iSHARES TRUST - IBDT
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 | Added to | 8,950,655 | 226,720 | 0.02% | 0.02% | 1 | +279,407 | 3.22% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,285,024 | 133,869 | 0.2% | 0.34% | 2 | -3,534,939 | -40.08% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,651,656 | 117,826 | 0.01% | 0.01% | 3 | +61,684 | 1.34% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 4,475,447 | 113,363 | 0.35% | 0.18% | 4 | +2,056,180 | 84.99% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,752,574 | 95,052 | 1.39% | 1.41% | 5 | +121,540 | 3.35% | Q1 2026 | Apr 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 3,532,934 | 89,489 | 1.44% | 1.35% | 6 | +229,399 | 6.94% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 3,524,978 | 89,287 | 0.01% | 0.01% | 7 | +490,969 | 16.18% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,118,298 | 78,986 | 0.02% | 0.02% | 8 | +142,572 | 4.79% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Added to | 2,940,328 | 74,478 | 1.07% | 0.82% | 9 | +650,115 | 28.39% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Added to | 2,513,489 | 63,666 | 0.02% | 0.02% | 10 | +248,583 | 10.98% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,849,086 | 46,837 | 0.01% | 0.01% | 11 | -6,809 | -0.37% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,774,558 | 44,949 | 0.05% | 0.05% | 12 | -36,377 | -2.01% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,634,772 | 41,409 | 0.01% | 0.01% | 13 | +28,014 | 1.74% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 1,624,154 | 41,139 | 2.54% | 2.59% | 14 | -2,113 | -0.13% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,562,572 | 39,579 | 2.69% | 2.47% | 15 | +116,564 | 8.06% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,468,086 | 37,186 | 0.01% | 0.01% | 16 | +206,026 | 16.32% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 1,435,556 | 36,362 | 3.18% | 3.01% | 17 | +32,694 | 2.33% | Q1 2026 | Apr 15, 2026 |
| SUMMITRY LLC | History | Added to | 1,409,882 | 35,712 | 1.56% | 1.48% | 18 | +18,198 | 1.31% | Q1 2026 | May 11, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,372,168 | 34,757 | 5.03% | 4.59% | 19 | +70,754 | 5.44% | Q1 2026 | May 04, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,306,247 | 33,087 | 2.04% | 2.05% | 20 | +110,024 | 9.2% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,304,385 | 33,040 | 1.58% | 1.56% | 21 | +37,530 | 2.96% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,278,339 | 32,380 | 1.71% | 1.62% | 22 | +29,336 | 2.35% | Q1 2026 | Apr 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 1,230,626 | 31,171 | 1.23% | 1.15% | 23 | +40,109 | 3.37% | Q1 2026 | Apr 14, 2026 |
| RVW Wealth, LLC | History | Added to | 1,159,226 | 29,363 | 2.29% | 2.12% | 24 | +70,569 | 6.48% | Q1 2026 | Apr 08, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 1,054,382 | 26,707 | 1.15% | 1.05% | 25 | +61,386 | 6.18% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,036,818 | 26,262 | 0.02% | 0.02% | 26 | +79,025 | 8.25% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,025,352 | 25,972 | 0.04% | 0.03% | 27 | -333 | -0.03% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 989,358 | 25,060 | 0.04% | 0.04% | 28 | +120,083 | 13.81% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 869,218 | 22,017 | 0.03% | 0.03% | 29 | +11,980 | 1.4% | Q1 2026 | Apr 27, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 867,919 | 21,984 | 6.39% | 0.44% | 30 | +847,448 | 4139.75% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 855,757 | 21,676 | 0.08% | 0.07% | 31 | +177,001 | 26.08% | Q1 2026 | Apr 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 794,471 | 20,123 | 1.97% | 1.79% | 32 | +63,844 | 8.74% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 740,653 | 18,760 | 0.19% | 0.19% | 33 | +64,893 | 9.6% | Q1 2026 | May 12, 2026 |
| Summit Asset Management, LLC | History | Added to | 739,662 | 18,735 | 2.61% | 2.62% | 34 | +10,997 | 1.51% | Q1 2026 | May 08, 2026 |
