iSHARES TRUST - IBB
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.
Showing first 300 of
1,028 rows for faster page load.
Load all rows.
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 | 7,259,501 | 1,225,766 | 0.09% | 0.08% | 1 | +707,343 | 10.8% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 5,122,689 | 864,966 | 0.37% | 0.39% | 2 | -119,999 | -2.29% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 2,773,467 | 468,300 | 0.03% | 0.03% | 3 | -430,659 | -13.44% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,429,567 | 410,232 | 0.2% | 0.16% | 4 | +296,106 | 13.88% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,460,954 | 398,330 | 0.03% | 0.0% | 5 | +2,112,897 | 607.05% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,275,806 | 215,419 | 0.02% | 0.02% | 6 | +71,760 | 5.96% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,226,668 | 207,122 | 0.06% | 0.06% | 7 | +3,618 | 0.3% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,029,709 | 173,866 | 0.05% | 0.05% | 8 | +35,398 | 3.56% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 881,632 | 148,863 | 0.72% | 0.77% | 9 | +55,938 | 6.77% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 854,345 | 144,256 | 0.03% | 0.02% | 10 | +97,919 | 12.94% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 819,304 | 138,339 | 0.02% | 0.03% | 11 | -98,745 | -10.76% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 772,812 | 130,490 | 0.25% | 0.07% | 12 | +549,780 | 246.5% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 737,128 | 124,464 | 0.02% | 0.02% | 13 | +7,434 | 1.02% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 724,989 | 122,414 | 0.03% | 0.05% | 14 | -267,810 | -26.98% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 676,334 | 114,198 | 0.01% | 0.02% | 15 | -422,712 | -38.46% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 666,343 | 112,512 | 0.15% | 0.14% | 16 | +24,320 | 3.79% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 652,818 | 110,228 | 0.27% | 0.24% | 17 | +33,268 | 5.37% | Q1 2026 | Apr 22, 2026 |
| WestEnd Advisors, LLC | History | Added to | 648,103 | 109,439 | 2.64% | 2.47% | 18 | +18,436 | 2.93% | Q1 2026 | Apr 22, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 596,000 | 100,634 | 0.16% | 0.17% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 557,807 | 94,185 | 0.08% | 0.35% | 20 | -917,200 | -62.18% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 478,134 | 80,732 | 0.02% | 0.03% | 21 | -193,807 | -28.84% | Q1 2026 | May 14, 2026 |
| Sofinnova Investments, Inc. | History | New | 475,000 | 80,203 | 3.05% | — | 22 | +475,000 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 389,056 | 65,692 | 0.04% | 0.0% | 23 | +349,812 | 891.38% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 318,588 | 53,793 | 0.03% | 0.03% | 24 | -6,394 | -1.97% | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 302,307 | 51,044 | 0.35% | 0.26% | 25 | +1,849 | 0.62% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 269,905 | 45,573 | 0.01% | 0.01% | 26 | -267,989 | -49.82% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 226,236 | 38,199 | 0.02% | 0.02% | 27 | +2,926 | 1.31% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 187,807 | 31,711 | 0.0% | 0.01% | 28 | -250,744 | -57.18% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 157,318 | 26,564 | 0.02% | 0.02% | 29 | +1,898 | 1.22% | Q1 2026 | May 12, 2026 |
| Cornerstone Advisors, LLC | History | Added to | 148,027 | 24,994 | 0.92% | 0.5% | 30 | +59,007 | 66.29% | Q1 2026 | May 08, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 142,013 | 23,978 | 5.94% | 6.18% | 31 | -8,490 | -5.64% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 136,949 | 23,124 | 0.04% | 0.04% | 32 | -10,758 | -7.28% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 132,371 | 22,350 | 0.03% | 0.03% | 33 | -15,276 | -10.35% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 128,530 | 21,702 | 0.02% | 0.02% | 34 | +10,994 | 9.35% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 127,398 | 21,511 | 0.1% | 0.14% | 35 | -167,603 | -56.81% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 123,319 | 20,822 | 0.02% | 0.02% | 36 | -253 | -0.2% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 