iSHARES TRUST - IBDU
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 | 7,313,604 | 170,114 | 0.01% | 0.01% | 1 | +6,170 | 0.08% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,692,831 | 155,675 | 0.01% | 0.01% | 2 | +1,184,482 | 21.5% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,381,013 | 148,422 | 1.17% | 1.12% | 3 | -278,615 | -4.18% | Q1 2026 | May 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 5,083,616 | 118,244 | 1.9% | 1.81% | 4 | +284,961 | 5.94% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,033,782 | 117,085 | 0.17% | 0.2% | 5 | -577,630 | -10.29% | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 3,978,128 | 92,531 | 6.29% | 6.02% | 6 | +172,923 | 4.54% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,864,206 | 89,881 | 1.31% | 1.33% | 7 | +142,045 | 3.82% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Added to | 3,681,557 | 85,633 | 0.01% | 0.01% | 8 | +168,505 | 4.8% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 3,267,016 | 75,990 | 0.23% | 0.1% | 9 | +1,842,015 | 129.26% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,172,199 | 73,785 | 0.02% | 0.02% | 10 | +220,560 | 7.47% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Added to | 2,827,401 | 65,765 | 0.95% | 0.71% | 11 | +665,136 | 30.76% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Added to | 2,383,159 | 55,432 | 0.01% | 0.01% | 12 | +249,463 | 11.69% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,340,571 | 54,442 | 0.01% | 0.01% | 13 | +158,957 | 7.29% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,125,189 | 49,431 | 0.01% | 0.01% | 14 | +22,623 | 1.08% | Q1 2026 | May 11, 2026 |
| SUMMITRY LLC | History | Added to | 1,905,503 | 44,321 | 1.56% | 1.79% | 15 | +68,495 | 3.73% | Q1 2026 | May 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,864,585 | 43,370 | 0.05% | 0.05% | 16 | +93,272 | 5.27% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,766,350 | 41,085 | 2.79% | 2.53% | 17 | +152,902 | 9.48% | Q1 2026 | May 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 1,751,750 | 40,745 | 2.51% | 2.56% | 18 | +6,227 | 0.36% | Q1 2026 | May 05, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,580,678 | 36,766 | 1.76% | 1.74% | 19 | +41,673 | 2.71% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,543,187 | 35,894 | 1.9% | 1.8% | 20 | +28,455 | 1.88% | Q1 2026 | Apr 29, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,509,083 | 35,101 | 5.08% | 4.61% | 21 | +88,114 | 6.2% | Q1 2026 | May 04, 2026 |
| Venture Visionary Partners LLC | History | Added to | 1,493,666 | 34,742 | 1.16% | 1.04% | 22 | +142,049 | 10.51% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,182,371 | 27,501 | 0.53% | 0.53% | 23 | +37,240 | 3.25% | Q1 2026 | Apr 14, 2026 |
| Meiji Yasuda Life Insurance Co | History | Added to | 1,179,000 | 27,423 | 0.94% | 0.64% | 24 | +241,000 | 25.69% | Q1 2026 | May 12, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 1,164,618 | 27,089 | 6.26% | 7.69% | 25 | +15,072 | 1.31% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,154,298 | 26,848 | 1.65% | 1.63% | 26 | +118,096 | 11.4% | Q1 2026 | Apr 28, 2026 |
| RVW Wealth, LLC | History | Added to | 1,148,779 | 26,720 | 2.08% | 1.89% | 27 | +88,780 | 8.38% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,146,128 | 26,658 | 0.04% | 0.04% | 28 | -53,967 | -4.5% | Q1 2026 | Apr 27, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,136,986 | 26,446 | 0.31% | 0.3% | 29 | +40,049 | 3.65% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 1,113,705 | 25,904 | 0.33% | 0.37% | 30 | +45,142 | 4.22% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,099,485 | 25,575 | 0.01% | 0.01% | 31 | +40,715 | 3.85% | Q1 2026 | May 15, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 1,015,407 | 23,618 | 0.93% | 0.86% | 32 | +45,847 | 4.73% | Q1 2026 | Apr 14, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 923,433 | 21,479 | 6.24% | 0.36% | 33 | +908,184 | 5955.7% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 871,158 | 20,263 | 1.99% | 1.79% | 34 | +76,521 | 9.63% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 806,928 | 18,769 | 0.07% | 0.07% | 35 | +129,281 | 19.08% | Q1 2026 | Apr 30, 2026 |
