 | 0.26% | 0.29% | 80 | -10,079 | -16.74% | Q1 2026 | May 11, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 74,989 | 2,288 | 1.46% | 1.48% | 81 | +9,189 | 13.97% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Added to | 46,489 | 2,171 | 0.03% | 0.02% | 82 | +17,147 | 58.44% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,802 | 2,139 | 0.01% | 0.0% | 83 | +8,657 | 23.31% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 45,408 | 2,120 | 0.0% | — | 84 | +45,408 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 44,567 | 2,081 | 0.0% | 0.0% | 85 | +11,756 | 35.83% | Q1 2026 | May 12, 2026 |
| Heirloom Wealth Management | History | New | 44,279 | 2,067 | 0.37% | — | 86 | +44,279 | New | Q1 2026 | Apr 14, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 42,907 | 2,003 | 0.25% | 0.25% | 87 | -2,069 | -4.6% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 45,483 | 1,955 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,786 | 1,858 | 0.0% | 0.0% | 89 | +6,722 | 20.33% | Q1 2026 | May 05, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 37,801 | 1,765 | 0.31% | 0.19% | 90 | +14,401 | 61.54% | Q1 2026 | Apr 09, 2026 |
| Tactive Advisors, LLC | History | Added to | 36,868 | 1,721 | 0.49% | 0.44% | 91 | +1,920 | 5.49% | Q1 2026 | Apr 16, 2026 |
| Sankala Group LLC | History | Added to | 36,831 | 1,661 | 1.36% | 1.5% | 92 | +1,005 | 2.81% | Q1 2026 | Mar 31, 2026 |
| Westfuller Advisors, LLC | History | Added to | 35,165 | 1,642 | 0.71% | 0.38% | 93 | +13,394 | 61.52% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 34,406 | 1,607 | 0.01% | 0.01% | 94 | +7,802 | 29.33% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 35,254 | 1,586 | 0.0% | — | 95 | +35,254 | New | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 33,760 | 1,576 | 0.11% | 0.08% | 96 | +9,059 | 36.67% | Q1 2026 | May 12, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 33,534 | 1,566 | 0.21% | 0.19% | 97 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 33,397 | 1,559 | 0.02% | 0.02% | 98 | -319 | -0.95% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Reduced | 32,827 | 1,547 | 0.05% | 0.09% | 99 | -26,496 | -44.66% | Q1 2026 | Apr 09, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Added to | 32,934 | 1,538 | 0.67% | 0.93% | 100 | +8,901 | 37.04% | Q1 2026 | Apr 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 31,233 | 1,458 | 0.0% | 0.0% | 101 | -12,835 | -29.13% | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | No change | 31,072 | 1,451 | 0.6% | 0.57% | 102 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Firestone Capital Management | History | New | 30,938 | 1,444 | 0.3% | — | 103 | +30,938 | New | Q1 2026 | May 08, 2026 |
| Hilton Capital Management, LLC | History | New | 30,050 | 1,403 | 0.11% | — | 104 | +30,050 | New | Q1 2026 | May 14, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 29,416 | 1,373 | 1.06% | 0.2% | 105 | +23,085 | 364.63% | Q1 2026 | Apr 20, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 31,689 | 1,362 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 28,379 | 1,361 | 0.36% | 0.34% | 107 | +4,137 | 17.07% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 28,487 | 1,330 | 0.0% | 0.0% | 108 | +23,140 | 432.77% | Q1 2026 | May 14, 2026 |
| Ardent Capital Management, Inc. | History | No change | 28,500 | 1,330 | 0.57% | 0.48% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 27,750 | 1,295 | 0.37% | 0.38% | 110 | -2,510 | -8.29% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 26,495 | 1,237 | 0.15% | 0.14% | 111 | -118 | -0.44% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,191 | 1,223 | 0.01% | 0.0% | 112 | +9,900 | 60.77% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 25,983 | 1,213 | 0.03% | 0.02% | 113 | +441 | 1.73% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 24,854 | 1,160 | 0.06% | 0.05% | 114 | -1,802 | -6.76% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 24,795 | 1,157 | 0.0% | — | 115 | +24,795 | New | Q1 2026 | May 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 24,358 | 1,137 | 0.33% | 0.2% | 116 | +9,722 | 66.43% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 24,325 | 1,135 | 0.12% | 0.65% | 117 | -65,094 | -72.8% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 23,148 | 1,081 | 0.01% | 0.01% | 118 | +3,043 | 15.14% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 21,964 | 1,025 | 0.01% | — | 119 | +21,964 | New | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 21,442 | 1,001 | 0.03% | — | 120 | +21,442 | New | Q1 2026 | May 15, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 21,050 | 983 | 0.8% | 0.77% | 121 | -325 | -1.52% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | New | 20,896 | 975 | 0.0% | — | 122 | +20,896 | New | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 20,353 | 950 | 0.07% | 0.06% | 123 | +1,053 | 5.46% | Q1 2026 | May 05, 2026 |