120,147 | 20,286 | 1.31% | 1.26% | 37 | +410 | 0.34% | Q1 2026 | Apr 27, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 116,115 | 19,606 | 1.03% | 1.38% | 38 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 115,088 | 19,436 | 0.0% | 0.0% | 39 | -488 | -0.42% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | No change | 102,330 | 17,300 | 0.16% | 0.15% | 40 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 98,967 | 16,710 | 0.05% | 0.05% | 41 | -15,716 | -13.7% | Q1 2026 | May 04, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 97,654 | 16,488 | 0.86% | 0.79% | 42 | -263 | -0.27% | Q1 2026 | Apr 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 95,165 | 16,153 | 0.03% | 0.03% | 43 | -1,908 | -1.97% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 95,031 | 16,054 | 0.02% | 0.02% | 44 | +2,130 | 2.29% | Q1 2026 | May 15, 2026 |
| Volterra Technologies LP | History | Added to | 85,122 | 14,372 | 1.75% | 0.38% | 45 | +62,622 | 278.32% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 81,832 | 13,817 | 0.08% | 0.08% | 46 | +1,371 | 1.7% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 76,710 | 12,952 | 0.03% | 0.03% | 47 | +2,681 | 3.62% | Q1 2026 | May 06, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 74,010 | 12,497 | 0.87% | 0.82% | 48 | +110 | 0.15% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 72,434 | 12,230 | 0.01% | 0.01% | 49 | +4,816 | 7.12% | Q1 2026 | May 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 71,000 | 11,988 | 0.13% | 0.12% | 50 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 70,904 | 11,972 | 0.01% | 0.01% | 51 | +385 | 0.55% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 69,763 | 11,779 | 0.02% | 0.01% | 52 | +21,881 | 45.7% | Q1 2026 | May 15, 2026 |
| Bronte Capital Management Pty Ltd. | History | Reduced | 69,265 | 11,695 | 1.16% | 1.22% | 53 | -3,085 | -4.26% | Q1 2026 | Apr 27, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 63,758 | 10,765 | 4.21% | 4.11% | 54 | -475 | -0.74% | Q1 2026 | Apr 27, 2026 |
| DAFNA Capital Management LLC | History | Reduced | 62,095 | 10,484 | 2.38% | 2.67% | 55 | -6,000 | -8.81% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 62,078 | 10,481 | 0.01% | 0.01% | 56 | +4,533 | 7.88% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 62,066 | 10,479 | 0.06% | 0.06% | 57 | +10,322 | 19.95% | Q1 2026 | May 15, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 61,497 | 10,383 | 0.93% | 1.07% | 58 | -248 | -0.4% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | Added to | 57,940 | 10,235 | 0.15% | 0.19% | 59 | +346 | 0.6% | Q1 2026 | Apr 20, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 60,161 | 10,158 | 0.72% | 0.7% | 60 | +2,577 | 4.48% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 57,394 | 9,387 | 0.01% | 0.01% | 61 | -508,073 | -89.85% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 54,464 | 9,196 | 1.01% | 0.97% | 62 | +231 | 0.43% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 54,284 | 9,165 | 0.1% | — | 63 | +54,284 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 53,703 | 9,067 | 0.01% | 0.01% | 64 | -309 | -0.57% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 52,531 | 8,937 | 0.01% | 0.01% | 65 | +5,625 | 11.99% | Q1 2026 | May 05, 2026 |
| Virtue Capital Management, LLC | History | Added to | 54,595 | 8,838 | 1.34% | 1.39% | 66 | +1,181 | 2.21% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 51,481 | 8,692 | 0.11% | 0.12% | 67 | -4,428 | -7.92% | Q1 2026 | May 15, 2026 |
| Humankind Investments LLC | History | Reduced | 50,000 | 8,442 | 4.82% | 4.13% | 68 | -4,500 | -8.26% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 48,738 | 8,229 | 0.04% | 0.04% | 69 | +6,310 | 14.87% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 48,168 | 8,133 | 0.1% | 0.1% | 70 | +7,506 | 18.46% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 47,461 | 8,013 | 0.03% | 0.03% | 71 | +5,155 | 12.19% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 45,881 | 7,747 | 0.04% | 0.04% | 72 | +6,112 | 15.37% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,147 | 7,623 | 0.02% | 0.03% | 73 | -23,568 | -34.3% | Q1 2026 | Apr 30, 2026 |