| REBALANCE, LLC | History | Reduced | 723,281 | 18,320 | 1.06% | 1.09% | 35 | -10,788 | -1.47% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 670,973 | 16,995 | 0.02% | 0.02% | 36 | +21,502 | 3.31% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 637,798 | 16,155 | 0.26% | 0.17% | 37 | +319,642 | 100.47% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 615,991 | 15,680 | 0.28% | 0.28% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 577,599 | 14,630 | 1.47% | 1.43% | 39 | +14,519 | 2.58% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 574,314 | 14,547 | 0.08% | 0.08% | 40 | +27,848 | 5.1% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 564,455 | 14,297 | 0.0% | 0.0% | 41 | +210,622 | 59.53% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Added to | 561,467 | 14,221 | 0.22% | 0.21% | 42 | +22,839 | 4.24% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 548,869 | 13,902 | 0.18% | 0.2% | 43 | +20,518 | 3.88% | Q1 2026 | May 15, 2026 |
| SPINNAKER TRUST | History | Added to | 547,809 | 13,876 | 0.77% | 0.67% | 44 | +58,546 | 11.97% | Q1 2026 | Apr 23, 2026 |
| CENTRAL TRUST Co | History | Added to | 539,668 | 13,669 | 0.27% | 0.24% | 45 | +51,149 | 10.47% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 505,405 | 12,801 | 0.34% | 0.33% | 46 | +118 | 0.02% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 502,246 | 12,721 | 0.01% | 0.01% | 47 | +50,915 | 11.28% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning, LLC | History | Added to | 499,609 | 12,676 | 2.86% | 2.01% | 48 | +160,371 | 47.27% | Q1 2026 | May 11, 2026 |
| NOVEM GROUP | History | Added to | 498,960 | 12,638 | 1.45% | 1.32% | 49 | +49,653 | 11.05% | Q1 2026 | Apr 10, 2026 |
| Windsor Capital Management, LLC | History | Added to | 498,933 | 12,637 | 3.56% | 3.39% | 50 | +16,666 | 3.46% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 497,869 | 12,611 | 0.43% | 0.39% | 51 | +43,260 | 9.52% | Q1 2026 | May 07, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 490,178 | 12,416 | 0.91% | 0.88% | 52 | +10,863 | 2.27% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 488,842 | 12,382 | 0.14% | 0.13% | 53 | +41,842 | 9.36% | Q1 2026 | Apr 28, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 433,344 | 10,976 | 1.74% | 1.69% | 54 | +30,175 | 7.48% | Q1 2026 | May 07, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 402,000 | 10,182 | 2.99% | 5.0% | 55 | -9,582 | -2.33% | Q1 2026 | May 14, 2026 |
| Peloton Wealth Strategists | History | Added to | 399,188 | 10,111 | 4.09% | 3.85% | 56 | +8,628 | 2.21% | Q1 2026 | May 14, 2026 |
| Strid Group, LLC | History | Added to | 385,063 | 9,753 | 1.21% | 0.94% | 57 | +87,309 | 29.32% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 363,617 | 9,210 | 0.05% | 0.06% | 58 | +52,992 | 17.06% | Q1 2026 | May 15, 2026 |
| Northstar Group, Inc. | History | Added to | 354,086 | 8,969 | 1.27% | 1.1% | 59 | +37,197 | 11.74% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 349,330 | 8,848 | 0.04% | 0.04% | 60 | +11,350 | 3.36% | Q1 2026 | May 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 343,504 | 8,700 | 4.11% | 3.83% | 61 | +20,107 | 6.22% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Added to | 339,172 | 8,591 | 0.01% | 0.01% | 62 | +106,755 | 45.93% | Q1 2026 | May 14, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 333,180 | 8,439 | 3.58% | 3.56% | 63 | +13,553 | 4.24% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 332,737 | 8,428 | 0.09% | 0.09% | 64 | +14,558 | 4.58% | Q1 2026 | May 05, 2026 |
| InvesTrust | History | Added to | 314,466 | 7,965 | 3.35% | 3.01% | 65 | +8,944 | 2.93% | Q1 2026 | Apr 07, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 313,680 | 7,945 | 4.8% | 4.48% | 66 | -7,581 | -2.36% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 304,913 | 7,723 | 0.14% | 0.14% | 67 | +14,400 | 4.96% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 304,247 | 7,706 | 0.16% | 0.14% | 68 | +57,788 | 23.45% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 291,381 | 7,380 | 0.0% | 0.0% | 69 | +171,190 | 142.43% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 286,931 | 7,267 | 0.05% | 0.04% | 70 | +67,182 | 30.57% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 274,028 | 6,941 | 0.0% | — | 71 | +274,028 | New | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 271,817 | 6,871 | 1.31% | 1.29% | 72 | +17,083 | 6.71% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 270,053 | 6,840 | 0.05% | 0.07% | 73 | +54,011 | 25.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 266,908 | 6,760 | 0.02% | 0.02% | 74 | +19,639 | 7.94% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 265,068 | 6,714 | 0.09% | 0.08% | 75 | +45,210 | 20.56% | Q1 2026 | Apr 08, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 262,868 | 6,658 | 1.9% | 1.86% | 76 | +20,680 | 8.54% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 260,291 | 6,593 | 0.01% | 0.01% | 77 | -3,392 | -1.29% | Q1 2026 | May 13, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 252,277 | 6,390 | 1.51% | 1.43% | 78 | +9,757 | 4.02% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 251,652 | 6,374 | 0.28% | 0.34% | 79 | +8,669 | 3.57% | Q1 2026 | May 11, 2026 |