| Rede Wealth, LLC | History | Reduced | 19,677 | 918 | 0.33% | 0.62% | 124 | -21,915 | -52.69% | Q1 2026 | Apr 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 18,285 | 853 | 0.1% | 0.09% | 125 | +582 | 3.29% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 18,084 | 844 | 0.01% | 0.01% | 126 | +578 | 3.3% | Q1 2026 | May 15, 2026 |
| Family Investment Center, Inc. | History | Reduced | 17,851 | 833 | 0.16% | 0.18% | 127 | -2,495 | -12.26% | Q1 2026 | Apr 24, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,611 | 822 | 0.06% | 0.06% | 128 | +1,160 | 7.05% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 17,552 | 820 | 0.0% | 0.0% | 129 | +12,270 | 232.3% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Reduced | 17,496 | 817 | 0.09% | 0.08% | 130 | -4,250 | -19.54% | Q1 2026 | May 13, 2026 |
| a16z Perennial Management, L.P. | History | No change | 17,077 | 797 | 0.07% | 0.06% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 16,772 | 783 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 16,147 | 754 | 0.03% | 0.02% | 133 | +319 | 2.02% | Q1 2026 | May 06, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 16,028 | 748 | 0.19% | 0.21% | 134 | -1,061 | -6.21% | Q1 2026 | May 11, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 15,727 | 734 | 0.14% | 0.11% | 135 | +3,206 | 25.6% | Q1 2026 | May 12, 2026 |
| Causey Wealth LLC | History | New | 15,599 | 728 | 0.31% | — | 136 | +15,599 | New | Q1 2026 | May 12, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 15,405 | 719 | 0.32% | 0.27% | 137 | +1,543 | 11.13% | Q1 2026 | May 27, 2026 |
| NavPoint Financial, Inc. | History | No change | 15,218 | 710 | 0.29% | 0.28% | 138 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,909 | 696 | 0.01% | 0.01% | 139 | +6,451 | 76.27% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 12,823 | 598 | 0.03% | 0.02% | 140 | +4,442 | 53.0% | Q1 2026 | Apr 20, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 12,640 | 590 | 0.57% | 0.39% | 141 | +3,457 | 37.65% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 12,554 | 586 | 0.01% | 0.01% | 142 | +54 | 0.43% | Q1 2026 | May 12, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 12,450 | 581 | 0.2% | 0.08% | 144 | +5,450 | 77.86% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,495 | 581 | 0.0% | 0.0% | 143 | +3,289 | 35.73% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | New | 12,195 | 569 | 0.01% | — | 145 | +12,195 | New | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Reduced | 11,847 | 553 | 0.0% | 0.0% | 146 | -59 | -0.5% | Q1 2026 | May 15, 2026 |
| Avos Capital Management, LLC | History | Reduced | 11,487 | 536 | 0.21% | 0.32% | 147 | -5,700 | -33.16% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,319 | 528 | 0.0% | 0.0% | 148 | +767 | 7.27% | Q1 2026 | May 12, 2026 |
| SFMG, LLC | History | Added to | 10,899 | 508 | 0.03% | 0.03% | 149 | +1,093 | 11.15% | Q1 2026 | May 12, 2026 |
| Optivise Advisory Services LLC | History | Added to | 10,839 | 506 | 0.31% | 0.26% | 150 | +284 | 2.69% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,739 | 501 | 0.0% | 0.0% | 151 | +2,610 | 32.11% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 10,643 | 497 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 10,630 | 496 | 0.04% | 0.03% | 153 | -127 | -1.18% | Q1 2026 | Apr 15, 2026 |
| Painted Porch Advisors LLC | History | No change | 10,500 | 490 | 0.23% | 0.18% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | New | 10,457 | 488 | 0.0% | — | 155 | +10,457 | New | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 10,397 | 485 | 0.03% | 0.08% | 156 | -17,637 | -62.91% | Q1 2026 | Apr 15, 2026 |