| FORBES J M & CO LLP | History | Reduced | 43,687 | 7,376 | 0.62% | 0.6% | 74 | -13 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 43,563 | 7,355 | 0.01% | 0.01% | 75 | +4,663 | 11.99% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 44,450 | 7,194 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 41,889 | 7,073 | 0.51% | 0.5% | 77 | -270 | -0.64% | Q1 2026 | Apr 01, 2026 |
| SP Asset Management LLC | History | Reduced | 41,573 | 7,019 | 0.62% | 0.56% | 78 | -762 | -1.8% | Q1 2026 | May 06, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 41,082 | 6,936 | 0.39% | 0.31% | 79 | +6,465 | 18.68% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,332 | 6,810 | 0.07% | 0.07% | 80 | +4,643 | 13.01% | Q1 2026 | Apr 20, 2026 |
| LM Advisors LLC | History | No change | 1,109 | 6,569 | 0.1% | 0.12% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,939 | 6,405 | 0.03% | 0.03% | 82 | +1,557 | 4.28% | Q1 2026 | May 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 37,787 | 6,380 | 0.59% | 0.54% | 83 | -320 | -0.84% | Q1 2026 | Apr 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 37,499 | 6,331 | 0.69% | 0.64% | 84 | +2,654 | 7.62% | Q1 2026 | Apr 16, 2026 |
| Quantitative Investment Management, LLC | History | New | 37,419 | 6,318 | 0.66% | — | 85 | +37,419 | New | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | New | 37,298 | 6,297 | 0.29% | — | 86 | +37,298 | New | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | New | 36,872 | 6,225 | 0.07% | — | 87 | +36,872 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 36,363 | 6,139 | 0.0% | 0.0% | 88 | +402 | 1.12% | Q1 2026 | May 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 36,081 | 6,092 | 0.42% | 0.41% | 89 | -23 | -0.06% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 35,945 | 6,069 | 0.16% | 0.08% | 90 | +17,217 | 91.93% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 35,873 | 6,057 | 0.13% | 0.08% | 91 | +15,387 | 75.11% | Q1 2026 | Apr 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 35,217 | 5,946 | 0.07% | 0.07% | 92 | -300 | -0.84% | Q1 2026 | May 05, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 35,219 | 5,946 | 0.93% | 0.94% | 93 | -235 | -0.66% | Q1 2026 | May 07, 2026 |
| Miller Investment Management, LP | History | Reduced | 35,093 | 5,925 | 0.59% | 0.62% | 94 | -2,353 | -6.28% | Q1 2026 | May 08, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 35,095 | 5,925 | 6.02% | 5.94% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Addison Capital Co | History | Added to | 33,045 | 5,579 | 0.99% | 1.2% | 96 | +4,569 | 16.05% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,007 | 5,570 | 0.04% | 0.03% | 97 | +9,715 | 41.71% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Reduced | 32,301 | 5,454 | 0.16% | 0.18% | 98 | -7,699 | -19.25% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 32,284 | 5,451 | 0.13% | 0.15% | 99 | -3,483 | -9.74% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | Reduced | 31,947 | 5,394 | 0.42% | 0.42% | 100 | -1,439 | -4.31% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 29,183 | 4,927 | 0.33% | 0.35% | 101 | -3,369 | -10.35% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,057 | 4,906 | 0.18% | 0.45% | 102 | -41,971 | -59.09% | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 28,392 | 4,794 | 0.46% | 0.44% | 103 | -6 | -0.02% | Q1 2026 | May 06, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 28,186 | 4,759 | 2.23% | 1.82% | 104 | +4,833 | 20.7% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 29,592 | 4,722 | 0.01% | 0.01% | 105 | -9,132 | -23.58% | Q1 2026 | Apr 08, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 27,488 | 4,641 | 0.79% | 0.91% | 106 | -2,150 | -7.25% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 27,437 | 4,632 | 0.1% | 0.11% | 107 | -838 | -2.96% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 27,352 | 4,618 | 0.01% | 0.01% | 108 | +14,097 | 106.35% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,698 | 4,604 | 0.0% | 0.0% | 109 | +4,785 | 20.01% | Q1 2026 | May 15, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 27,238 | 4,599 | 1.55% | 1.51% | 110 | -282 | -1.02% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 27,200 | 4,592 | 0.02% | 0.02% | 111 | +800 | 3.03% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 26,714 | 4,510 | 0.05% | 0.06% | 112 | +3,734 | 16.25% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 25,620 | 4,325 | 2.35% | 2.58% | 113 | -3,167 | -11.0% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 24,947 | 4,212 | 0.02% | 0.01% | 114 | +1,384 | 5.87% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 24,149 | 4,077 | 0.0% | 0.0% | 115 | +1,883 | 8.46% | Q1 2026 | May 07, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 24,133 | 4,074 | 0.11% | 0.11% | 116 | -1,550 | -6.04% | Q1 2026 | May 01, 2026 |