| Cheviot Value Management, LLC | History | Added to | 251,342 | 6,366 | 0.64% | 0.59% | 80 | +14,298 | 6.03% | Q1 2026 | May 12, 2026 |
| Probity Advisors, Inc. | History | Reduced | 249,648 | 6,323 | 1.0% | 1.68% | 81 | -163,028 | -39.51% | Q1 2026 | Apr 28, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 248,397 | 6,291 | 2.32% | 2.17% | 82 | +11,864 | 5.02% | Q1 2026 | Apr 30, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 246,393 | 6,241 | 1.1% | 1.09% | 83 | +8,975 | 3.78% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 245,295 | 6,193 | 0.11% | 0.09% | 84 | +42,579 | 21.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 243,888 | 6,177 | 0.0% | 0.0% | 85 | +185,502 | 317.72% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Added to | 243,639 | 6,171 | 1.08% | 0.97% | 86 | +18,402 | 8.17% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 241,538 | 6,118 | 0.02% | 0.01% | 87 | +19,344 | 8.71% | Q1 2026 | Apr 30, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 234,759 | 5,946 | 0.67% | 0.53% | 88 | +49,921 | 27.01% | Q1 2026 | Apr 08, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 233,753 | 5,920 | 0.46% | 0.43% | 89 | +9,585 | 4.28% | Q1 2026 | Apr 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 233,386 | 5,911 | 1.25% | 1.25% | 90 | +784 | 0.34% | Q1 2026 | May 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 232,558 | 5,890 | 0.36% | 0.32% | 91 | +25,900 | 12.53% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 232,750 | 5,874 | 0.0% | 0.0% | 92 | +36,838 | 18.8% | Q1 2026 | May 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 223,865 | 5,670 | 2.21% | 2.13% | 93 | +4,602 | 2.1% | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 223,691 | 5,666 | 0.11% | 0.1% | 94 | +4,271 | 1.95% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 220,900 | 5,595 | 0.05% | 0.06% | 95 | -4,570 | -2.03% | Q1 2026 | May 08, 2026 |
| Great Diamond Partners, LLC | History | Added to | 220,720 | 5,590 | 1.08% | 0.92% | 96 | +33,198 | 17.7% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 220,316 | 5,580 | 0.03% | 0.03% | 97 | -2,429 | -1.09% | Q1 2026 | May 14, 2026 |
| Signature Wealth Management Group | History | Reduced | 219,637 | 5,563 | 2.11% | 2.28% | 98 | -422 | -0.19% | Q1 2026 | Apr 01, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 215,277 | 5,452 | 1.64% | 1.61% | 99 | +6,528 | 3.13% | Q1 2026 | May 07, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 213,777 | 5,414 | 1.42% | 1.42% | 100 | +1,763 | 0.83% | Q1 2026 | May 01, 2026 |
| Heartland Bank & Trust Co | History | Added to | 213,474 | 5,407 | 1.22% | 2.0% | 101 | +27,412 | 14.73% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | Added to | 205,886 | 5,210 | 0.17% | 0.18% | 102 | +334 | 0.16% | Q1 2026 | Apr 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 205,201 | 5,197 | 0.21% | 0.17% | 103 | +42,031 | 25.76% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 202,949 | 5,140 | 0.09% | 0.09% | 104 | +13,139 | 6.92% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | Added to | 201,975 | 5,116 | 0.74% | 0.68% | 105 | +15,870 | 8.53% | Q1 2026 | May 13, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 200,024 | 5,066 | 2.7% | 2.67% | 106 | +5,595 | 2.88% | Q1 2026 | May 07, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Reduced | 199,615 | 5,056 | 2.71% | 2.98% | 107 | -970 | -0.48% | Q1 2026 | Apr 29, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 198,024 | 5,015 | 0.32% | 0.24% | 108 | +53,942 | 37.44% | Q1 2026 | Apr 16, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 195,823 | 4,960 | 0.38% | 0.38% | 109 | +8,624 | 4.61% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Added to | 195,552 | 4,953 | 0.36% | 0.36% | 110 | +2,109 | 1.09% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 193,845 | 4,905 | 0.03% | 0.02% | 111 | +73,290 | 60.79% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 192,842 | 4,884 | 0.01% | 0.01% | 112 | +612 | 0.32% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 192,147 | 4,867 | 0.0% | — | 113 | +192,147 | New | Q1 2026 | May 15, 2026 |