| Summit Asset Management, LLC | History | Added to | 778,230 | 18,101 | 2.52% | 2.55% | 36 | +9,551 | 1.24% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 687,363 | 15,988 | 0.02% | 0.02% | 37 | +59,223 | 9.43% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 661,254 | 15,380 | 0.52% | 0.39% | 38 | +161,509 | 32.32% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 653,285 | 15,195 | 0.03% | 0.03% | 39 | +62,842 | 10.64% | Q1 2026 | May 14, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 641,623 | 14,924 | 1.5% | 1.41% | 40 | +38,228 | 6.34% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 615,014 | 14,305 | 0.0% | 0.0% | 41 | +229,490 | 59.53% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 593,674 | 13,808 | 0.02% | 0.02% | 42 | +15,282 | 2.64% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 563,068 | 13,096 | 0.01% | 0.01% | 43 | -146,474 | -20.64% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 562,146 | 13,075 | 0.37% | 0.31% | 44 | +48,498 | 9.44% | Q1 2026 | Apr 28, 2026 |
| Ironwood Financial, llc | History | Added to | 559,085 | 13,004 | 2.27% | 2.13% | 45 | +21,934 | 4.08% | Q1 2026 | Apr 16, 2026 |
| NOVEM GROUP | History | Added to | 551,506 | 12,828 | 1.47% | 1.27% | 46 | +80,893 | 17.19% | Q1 2026 | Apr 10, 2026 |
| Windsor Capital Management, LLC | History | Added to | 543,324 | 12,637 | 3.56% | 3.39% | 47 | +18,802 | 3.58% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 530,040 | 12,328 | 0.01% | 0.01% | 48 | +64,014 | 13.74% | Q1 2026 | May 07, 2026 |
| Ruggaard & Associates LLC | History | No change | 502,535 | 11,761 | 4.63% | 4.63% | 49 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 504,623 | 11,737 | 0.86% | 0.82% | 50 | +18,557 | 3.82% | Q1 2026 | May 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 503,946 | 11,721 | 0.51% | 0.4% | 51 | +93,373 | 22.74% | Q1 2026 | May 14, 2026 |
| Probity Advisors, Inc. | History | Added to | 500,441 | 11,640 | 1.84% | 1.7% | 52 | +47,847 | 10.57% | Q1 2026 | Apr 28, 2026 |
| Glenview Trust Co | History | Added to | 495,075 | 11,515 | 0.18% | 0.13% | 53 | +123,775 | 33.34% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 483,346 | 11,242 | 0.22% | 0.2% | 54 | +47,311 | 10.85% | Q1 2026 | Apr 17, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 464,345 | 10,800 | 1.71% | 1.67% | 55 | +31,519 | 7.28% | Q1 2026 | May 07, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 461,783 | 10,741 | 1.21% | 1.11% | 56 | -149,946 | -24.51% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 454,359 | 10,568 | 0.17% | 0.1% | 57 | +237,785 | 109.79% | Q1 2026 | Apr 21, 2026 |
| REBALANCE, LLC | History | Added to | 453,018 | 10,537 | 0.61% | 0.6% | 58 | +17,621 | 4.05% | Q1 2026 | May 11, 2026 |
| ES4, LLC | History | New | 452,711 | 10,530 | 6.8% | — | 59 | +452,711 | New | Q1 2026 | Apr 29, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 436,736 | 10,154 | 1.28% | 1.23% | 60 | +43,371 | 11.03% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 430,083 | 10,003 | 0.1% | 0.11% | 61 | +9,047 | 2.15% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 424,253 | 9,868 | 0.43% | 0.48% | 62 | +53,278 | 14.36% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 414,147 | 9,633 | 0.0% | 0.0% | 63 | +203,904 | 96.98% | Q1 2026 | May 04, 2026 |
| SPINNAKER TRUST | History | Added to | 410,790 | 9,554 | 0.53% | 0.38% | 64 | +106,073 | 34.81% | Q1 2026 | Apr 23, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 395,000 | 9,187 | 2.7% | 4.42% | 65 | -652 | -0.16% | Q1 2026 | May 14, 2026 |