| Militia Capital Management LLC | History | New | 24,100 | 4,069 | 0.92% | — | 117 | +24,100 | New | Q1 2026 | May 13, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 23,808 | 4,019 | 0.17% | 0.18% | 118 | -2,599 | -9.84% | Q1 2026 | Apr 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 23,623 | 3,988 | 0.49% | 0.49% | 119 | +571 | 2.48% | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 23,588 | 3,982 | 0.26% | 0.27% | 120 | -1,049 | -4.26% | Q1 2026 | Apr 28, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 23,207 | 3,918 | 0.12% | 0.11% | 121 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Reduced | 22,971 | 3,878 | 0.03% | 0.03% | 122 | -215 | -0.93% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 22,860 | 3,858 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COFG Advisors, LLC | History | Added to | 22,632 | 3,821 | 0.94% | 0.94% | 124 | +16 | 0.07% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | New | 22,605 | 3,816 | 0.01% | — | 125 | +22,605 | New | Q1 2026 | May 15, 2026 |
| MARVIN & PALMER ASSOCIATES INC | History | Reduced | 21,824 | 3,684 | 4.41% | 5.03% | 126 | -20,395 | -48.31% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 21,378 | 3,609 | 0.01% | 0.01% | 127 | -11,739 | -35.45% | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 21,137 | 3,569 | 0.43% | 0.26% | 128 | +8,851 | 72.04% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 21,114 | 3,563 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 21,006 | 3,546 | 0.6% | 0.6% | 130 | +257 | 1.24% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 20,708 | 3,497 | 0.11% | 0.04% | 131 | +13,701 | 195.53% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 20,341 | 3,434 | 0.0% | — | 132 | +20,341 | New | Q1 2026 | May 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Added to | 20,239 | 3,417 | 0.95% | 0.48% | 133 | +9,057 | 81.0% | Q1 2026 | Apr 13, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 20,162 | 3,404 | 1.14% | 0.91% | 134 | -159 | -0.78% | Q1 2026 | Apr 28, 2026 |
| Marion Wealth Management | History | Reduced | 20,141 | 3,400 | 0.75% | 0.82% | 135 | -912 | -4.33% | Q1 2026 | May 12, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 20,079 | 3,390 | 0.56% | 0.56% | 136 | -1,380 | -6.43% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 19,975 | 3,372 | 0.0% | 0.0% | 137 | -344 | -1.69% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,892 | 3,358 | 0.01% | 0.01% | 138 | +4,939 | 33.03% | Q1 2026 | May 15, 2026 |
| Perkins Coie Trust Co | History | Added to | 19,855 | 3,352 | 0.64% | 0.62% | 139 | +180 | 0.91% | Q1 2026 | Apr 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 19,737 | 3,332 | 0.24% | 0.23% | 140 | +1,178 | 6.35% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 19,624 | 3,313 | 0.02% | 0.02% | 141 | +413 | 2.15% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 19,363 | 3,269 | 0.02% | 0.01% | 142 | +12,460 | 180.5% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 18,747 | 3,165 | 0.01% | 0.01% | 143 | -102 | -0.54% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 18,467 | 3,118 | 0.04% | 0.04% | 144 | -114 | -0.61% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 18,435 | 3,112 | 0.0% | 0.0% | 145 | +2,424 | 15.14% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 18,326 | 3,095 | 0.47% | 0.49% | 146 | +356 | 1.98% | Q1 2026 | May 04, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 18,315 | 3,035 | 0.84% | 0.71% | 147 | +3,959 | 27.58% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 17,895 | 3,021 | 0.02% | 0.04% | 148 | -848 | -4.52% | Q1 