| Beckerman Institutional, LLC | History | Added to | 10,043 | 469 | 0.25% | 0.22% | 158 | +1,066 | 11.87% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,911 | 469 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 9,932 | 463 | 0.02% | — | 159 | +9,932 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,872 | 461 | 0.0% | 0.0% | 160 | +2,702 | 37.68% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,860 | 460 | 0.0% | 0.01% | 162 | -9,537 | -49.17% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,862 | 460 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,727 | 454 | 0.01% | 0.01% | 163 | +43 | 0.44% | Q1 2026 | May 18, 2026 |
| HRT FINANCIAL LP | History | New | 9,444 | 441 | 0.0% | — | 164 | +9,444 | New | Q1 2026 | May 14, 2026 |
| S.A. Mason LLC | History | Added to | 9,337 | 436 | 0.16% | 0.16% | 165 | +44 | 0.47% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9,348 | 436 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Slagle Financial, LLC | History | Reduced | 9,213 | 430 | 0.14% | 0.17% | 167 | -1,916 | -17.22% | Q1 2026 | May 01, 2026 |
| Keystone Wealth Services, LLC | History | New | 8,992 | 419 | 0.09% | — | 168 | +8,992 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,968 | 418 | 0.01% | 0.01% | 169 | +3,963 | 79.18% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,596 | 401 | 0.0% | 0.01% | 170 | -26,325 | -75.38% | Q1 2026 | Jun 02, 2026 |
| Bay Rivers Group | History | Added to | 8,376 | 391 | 0.16% | 0.1% | 171 | +2,605 | 45.14% | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 8,355 | 390 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 7,962 | 371 | 0.05% | — | 173 | +7,962 | New | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | New | 7,962 | 371 | 0.03% | — | 174 | +7,962 | New | Q1 2026 | May 07, 2026 |
| XML Financial, LLC | History | Added to | 7,804 | 364 | 0.03% | 0.02% | 175 | +2,900 | 59.14% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,575 | 353 | 0.0% | 0.01% | 176 | -14,013 | -64.91% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,475 | 349 | 0.0% | — | 177 | +7,475 | New | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 7,354 | 343 | 0.03% | 0.04% | 178 | -7,231 | -49.58% | Q1 2026 | Apr 20, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 7,342 | 342 | 0.12% | 0.13% | 179 | -1,179 | -13.84% | Q1 2026 | May 14, 2026 |
| London & Capital Asset Management Ltd | History | No change | 7,282 | 339 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | New | 7,167 | 334 | 0.0% | — | 182 | +7,167 | New | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 7,168 | 334 | 0.04% | 0.06% | 181 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Indivisible Partners | History | Added to | 7,112 | 332 | 0.03% | 0.03% | 183 | +103 | 1.47% | Q1 2026 | Apr 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 7,031 | 328 | 0.04% | — | 184 | +7,031 | New | Q1 2026 | Apr 28, 2026 |
| Bedminster, LLC | History | Added to | 6,832 | 319 | 0.3% | 0.26% | 185 | +218 | 3.3% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | New | 6,687 | 312 | 0.01% | — | 186 | +6,687 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 6,650 | 310 | 0.02% | — | 187 | +6,650 | New | Q1 2026 | May 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 6,573 | 306 | 0.07% | 0.13% | 188 | -4,336 | -39.75% | Q1 2026 | May 07, 2026 |
| CAP Partners, LLC | History | Reduced | 6,251 | 291 | 0.16% | 0.23% | 190 | -3,292 | -34.5% | Q1 2026 | Apr 28, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 6,240 | 291 | 0.05% | 0.04% | 189 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LFG Wealth Partners, LLC | History | No change | 6,685 | 287 | 0.18% | 0.18% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,650 | 285 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | No change | 6,084 | 284 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 5,983 | 279 | 0.04% | 0.03% | 194 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Retirement Planning Group, LLC | History | No change | 5,949 | 277 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,799 | 270 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 5,779 | 269 | 0.0% | 0.0% | 198 | +482 | 9.1% | Q1 2026 | May 07, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 5,778 | 269 | 0.13% | 0.12% | 197 | -328 | -5.37% | Q1 2026 | May 15, 2026 |
| Womack Financial LLC | History | New | 5,720 | 267 | 0.2% | — | 199 | +5,720 | New | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | New | 5,509 | 257 | 0.05% | — | 200 | +5,509 | New | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | New | 5,266 | 254 | 0.0% | — | 201 | +5,266 | New | Q1 2026 | Apr 20, 2026 |