| Twin Cities Retirement Group LLC | History | Reduced | 191,585 | 4,852 | 4.44% | 4.81% | 114 | -4,426 | -2.26% | Q1 2026 | Apr 14, 2026 |
| Wick Capital Partners, LLC | History | Added to | 189,941 | 4,811 | 0.88% | 0.74% | 115 | +26,799 | 16.43% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 186,059 | 4,712 | 0.0% | 0.0% | 116 | -2,837 | -1.5% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 184,642 | 4,676 | 0.1% | 0.01% | 117 | +163,068 | 755.85% | Q1 2026 | May 04, 2026 |
| Centric Wealth Management | History | Added to | 182,808 | 4,608 | 0.92% | 0.93% | 118 | +9,704 | 5.61% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 181,445 | 4,596 | 0.17% | 0.16% | 119 | +6,790 | 3.89% | Q1 2026 | Apr 20, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 179,814 | 4,554 | 1.34% | 1.1% | 120 | +31,096 | 20.91% | Q1 2026 | Apr 17, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 177,907 | 4,506 | 0.32% | 0.27% | 121 | +100,887 | 130.99% | Q1 2026 | May 15, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 174,348 | 4,416 | 2.18% | 2.19% | 122 | +792 | 0.46% | Q1 2026 | Apr 24, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 172,689 | 4,363 | 0.43% | 0.55% | 123 | +9,199 | 5.63% | Q1 2026 | May 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 168,052 | 4,256 | 0.06% | 0.05% | 124 | +32,614 | 24.08% | Q1 2026 | Apr 09, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 167,909 | 4,253 | 2.54% | 2.65% | 125 | +2,259 | 1.36% | Q1 2026 | Apr 23, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 160,393 | 4,062 | 0.26% | 0.24% | 126 | +12,113 | 8.17% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 158,803 | 4,022 | 0.03% | 0.02% | 127 | +24,885 | 18.58% | Q1 2026 | May 05, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 153,618 | 3,891 | 1.53% | 1.12% | 128 | +43,737 | 39.8% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 150,058 | 3,819 | 0.19% | 0.18% | 129 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 148,814 | 3,769 | 0.04% | 0.04% | 130 | +8,908 | 6.37% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 141,953 | 3,596 | 0.01% | 0.01% | 131 | +4,124 | 2.99% | Q1 2026 | Apr 22, 2026 |
| Rossmore Private Capital | History | Added to | 141,568 | 3,585 | 0.31% | 0.32% | 132 | +2,144 | 1.54% | Q1 2026 | May 01, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 141,483 | 3,583 | 1.45% | 1.4% | 133 | +1,772 | 1.27% | Q1 2026 | Apr 28, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 139,779 | 3,540 | 0.71% | 0.72% | 134 | +5,639 | 4.2% | Q1 2026 | Apr 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 138,850 | 3,517 | 2.04% | 1.79% | 135 | +15,850 | 12.89% | Q1 2026 | May 13, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 137,153 | 3,474 | 0.6% | 0.58% | 136 | +3,689 | 2.76% | Q1 2026 | May 06, 2026 |
| Stonebrook Private Inc. | History | Added to | 130,104 | 3,295 | 0.7% | 0.67% | 137 | +4,918 | 3.93% | Q1 2026 | May 11, 2026 |
| Breachway Investments LLC | History | Added to | 127,868 | 3,228 | 3.1% | 3.32% | 138 | +4,214 | 3.41% | Q1 2026 | Apr 13, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 125,155 | 3,170 | 2.38% | 2.44% | 139 | -5,011 | -3.85% | Q1 2026 | Apr 23, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 121,416 | 3,074 | 1.03% | 0.86% | 140 | +18,691 | 18.2% | Q1 2026 | Apr 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 119,470 | 3,017 | 0.01% | 0.0% | 141 | -8,600 | -6.72% | Q1 2026 | Apr 08, 2026 |
| Venture Visionary Partners LLC | History | Added to | 114,680 | 2,904 | 0.1% | 0.1% | 142 | +2,699 | 2.41% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 114,633 | 2,903 | 0.23% | 0.2% | 143 | +11,193 | 10.82% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Added to | 114,205 | 2,892 | 0.0% | 0.0% | 144 | +23,190 | 25.48% | Q1 2026 | May 13, 2026 |
| LifePlan Financial, LLC | History | Added to | 112,577 | 2,851 | 2.11% | 2.05% | 145 | +7,370 | 7.01% | Q1 2026 | Apr 14, 2026 |
| 10Elms LLP | History | Added to | 107,305 | 2,733 | 1.72% | 1.09% | 146 | +60,649 | 129.99% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 107,792 | 2,730 | 0.07% | 0.07% | 147 | +7,850 | 7.85% | Q1 2026 | May 01, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 106,798 | 2,705 | 0.14% | 0.14% | 148 | +5,930 | 5.88% | Q1 2026 | Apr 29, 2026 |