2026 | May 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 17,570 | 2,966 | 0.22% | 0.13% | 149 | +6,740 | 62.23% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 17,349 | 2,929 | 0.0% | 0.01% | 150 | -81,799 | -82.5% | Q1 2026 | May 15, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 17,120 | 2,890 | 2.17% | 2.28% | 151 | -1,207 | -6.59% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 16,973 | 2,866 | 0.02% | 0.02% | 152 | -1,248 | -6.85% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | No change | 16,847 | 2,844 | 0.31% | 0.33% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ArchPoint Investors | History | No change | 16,750 | 2,828 | 0.67% | 0.67% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 16,681 | 2,816 | 0.03% | 0.03% | 155 | +808 | 5.09% | Q1 2026 | May 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 16,464 | 2,779 | 0.16% | 0.15% | 156 | +1,303 | 8.59% | Q1 2026 | Apr 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 16,300 | 2,752 | 0.0% | 0.01% | 157 | -17,200 | -51.34% | Q1 2026 | May 15, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 16,280 | 2,748 | 0.06% | 0.05% | 158 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Added to | 16,249 | 2,743 | 0.0% | 0.0% | 159 | +1,792 | 12.4% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 16,234 | 2,741 | 0.3% | 0.33% | 160 | -60 | -0.37% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,046 | 2,709 | 0.06% | 0.06% | 161 | +240 | 1.52% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 15,997 | 2,701 | 0.23% | 0.2% | 162 | +21 | 0.13% | Q1 2026 | May 14, 2026 |
| SIH Partners, LLLP | History | New | 15,884 | 2,682 | 0.04% | — | 164 | +15,884 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 15,885 | 2,682 | 0.03% | 0.02% | 163 | +4,160 | 35.48% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 15,801 | 2,667 | 0.05% | 0.05% | 165 | -472 | -2.9% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,682 | 2,646 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 15,502 | 2,617 | 0.02% | 0.01% | 167 | +4,181 | 36.93% | Q1 2026 | May 15, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 15,426 | 2,604 | 0.15% | 0.14% | 168 | -405 | -2.56% | Q1 2026 | Apr 13, 2026 |
| Choate Investment Advisors | History | No change | 15,352 | 2,592 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 15,185 | 2,563 | 2.56% | 2.63% | 170 | -9,432 | -38.31% | Q1 2026 | May 06, 2026 |
| Avalon Trust Co | History | Reduced | 15,025 | 2,536 | 0.17% | 0.18% | 171 | -1,200 | -7.4% | Q1 2026 | May 06, 2026 |
| Snider Financial Group | History | Reduced | 15,000 | 2,532 | 0.76% | 1.12% | 172 | -10,000 | -40.0% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 14,981 | 2,529 | 0.07% | 0.07% | 173 | -2,405 | -13.83% | Q1 2026 | Apr 21, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 14,900 | 2,515 | 0.0% | — | 174 | +14,900 | New | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 14,830 | 2,504 | 0.32% | 0.31% | 175 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 14,777 | 2,495 | 0.01% | 0.01% | 176 | +3,101 | 26.56% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 14,730 | 2,485 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 14,638 | 2,471 | 0.21% | 0.26% | 178 | -3,000 | -17.01% | Q1 2026 | Apr 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 14,616 | 2,467 | 0.11% | — | 179 | +14,616 | New | Q1 2026 | Apr 15, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 14,486 | 2,445 | 1.14% | 1.01% | 180 | +650 | 4.7% | Q1 2026 | Apr 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 18,851 | 2,411 | 0.79% | 0.53% | 181 | +11,641 | 161.46% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 14,167 | 2,392 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 14,114 | 2,382 | 0.15% | 0.15% | 183 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 13,997 | 2,363 | 0.62% | 0.67% | 184 | -35 | -0.25% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 13,886 | 2,343 | 0.04% | 0.04% | 185 | -325 | -2.29% | Q1 2026 | May 05, 2026 |