| SVRN Asset Management, LLC | History | No change | 5,365 | 250 | 0.24% | 0.19% | 202 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,326 | 248 | 0.0% | 0.0% | 203 | -57 | -1.06% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,250 | 245 | 0.0% | 0.0% | 204 | +435 | 9.03% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 5,215 | 243 | 0.0% | 0.0% | 205 | -410 | -7.29% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 5,180 | 241 | 0.07% | — | 207 | +5,180 | New | Q1 2026 | May 13, 2026 |
| Archer Investment Management, LLC | History | New | 5,161 | 241 | 0.1% | — | 208 | +5,161 | New | Q1 2026 | Apr 08, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 5,180 | 241 | 0.07% | 0.08% | 206 | -630 | -10.84% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | New | 5,138 | 239 | 0.01% | — | 209 | +5,138 | New | Q1 2026 | Apr 27, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,096 | 237 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aspect Partners, LLC | History | Added to | 5,025 | 234 | 0.1% | 0.09% | 212 | +20 | 0.4% | Q1 2026 | Apr 02, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 5,032 | 234 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,846 | 230 | 0.0% | 0.0% | 213 | +3,616 | 293.98% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,889 | 228 | 0.0% | — | 215 | +4,889 | New | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | No change | 4,884 | 228 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | New | 4,713 | 220 | 0.01% | — | 216 | +4,713 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,598 | 215 | 0.0% | 0.0% | 217 | +2,283 | 98.62% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 4,605 | 215 | 0.07% | 0.08% | 218 | -1,218 | -20.92% | Q1 2026 | Apr 28, 2026 |
| Capital Squared Financial LLC | History | New | 4,566 | 213 | 0.16% | — | 220 | +4,566 | New | Q1 2026 | May 01, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 4,571 | 213 | 0.09% | 0.13% | 219 | -3,064 | -40.13% | Q1 2026 | Apr 23, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 4,549 | 212 | 0.02% | — | 221 | +4,549 | New | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | New | 4,441 | 207 | 0.01% | — | 222 | +4,441 | New | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,296 | 200 | 0.0% | — | 224 | +4,296 | New | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,300 | 200 | 0.0% | 0.0% | 223 | -2,200 | -33.85% | Q1 2026 | May 14, 2026 |
| Networth Advisors, LLC | History | Reduced | 3,921 | 183 | 0.13% | 0.13% | 225 | -213 | -5.15% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | Added to | 3,523 | 164 | 0.06% | 0.04% | 226 | +1,078 | 44.09% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 3,387 | 158 | 0.12% | — | 227 | +3,387 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 3,058 | 142 | 0.0% | 0.0% | 228 | +2,043 | 201.28% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,041 | 142 | 0.12% | 0.13% | 230 | -315 | -9.39% | Q1 2026 | May 06, 2026 |
| CoreFirst Bank & Trust | History | Added to | 3,060 | 142 | 0.08% | 0.07% | 229 | +60 | 2.0% | Q1 2026 | Jun 03, 2026 |
| SouthState Bank Corp | History | Reduced | 2,858 | 133 | 0.01% | 0.01% | 231 | -2,556 | -47.21% | Q1 2026 | May 05, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 2,780 | 129 | 0.09% | — | 233 | +2,780 | New | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,867 | 129 | 0.0% | 0.01% | 232 | -664 | -18.8% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,481 | 115 | 0.01% | 0.01% | 234 | +579 | 30.44% | Q1 2026 | Apr 14, 2026 |
| Heritage Wealth Advisors | History | New | 2,092 | 97 | 0.0% | — | 235 | +2,092 | New | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,786 | 83 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,769 | 82 | 0.0% | — | 237 | +1,769 | New | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | No change | 1,462 | 68 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | No change | 1,450 | 67 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 1,425 | 66 | 0.0% | 0.01% | 240 | -3,462 | -70.84% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Added to | 1,404 | 65 | 0.01% | 0.01% | 241 | +126 | 9.86% | Q1 2026 | Apr 10, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,172 | 54 | 0.01% | 0.01% | 242 | +72 | 6.55% | Q1 2026 | Apr 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,059 | 49 | 0.0% | 0.0% | 243 | -203 | -16.09% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,024 | 48 | 0.01% | 0.01% | 244 | -9 | -0.87% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 1,002 | 46 | 0.0% | — | 248 | +1,002 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 1,000 | 46 | 0.0% | — | 247 | +1,000 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 997 | 46 | 0.0% | 0.0% | 245 | +184 | 22.63% | Q1 2026 | May 08, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 996 | 46 | 0.04% | 0.02% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Imprint Wealth LLC | History | Reduced | 931 | 43 | 0.2% | 0.42% | 249 | -1,163 | -55.54% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 902 | 42 | 0.0% | 0.0% | 250 | +748 | 485.71% | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 860 | 40 | 0.03% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisors Preferred, LLC | History | Added to | 829 | 38 | 0.01% | 0.0% | 252 | +698 | 532.82% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 750 | 35 | 0.0% | — | 254 | +750 | New | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 750 | 35 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Decker Retirement Planning Inc. | History | No change | 661 | 30 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fairman Group, LLC | History | Added to | 596 | 27 | 0.02% | 0.0% | 256 | +498 | 508.16% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 538 | 25 | 0.0% | 0.0% | 257 | +145 | 36.9% | Q1 2026 | Jun 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 500 | 23 | 0.0% | 0.0% | 258 | +300 | 150.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 500 | 23 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 495 | 23 | 0.02% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 491 | 22 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 487 | 22 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 343 | 16 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Capital Analysts, LLC | History | No change | 320 | 15 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 14 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 288 | 12 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | No change | 245 | 11 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 189 | 8 | 0.0% | — | 269 | +189 | New | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 175 | 8 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| POM Investment Strategies, LLC | History | New | 154 | 7 | 0.01% | — | 271 | +154 | New | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 163 | 7 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 143 | 6 | 0.0% | 0.0% | 272 | -189 | -56.93% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | New | 139 | 6 | 0.0% | — | 273 | +139 | New | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 117 | 5 | 0.0% | — | 276 | +117 | New | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 122 | 5 | 0.0% | 0.0% | 274 | +1 | 0.83% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 125 | 5 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 48 | 2 | 0.0% | 0.06% | 278 | -3,461 | -98.63% | Q1 2026 | Apr 07, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 49 | 2 | 0.0% | 0.0% | 279 | -6 | -10.91% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 35 | 1 | 0.0% | — | 281 | +35 | New | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | No change | 29 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.19% | — | -1,300,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -106,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -66,145 | -100.0% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.02% | — | -54,942 | -100.0% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -43,465 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,149 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -7,032 | -100.0% | Q1 2026 | May 01, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,896 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,860 | -100.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,242 | -100.0% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | May 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 22, 2026 |