| Marathon Mission, Inc. | History | Added to | 105,730 | 2,678 | 1.56% | 1.49% | 149 | +4,823 | 4.78% | Q1 2026 | Apr 17, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 103,295 | 2,616 | 1.11% | 1.52% | 150 | -37,141 | -26.45% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 103,258 | 2,615 | 0.09% | 0.06% | 151 | +6,092 | 6.27% | Q1 2026 | Apr 23, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 102,982 | 2,609 | 0.38% | 0.35% | 152 | +2,787 | 2.78% | Q1 2026 | May 12, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 101,696 | 2,575 | 1.75% | 1.83% | 153 | -7,929 | -7.23% | Q1 2026 | May 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 99,114 | 2,501 | 0.27% | — | 154 | +99,114 | New | Q1 2026 | Apr 10, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 96,057 | 2,433 | 0.1% | 0.09% | 155 | +2,800 | 3.0% | Q1 2026 | Apr 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 95,471 | 2,418 | 0.28% | 0.23% | 156 | +14,385 | 17.74% | Q1 2026 | Apr 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 95,420 | 2,416 | 0.03% | 0.02% | 157 | +21,368 | 28.86% | Q1 2026 | May 08, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 94,311 | 2,371 | 1.21% | 1.23% | 158 | +1,043 | 1.12% | Q1 2026 | May 05, 2026 |
| Arcataur Capital Management LLC | History | Added to | 92,705 | 2,348 | 0.65% | 0.58% | 159 | +12,905 | 16.17% | Q1 2026 | Apr 22, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 92,430 | 2,341 | 0.3% | 0.09% | 160 | +65,608 | 244.61% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 92,044 | 2,331 | 0.02% | 0.02% | 161 | -10,008 | -9.81% | Q1 2026 | Apr 07, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 91,180 | 2,309 | 0.98% | 2.02% | 162 | -75,415 | -45.27% | Q1 2026 | May 11, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 87,944 | 2,227 | 0.29% | 0.27% | 163 | +8,133 | 10.19% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 85,776 | 2,172 | 0.01% | 0.01% | 164 | +13,839 | 19.24% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 84,363 | 2,137 | 0.0% | 0.0% | 165 | +2,781 | 3.41% | Q1 2026 | May 01, 2026 |
| FF Advisors,LLC | History | Reduced | 82,587 | 2,091 | 0.85% | 1.54% | 166 | -53,573 | -39.35% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 82,710 | 2,090 | 0.0% | 0.0% | 167 | +18,603 | 29.02% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 81,462 | 2,063 | 0.01% | 0.0% | 168 | +67,008 | 463.59% | Q1 2026 | May 15, 2026 |
| COWA, LLC | History | Added to | 80,124 | 2,029 | 0.55% | 0.61% | 169 | +926 | 1.17% | Q1 2026 | May 14, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 79,515 | 2,014 | 0.17% | 0.12% | 170 | +25,622 | 47.54% | Q1 2026 | May 07, 2026 |
| Segment Wealth Management, LLC | History | Added to | 78,335 | 1,984 | 0.12% | 0.1% | 171 | +8,555 | 12.26% | Q1 2026 | Apr 20, 2026 |
| WRAPMANAGER INC | History | Added to | 76,595 | 1,940 | 0.67% | 0.64% | 172 | +1,784 | 2.38% | Q1 2026 | May 11, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 76,289 | 1,932 | 0.96% | 1.03% | 173 | -4,487 | -5.55% | Q1 2026 | Apr 23, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 76,201 | 1,930 | 1.3% | 1.21% | 174 | +3,844 | 5.31% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 75,617 | 1,915 | 0.01% | — | 175 | +75,617 | New | Q1 2026 | Apr 30, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 75,079 | 1,901 | 1.15% | 1.21% | 176 | -4,854 | -6.07% | Q1 2026 | Apr 22, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 74,516 | 1,887 | 0.09% | 0.08% | 177 | +7,943 | 11.93% | Q1 2026 | May 08, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 74,270 | 1,881 | 0.19% | 0.19% | 178 | -686 | -0.92% | Q1 2026 | Apr 30, 2026 |
| Integrated Advisors Network LLC | History | Added to | 73,216 | 1,854 | 0.1% | 0.07% | 179 | +9,913 | 15.66% | Q1 2026 | Apr 28, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 72,793 | 1,844 | 0.37% | 0.37% | 180 | -2,117 | -2.83% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 69,085 | 1,758 | 0.01% | 0.01% | 181 | +4,663 | 7.24% | Q1 2026 | May 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 69,169 | 1,752 | 0.91% | 0.92% | 182 | +2,748 | 4.14% | Q1 2026 | Apr 20, 2026 |