| 1ST SOURCE BANK | History | Reduced | 13,812 | 2,332 | 0.12% | 0.13% | 186 | -383 | -2.7% | Q1 2026 | May 04, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Reduced | 13,795 | 2,329 | 1.83% | 4.09% | 187 | -15,440 | -52.81% | Q1 2026 | Apr 16, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 13,789 | 2,328 | 1.26% | 1.43% | 188 | -950 | -6.45% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 13,742 | 2,320 | 0.08% | 0.08% | 189 | -205 | -1.47% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,732 | 2,318 | 0.0% | 0.0% | 190 | +945 | 7.39% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,498 | 2,296 | 0.02% | 0.02% | 191 | +4,424 | 48.75% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,449 | 2,270 | 0.0% | 0.0% | 192 | +525 | 4.06% | Q1 2026 | May 14, 2026 |
| Martin Capital Advisors, LLP | History | Reduced | 13,419 | 2,265 | 1.43% | 1.39% | 193 | -600 | -4.28% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 13,389 | 2,260 | 0.04% | 0.05% | 194 | -353 | -2.57% | Q1 2026 | Apr 17, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 13,295 | 2,245 | 0.49% | 0.48% | 195 | -225 | -1.66% | Q1 2026 | Apr 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,260 | 2,239 | 0.0% | 0.01% | 197 | -28,984 | -68.61% | Q1 2026 | Apr 16, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 13,262 | 2,239 | 0.24% | 0.33% | 196 | -4,926 | -27.08% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,235 | 2,234 | 0.0% | 0.0% | 198 | +340 | 2.64% | Q1 2026 | May 05, 2026 |
| Intellectus Partners, LLC | History | Reduced | 13,100 | 2,211 | 0.45% | 0.43% | 199 | -48 | -0.37% | Q1 2026 | Apr 10, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 13,080 | 2,208 | 0.25% | 0.27% | 200 | +8 | 0.06% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,932 | 2,182 | 0.16% | 0.16% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 12,840 | 2,168 | 0.06% | 0.07% | 202 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 13,287 | 2,150 | 0.13% | 0.1% | 203 | +1,654 | 14.22% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 12,659 | 2,137 | 0.17% | 0.17% | 204 | -708 | -5.3% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,534 | 2,116 | 0.0% | 0.0% | 205 | +690 | 5.83% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 12,350 | 2,085 | 0.01% | 0.01% | 206 | -20,288 | -62.16% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,181 | 2,056 | 0.01% | 0.01% | 207 | +2,811 | 30.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,112 | 2,045 | 0.03% | 0.04% | 209 | -3,345 | -21.64% | Q1 2026 | May 15, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 12,115 | 2,045 | 1.16% | 1.29% | 208 | -87 | -0.71% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,001 | 2,026 | 0.06% | 0.05% | 210 | +667 | 5.88% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 11,893 | 2,023 | 0.03% | 0.03% | 211 | -337 | -2.76% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Added to | 11,959 | 2,019 | 0.03% | 0.03% | 212 | +106 | 0.89% | Q1 2026 | Apr 27, 2026 |
| WESBANCO BANK INC | History | No change | 11,647 | 1,966 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 11,587 | 1,956 | 0.33% | 0.31% | 214 | -35 | -0.3% | Q1 2026 | May 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 11,411 | 1,925 | 0.41% | 0.41% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 11,234 | 1,896 | 0.22% | 0.22% | 216 | -730 | -6.1% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,161 | 1,884 | 0.03% | 0.03% | 217 | -1,856 | -14.26% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,978 | 1,853 | 0.03% | 0.04% | 218 | +55 | 0.5% | Q1 2026 | May 18, 2026 |
| Wagner Wealth Management, Corp | History | New | 10,820 | 1,826 | 1.64% | — | 219 | +10,820 | New | Q1 2026 | May 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 10,797 | 1,823 | 0.98% | 0.95% | 220 | +14 | 0.13% | Q1 2026 | May 14, 2026 |
| Militia Capital Partners, LP | History | No change | 10,800 | 1,822 | 0.69% | 0.69% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 10,759 | 1,818 | 0.01% | 0.01% | 222 | -144 | -1.32% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,438 | 1,762 | 0.06% | 0.08% | 223 | -2,888 | -21.67% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 10,386 | 1,753 | 0.06% | 0.06% | 224 | +173 | 1.69% | Q1 2026 | May 06, 2026 |