| Reliant Wealth Planning | History | Added to | 68,697 | 1,740 | 0.53% | 0.54% | 183 | +588 | 0.86% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Reduced | 67,739 | 1,715 | 0.18% | 0.23% | 184 | -413 | -0.61% | Q1 2026 | May 11, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 67,397 | 1,707 | 1.7% | 1.7% | 185 | +1,127 | 1.7% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 66,126 | 1,674 | 0.0% | 0.0% | 186 | +38,476 | 139.15% | Q1 2026 | May 01, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 65,588 | 1,659 | 0.02% | 0.02% | 187 | -3,138 | -4.57% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 65,094 | 1,648 | 0.0% | 0.0% | 188 | +831 | 1.29% | Q1 2026 | May 14, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 64,846 | 1,642 | 0.33% | 0.32% | 189 | +9,214 | 16.56% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | New | 64,012 | 1,621 | 0.02% | — | 190 | +64,012 | New | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 63,984 | 1,620 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TFR Capital, LLC. | History | Added to | 63,379 | 1,605 | 0.49% | 0.48% | 192 | +5,867 | 10.2% | Q1 2026 | May 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 63,200 | 1,600 | 0.26% | 0.25% | 193 | +1,528 | 2.48% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 62,770 | 1,584 | 0.0% | 0.01% | 194 | +153 | 0.24% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 62,103 | 1,573 | 0.0% | 0.0% | 195 | +17,689 | 39.83% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 60,160 | 1,523 | 0.02% | 0.01% | 196 | +23,646 | 64.76% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | No change | 59,455 | 1,505 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advance Capital Management, Inc. | History | Added to | 59,274 | 1,501 | 0.06% | 0.06% | 198 | +2,715 | 4.8% | Q1 2026 | Apr 29, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 59,021 | 1,495 | 0.63% | 0.66% | 199 | +3,144 | 5.63% | Q1 2026 | Apr 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 58,392 | 1,479 | 0.42% | 0.42% | 200 | -2,805 | -4.58% | Q1 2026 | Apr 16, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 57,952 | 1,467 | 1.13% | 1.1% | 201 | +377 | 0.65% | Q1 2026 | Apr 20, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 57,426 | 1,454 | 0.11% | 0.12% | 202 | -6,240 | -9.8% | Q1 2026 | May 05, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 57,227 | 1,449 | 1.54% | 1.48% | 203 | +3,209 | 5.94% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 56,111 | 1,421 | 0.1% | 0.09% | 204 | +3,537 | 6.73% | Q1 2026 | May 05, 2026 |
| High Note Wealth, LLC | History | Added to | 55,952 | 1,417 | 0.28% | 0.07% | 205 | +41,291 | 281.64% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Added to | 54,866 | 1,389 | 0.23% | 0.2% | 206 | +6,476 | 13.38% | Q1 2026 | Apr 16, 2026 |
| Cyr Financial Inc. | History | Reduced | 54,126 | 1,371 | 0.81% | 0.88% | 207 | -1,225 | -2.21% | Q1 2026 | Apr 24, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 53,670 | 1,359 | 0.24% | 0.24% | 208 | +225 | 0.42% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 52,684 | 1,330 | 0.01% | 0.01% | 209 | +3,921 | 8.04% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 52,194 | 1,322 | 0.01% | 0.02% | 210 | +1,843 | 3.66% | Q1 2026 | May 06, 2026 |
| MTM Investment Management, LLC | History | Added to | 51,949 | 1,315 | 0.42% | 0.25% | 211 | +21,484 | 70.52% | Q1 2026 | May 06, 2026 |
| WESBANCO BANK INC | History | No change | 51,091 | 1,294 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 51,069 | 1,293 | 0.03% | 0.03% | 213 | -2,577 | -4.8% | Q1 2026 | Apr 29, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 50,481 | 1,278 | 0.15% | 0.15% | 214 | -773 | -1.51% | Q1 2026 | Apr 15, 2026 |
| AlTi Global, Inc. | History | No change | 49,825 | 1,262 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 49,312 | 1,249 | 0.26% | 0.28% | 216 | -7,801 | -13.66% | Q1 2026 | Apr 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 48,450 | 1,226 | 0.26% | 0.23% | 217 | -1,190 | -2.4% | Q1 2026 | Apr 30, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 47,862 | 1,212 | 0.18% | 0.18% | 218 | -1,970 | -3.95% | Q1 2026 | May 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 47,794 | 1,210 | 0.08% | 0.08% | 219 | +841 | 1.79% | Q1 2026 | May 06, 2026 |
| Farmers National Bank | History | No change | 46,872 | 1,193 | 0.27% | 0.27% | 220 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 46,804 | 1,185 | 0.56% | 0.54% | 221 | -920 | -1.93% | Q1 2026 | Apr 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 46,536 | 1,178 | 0.41% | 0.32% | 222 | +8,531 | 22.45% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 45,979 | 1,164 | 0.09% | 0.11% | 223 | -10,464 | -18.54% | Q1 2026 | Apr 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 45,560 | 1,154 | 0.06% | 0.05% | 224 | +8,451 | 22.77% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | New | 45,015 | 1,140 | 0.0% | — | 225 | +45,015 | New | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 44,256 | 1,126 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 43,971 | 1,113 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TABR Capital Management, LLC | History | Added to | 43,395 | 1,099 | 1.01% | 0.66% | 228 | +4,753 | 12.3% | Q1 2026 | Apr 27, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 43,185 | 1,093 | 0.48% | 0.27% | 229 | +18,050 | 71.81% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 41,994 | 1,063 | 0.0% | 0.0% | 230 | +12,843 | 44.06% | Q1 2026 | May 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 41,365 | 1,047 | 0.19% | 0.1% | 231 | +19,782 | 91.66% | Q1 2026 | Apr 13, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 40,339 | 1,021 | 0.77% | 0.83% | 232 | +1,051 | 2.68% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 39,056 | 989 | 0.02% | 0.0% | 233 | +30,014 | 331.94% | Q1 2026 | Apr 07, 2026 |
| MidFirst Bank | History | Added to | 38,539 | 976 | 0.08% | 0.07% | 234 | +2,400 | 6.64% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 37,568 | 951 | 0.11% | 0.09% | 235 | +5,355 | 16.62% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 37,068 | 938 | 0.03% | 0.03% | 236 | +1 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cove Private Wealth, LLC | History | New | 37,000 | 937 | 0.21% | — | 237 | +37,000 | New | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 36,980 | 936 | 0.03% | 0.04% | 238 | -15,186 | -29.11% | Q1 2026 | May 13, 2026 |
| Mendota Financial Group, LLC | History | Added to | 36,363 | 921 | 0.68% | 0.67% | 239 | +266 | 0.74% | Q1 2026 | Apr 16, 2026 |
| DARA CAPITAL US, INC. | History | No change | 35,485 | 898 | 0.85% | 0.8% | 240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Balentine LLC | History | Added to | 35,069 | 888 | 0.04% | 0.02% | 241 | +12,424 | 54.86% | Q1 2026 | Apr 24, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 34,071 | 864 | 0.81% | 0.83% | 242 | +651 | 1.95% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | Added to | 33,960 | 860 | 0.09% | 0.06% | 243 | +11,745 | 52.87% | Q1 2026 | Apr 29, 2026 |
| Walleye Partners, LLC | History | Reduced | 33,333 | 844 | 1.04% | 0.97% | 244 | -1,051 | -3.06% | Q1 2026 | Apr 23, 2026 |
| Prosperity Planning, Inc. | History | No change | 33,265 | 842 | 0.21% | 0.22% | 245 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 32,865 | 832 | 0.26% | 0.24% | 247 | +364 | 1.12% | Q1 2026 | May 12, 2026 |
| HORAN Wealth, LLC | History | No change | 32,700 | 832 | 0.08% | 0.13% | 246 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Element Wealth, LLC | History | Added to | 32,208 | 815 | 0.34% | 0.32% | 248 | +1,476 | 4.8% | Q1 2026 | May 04, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 31,704 | 803 | 0.15% | 0.1% | 249 | +9,244 | 41.16% | Q1 2026 | Apr 29, 2026 |
| 4J Wealth Management LLC | History | Added to | 30,842 | 781 | 0.44% | 0.43% | 250 | +1,651 | 5.66% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Reduced | 30,752 | 778 | 0.01% | 0.01% | 251 | -302 | -0.97% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 30,094 | 766 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 29,607 | 749 | 0.12% | 0.14% | 253 | +35 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 29,316 | 742 | 0.21% | 0.17% | 254 | +6,986 | 31.29% | Q1 2026 | Apr 22, 2026 |
| Lee Financial Co | History | New | 28,900 | 732 | 0.1% | — | 256 | +28,900 | New | Q1 2026 | Apr 13, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 28,902 | 732 | 0.19% | 0.21% | 255 | -4,605 | -13.74% | Q1 2026 | May 07, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 28,478 | 721 | 0.47% | 0.44% | 257 | +454 | 1.62% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | New | 28,155 | 713 | 0.04% | — | 258 | +28,155 | New | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 28,043 | 710 | 0.0% | 0.0% | 259 | +17,584 | 168.12% | Q1 2026 | May 08, 2026 |