| Dakota Wealth Management | History | Added to | 10,342 | 1,746 | 0.04% | 0.01% | 225 | +6,930 | 203.11% | Q1 2026 | May 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,307 | 1,740 | 0.01% | 0.01% | 226 | -68 | -0.66% | Q1 2026 | May 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 10,103 | 1,705 | 0.78% | 0.76% | 227 | -100 | -0.98% | Q1 2026 | May 12, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 10,061 | 1,698 | 0.82% | 0.85% | 228 | -167 | -1.63% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 10,031 | 1,693 | 0.05% | 0.03% | 229 | +3,766 | 60.11% | Q1 2026 | May 04, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 9,965 | 1,682 | 0.4% | — | 230 | +9,965 | New | Q1 2026 | Apr 20, 2026 |
| Canton Hathaway, LLC | History | No change | 9,961 | 1,681 | 0.34% | 0.32% | 231 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 9,910 | 1,673 | 0.02% | 0.03% | 232 | -955 | -8.79% | Q1 2026 | May 13, 2026 |
| Blue Fin Capital, Inc. | History | No change | 9,894 | 1,669 | 0.26% | 0.26% | 233 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cannell & Spears LLC | History | Reduced | 9,843 | 1,661 | 0.03% | 0.03% | 234 | -87 | -0.88% | Q1 2026 | May 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 9,813 | 1,656 | 0.12% | 0.11% | 235 | +449 | 4.79% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,707 | 1,639 | 0.05% | 0.04% | 236 | +2,170 | 28.79% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,455 | 1,596 | 0.02% | 0.01% | 237 | +2,907 | 44.4% | Q1 2026 | Apr 28, 2026 |
| RS CRUM INC. | History | No change | 9,451 | 1,595 | 0.31% | 0.32% | 238 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,391 | 1,585 | 0.02% | 0.02% | 239 | +55 | 0.59% | Q1 2026 | May 13, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 9,298 | 1,569 | 0.15% | 0.15% | 240 | -531 | -5.4% | Q1 2026 | Apr 16, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 9,275 | 1,566 | 0.22% | 0.22% | 241 | +4 | 0.04% | Q1 2026 | May 14, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Reduced | 9,248 | 1,561 | 0.92% | 1.05% | 242 | -459 | -4.73% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 9,175 | 1,549 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 9,041 | 1,526 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,910 | 1,504 | 0.03% | 0.03% | 245 | +128 | 1.46% | Q1 2026 | Apr 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 8,902 | 1,503 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Colonial Trust Co / SC | History | Reduced | 8,802 | 1,486 | 0.2% | 0.2% | 247 | -200 | -2.22% | Q1 2026 | May 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 8,747 | 1,476 | 0.09% | 0.1% | 248 | -329 | -3.62% | Q1 2026 | Apr 14, 2026 |
| City State Bank | History | Added to | 8,747 | 1,476 | 0.38% | 0.4% | 249 | +165 | 1.92% | Q1 2026 | Apr 20, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 8,726 | 1,473 | 1.26% | 1.16% | 250 | -119 | -1.35% | Q1 2026 | Apr 24, 2026 |
| Biltmore Family Office, LLC | History | No change | 8,704 | 1,469 | 0.21% | 0.2% | 251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 8,689 | 1,467 | 0.48% | 0.66% | 252 | -2,145 | -19.8% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 8,546 | 1,443 | 0.9% | — | 253 | +8,546 | New | Q1 2026 | Apr 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 8,454 | 1,427 | 0.03% | 0.05% | 255 | +2,239 | 36.03% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 8,455 | 1,427 | 0.02% | 0.02% | 254 | -145 | -1.69% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,406 | 1,419 | 0.02% | 0.02% | 256 | -50 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 8,397 | 1,417 | 0.1% | 0.09% | 257 | +90 | 1.08% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 8,360 | 1,411 | 0.02% | 0.01% | 258 | +2,203 | 35.78% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 8,300 | 1,401 | 0.0% | 0.02% | 259 | -62,984 | -88.36% | Q1 2026 | May 08, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 8,263 | 1,395 | 0.2% | 0.1% | 260 | +3,755 | 83.3% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,255 | 1,393 | 0.0% | 0.0% | 261 | +240 | 2.99% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Reduced | 8,223 | 1,388 | 0.04% | 0.04% | 262 | -113 | -1.36% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,862 | 1,370 | 0.03% | 0.03% | 263 | -19 | -0.24% | Q1 2026 | May 04, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 8,050 | 1,359 | 0.38% | 0.34% | 264 | -200 | -2.42% | Q1 2026 | Apr 22, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 8,003 | 1,351 | 0.6% | 0.55% | 265 | +930 | 13.15% | Q1 2026 | May 08, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 7,987 | 1,348 | 0.68% | 0.82% | 266 | -2,085 | -20.7% | Q1 2026 | May 12, 2026 |