| TABLEAUX LLC | History | Added to | 27,578 | 698 | 0.34% | 0.32% | 260 | +9,640 | 53.74% | Q1 2026 | May 14, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 27,547 | 697 | 0.26% | 0.25% | 261 | +31 | 0.11% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,139 | 687 | 0.0% | 0.0% | 262 | -1,911 | -6.58% | Q1 2026 | May 04, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 27,023 | 684 | 0.21% | 0.19% | 263 | +2,683 | 11.02% | Q1 2026 | Apr 27, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 26,852 | 680 | 0.46% | 0.32% | 264 | +9,248 | 52.53% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 26,605 | 673 | 0.04% | 0.05% | 265 | -7,818 | -22.71% | Q1 2026 | May 12, 2026 |
| WJ Wealth Management, LLC | History | Added to | 26,200 | 663 | 0.31% | 0.15% | 266 | +12,600 | 92.65% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 658 | 0.04% | 0.03% | 267 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 25,955 | 657 | 0.07% | 0.04% | 268 | +11,247 | 76.47% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,730 | 651 | 0.01% | 0.01% | 269 | +457 | 1.81% | Q1 2026 | May 14, 2026 |
| Curbstone Financial Management Corp | History | Added to | 25,700 | 650 | 0.12% | 0.08% | 270 | +9,100 | 54.82% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 25,250 | 639 | 0.01% | 0.0% | 271 | +17,217 | 214.33% | Q1 2026 | May 11, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 25,038 | 634 | 0.44% | 0.39% | 272 | +5,038 | 25.19% | Q1 2026 | Apr 21, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 24,579 | 622 | 0.03% | 0.03% | 273 | +704 | 2.95% | Q1 2026 | May 12, 2026 |
| Redwood Financial Network Corp | History | Added to | 24,226 | 613 | 0.4% | 0.38% | 274 | +719 | 3.06% | Q1 2026 | May 14, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 24,042 | 608 | 0.07% | 0.07% | 275 | -62 | -0.26% | Q1 2026 | Apr 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 23,843 | 603 | 0.04% | 0.02% | 276 | +13,314 | 126.45% | Q1 2026 | May 14, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 22,940 | 581 | 0.03% | 0.03% | 277 | +2,893 | 14.43% | Q1 2026 | Apr 29, 2026 |
| Stokes Family Office, LLC | History | No change | 22,465 | 569 | 0.06% | 0.05% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 22,148 | 561 | 0.12% | 0.18% | 279 | -10,876 | -32.93% | Q1 2026 | May 12, 2026 |
| American Trust | History | No change | 21,548 | 545 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 21,439 | 543 | 0.01% | 0.01% | 281 | +1,628 | 8.22% | Q1 2026 | Apr 23, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 21,314 | 539 | 0.05% | — | 282 | +21,314 | New | Q1 2026 | May 06, 2026 |
| Straight Path Wealth Management | History | Added to | 21,088 | 534 | 0.14% | 0.14% | 283 | +832 | 4.11% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 20,939 | 530 | 0.02% | 0.01% | 284 | +11,507 | 122.0% | Q1 2026 | May 07, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 20,919 | 529 | 0.24% | — | 285 | +20,919 | New | Q1 2026 | Apr 28, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 20,861 | 527 | 0.43% | 0.34% | 286 | +2,996 | 16.77% | Q1 2026 | May 04, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 20,755 | 525 | 0.07% | 0.07% | 287 | +93 | 0.45% | Q1 2026 | Apr 16, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 20,323 | 514 | 0.05% | 0.06% | 288 | -1,966 | -8.82% | Q1 2026 | Apr 20, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 20,004 | 506 | 0.34% | 0.35% | 289 | +29 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 19,460 | 492 | 0.06% | 0.07% | 290 | -2,948 | -13.16% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Reduced | 19,014 | 480 | 0.03% | 0.02% | 291 | -1,555 | -7.56% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,948 | 479 | 0.01% | 0.01% | 292 | -1,885 | -9.05% | Q1 2026 | May 01, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 18,896 | 478 | 0.08% | 0.08% | 293 | +1,604 | 9.28% | Q1 2026 | May 12, 2026 |
| Atwater Malick LLC | History | Added to | 18,545 | 469 | 0.13% | 0.11% | 294 | +2,188 | 13.38% | Q1 2026 | Apr 22, 2026 |
| Round Rock Advisors LLC | History | No change | 18,302 | 463 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 18,132 | 459 | 0.08% | 0.06% | 296 | +4,701 | 35.0% | Q1 2026 | Apr 29, 2026 |
| Ancora Advisors LLC | History | Added to | 17,997 | 455 | 0.01% | 0.01% | 297 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,806 | 451 | 0.01% | 0.01% | 298 | -436 | -2.39% | Q1 2026 | May 15, 2026 |
| Robbins Farley | History | Added to | 17,606 | 445 | 0.2% | 0.19% | 299 | +1,575 | 9.82% | Q1 2026 | Apr 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,008 | 430 | 0.0% | 0.01% | 302 | -5,308 | -23.79% | Q1 2026 | May 08, 2026 |