| Lighthouse Financial LLC | History | Added to | 7,860 | 1,327 | 0.8% | 0.33% | 267 | +4,850 | 161.13% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Reduced | 7,815 | 1,319 | 0.0% | 0.0% | 268 | -1,432 | -15.49% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 7,792 | 1,315 | 0.11% | 0.09% | 269 | +1,124 | 16.86% | Q1 2026 | Apr 10, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 7,655 | 1,292 | 0.65% | 0.63% | 270 | +135 | 1.8% | Q1 2026 | Apr 21, 2026 |
| Tudor Financial Inc. | History | Added to | 7,487 | 1,264 | 0.65% | 0.64% | 271 | +100 | 1.35% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,454 | 1,258 | 0.02% | 0.02% | 272 | +154 | 2.11% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,439 | 1,255 | 0.01% | 0.01% | 273 | +100 | 1.36% | Q1 2026 | May 05, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 7,337 | 1,238 | 0.3% | 0.29% | 274 | +150 | 2.09% | Q1 2026 | May 05, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 7,302 | 1,232 | 0.08% | 0.07% | 275 | -38 | -0.52% | Q1 2026 | May 04, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 7,248 | 1,223 | 0.26% | 0.28% | 276 | -54 | -0.74% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,214 | 1,218 | 0.01% | 0.01% | 277 | +705 | 10.83% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,176 | 1,211 | 0.01% | 0.01% | 278 | +615 | 9.37% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,170 | 1,210 | 0.01% | 0.01% | 279 | +1,527 | 27.06% | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,997 | 1,181 | 0.0% | 0.0% | 280 | +5,831 | 500.09% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,939 | 1,171 | 0.03% | 0.03% | 281 | +1,029 | 17.41% | Q1 2026 | May 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 6,750 | 1,139 | 0.15% | 0.18% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 6,717 | 1,134 | 0.01% | 0.0% | 283 | -104 | -1.52% | Q1 2026 | May 14, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 6,694 | 1,130 | 0.74% | 0.72% | 284 | +113 | 1.72% | Q1 2026 | Apr 21, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 6,675 | 1,127 | 0.48% | 0.62% | 285 | -2,085 | -23.8% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,595 | 1,113 | 0.02% | 0.02% | 286 | -20 | -0.3% | Q1 2026 | Apr 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 6,531 | 1,102 | 0.05% | 0.05% | 287 | -26 | -0.4% | Q1 2026 | May 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 6,521 | 1,101 | 0.44% | 0.44% | 288 | -132 | -1.98% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,503 | 1,098 | 0.01% | 0.01% | 289 | +449 | 7.42% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,489 | 1,095 | 0.0% | 0.0% | 290 | +6,174 | 1960.0% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 6,466 | 1,091 | 0.1% | 0.1% | 291 | -10 | -0.15% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Reduced | 6,449 | 1,088 | 0.01% | 0.02% | 292 | -5,586 | -46.41% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | New | 6,439 | 1,087 | 0.06% | — | 293 | +6,439 | New | Q1 2026 | Apr 29, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 6,330 | 1,068 | 0.16% | 0.15% | 294 | -27 | -0.42% | Q1 2026 | May 06, 2026 |
| Florin Court Capital LLP | History | Reduced | 6,300 | 1,063 | 4.01% | 7.07% | 295 | -23,800 | -79.07% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,285 | 1,061 | 0.06% | 0.06% | 296 | -27 | -0.43% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | Added to | 6,237 | 1,053 | 0.0% | 0.0% | 297 | +1 | 0.02% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 6,220 | 1,050 | 0.04% | 0.04% | 298 | -851 | -12.04% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,214 | 1,049 | 0.27% | 0.27% | 299 | +299 | 5.05% | Q1 2026 | Apr 29, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 6,212 | 1,048 | 0.03% | 0.03% | 300 | +23 | 0.37% | Q1 2026 | May 05, 2026 |