| Peloton Wealth Strategists | History | Added to | 393,645 | 9,156 | 3.7% | 3.41% | 66 | +18,050 | 4.81% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 379,604 | 8,829 | 0.0% | 0.0% | 67 | +334,665 | 744.71% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning, LLC | History | Added to | 361,431 | 8,428 | 1.9% | 0.41% | 68 | +285,603 | 376.65% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 337,543 | 7,851 | 0.09% | 0.05% | 69 | +155,967 | 85.9% | Q1 2026 | Apr 28, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 322,288 | 7,496 | 1.78% | 1.71% | 70 | +7,931 | 2.52% | Q1 2026 | May 12, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 321,596 | 7,480 | 3.53% | 3.28% | 71 | +20,447 | 6.79% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | New | 315,742 | 7,344 | 0.03% | — | 72 | +315,742 | New | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 307,572 | 7,154 | 0.44% | 0.39% | 73 | +33,708 | 12.31% | Q1 2026 | May 14, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 303,396 | 7,057 | 2.55% | 2.71% | 74 | -3,198 | -1.04% | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 290,013 | 6,742 | 1.28% | 1.26% | 75 | +19,594 | 7.25% | Q1 2026 | Apr 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 280,211 | 6,517 | 0.22% | 0.16% | 76 | +4,046 | 1.47% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 279,221 | 6,502 | 0.04% | 0.01% | 77 | +236,223 | 549.38% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 278,792 | 6,484 | 0.12% | 0.12% | 78 | -304 | -0.11% | Q1 2026 | May 07, 2026 |
| InvesTrust | History | Added to | 273,075 | 6,351 | 2.67% | 2.28% | 79 | +20,591 | 8.16% | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 267,290 | 6,217 | 0.03% | 0.04% | 80 | +37,545 | 16.34% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 265,916 | 6,185 | 0.13% | 0.12% | 81 | +29,483 | 12.47% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Added to | 263,881 | 6,137 | 0.02% | 0.01% | 82 | +35,520 | 15.55% | Q1 2026 | May 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 262,865 | 6,114 | 0.48% | 0.43% | 83 | +18,715 | 7.67% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 246,980 | 5,744 | 0.06% | 0.06% | 84 | +903 | 0.37% | Q1 2026 | May 08, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 246,702 | 5,738 | 1.64% | 1.61% | 85 | +18,923 | 8.31% | Q1 2026 | May 07, 2026 |
| Signature Wealth Management Group | History | Reduced | 245,791 | 5,717 | 2.17% | 2.35% | 86 | -286 | -0.12% | Q1 2026 | Apr 01, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 240,181 | 5,586 | 0.11% | 0.1% | 87 | +994 | 0.42% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Added to | 226,415 | 5,269 | 0.17% | 0.18% | 88 | +3,086 | 1.38% | Q1 2026 | Apr 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 224,933 | 5,231 | 0.09% | 0.09% | 89 | +11,830 | 5.55% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 224,513 | 5,222 | 0.06% | 0.06% | 90 | +15,151 | 7.24% | Q1 2026 | May 05, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 223,165 | 5,190 | 2.02% | 1.95% | 91 | +4,233 | 1.93% | Q1 2026 | Apr 29, 2026 |
| Strid Group, LLC | History | Added to | 222,108 | 5,166 | 0.64% | 0.42% | 92 | +79,473 | 55.72% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 219,212 | 5,098 | 0.14% | 0.13% | 93 | +10,271 | 4.92% | Q1 2026 | May 14, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 218,202 | 5,075 | 2.7% | 2.65% | 94 | +8,239 | 3.92% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 207,891 | 4,836 | 0.01% | 0.01% | 95 | +21,421 | 11.49% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 207,637 | 4,829 | 0.04% | 0.03% | 96 | +45,330 | 27.93% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 205,230 | 4,773 | 0.0% | 0.0% | 97 | +180,953 | 745.37% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 199,905 | 4,649 | 0.0% | 0.0% | 98 | +9,843 | 5.18% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 199,987 | 4,648 | 0.03% | 0.02% | 99 | +72,867 | 57.32% | Q1 2026 | May 15, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Reduced | 199,115 | 4,631 | 2.48% | 2.74% | 100 | -1,470 | -0.73% | Q1 2026 | Apr 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 195,635 | 4,550 | 0.96% | 0.97% | 101 | -612 | -0.31% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 194,602 | 4,526 | 0.03% | 0.03% | 102 | +25,538 | 15.11% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 193,237 | 4,494 | 0.17% | 0.16% | 103 | +6,043 | 3.23% | Q1 2026 | Apr 20, 2026 |
| Leo Wealth, LLC | History | Added to | 191,154 | 4,446 | 0.32% | 0.3% | 104 | +17,211 | 9.89% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 188,158 | 4,382 | 0.1% | 0.01% | 105 | +177,367 | 1643.66% | Q1 2026 | May 04, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 186,651 | 4,341 | 2.15% | 2.2% | 106 | -3,169 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 185,624 | 4,317 | 1.27% | 0.99% | 107 | +39,746 | 27.25% | Q1 2026 | Apr 17, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 183,769 | 4,279 | 2.56% | 2.54% | 108 | +10,934 | 6.33% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 183,465 | 4,267 | 0.01% | 0.02% | 109 | -103,609 | -36.09% | Q1 2026 | Apr 22, 2026 |
| Crews Bank & Trust | History | Added to | 183,305 | 4,263 | 0.62% | 0.42% | 110 | +57,755 | 46.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 183,784 | 4,261 | 0.0% | 0.0% | 111 | +112,063 | 156.25% | Q1 2026 | May 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 182,557 | 4,246 | 0.89% | 0.89% | 112 | +68 | 0.04% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Added to | 181,976 | 4,232 | 0.0% | 0.0% | 113 | +3,082 | 1.72% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 177,512 | 4,129 | 0.01% | 0.01% | 114 | +687 | 0.39% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 176,508 | 4,105 | 0.39% | 0.39% | 115 | -4,957 | -2.73% | Q1 2026 | Apr 27, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 176,133 | 4,096 | 2.48% | 2.48% | 116 | -2,122 | -1.19% | Q1 2026 | Apr 22, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 172,172 | 4,004 | 0.69% | 0.49% | 117 | +49,903 | 40.81% | Q1 2026 | May 06, 2026 |
| Rossmore Private Capital | History | Added to | 171,103 | 3,979 | 0.35% | 0.33% | 118 | +13,439 | 8.52% | Q1 2026 | May 01, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 170,378 | 3,962 | 2.39% | 2.24% | 119 | -4,064 | -2.33% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 165,016 | 3,838 | 1.42% | 1.09% | 120 | +36,281 | 28.18% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 161,067 | 3,746 | 0.03% | 0.01% | 121 | +108,772 | 208.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 161,319 | 3,732 | 0.0% | 0.0% | 122 | +31,453 | 24.22% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 156,631 | 3,643 | 1.95% | 1.97% | 123 | -367 | -0.23% | Q1 2026 | Apr 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 152,340 | 3,543 | 0.71% | 0.72% | 124 | +6,048 | 4.13% | Q1 2026 | Apr 14, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 151,872 | 3,530 | 1.19% | 0.95% | 125 | +28,914 | 23.52% | Q1 2026 | Apr 03, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 151,643 | 3,500 | 1.78% | 1.83% | 126 | +130 | 0.09% | Q1 2026 | May 05, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 148,903 | 3,463 | 1.04% | 0.89% | 127 | +23,564 | 18.8% | Q1 2026 | May 07, 2026 |
| Heartland Bank & Trust Co | History | Added to | 148,493 | 3,453 | 0.78% | 0.29% | 128 | +118,889 | 401.6% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 146,110 | 3,398 | 0.04% | 0.04% | 129 | +13,977 | 10.58% | Q1 2026 | May 01, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | New | 145,005 | 3,372 | 0.22% | — | 130 | +145,005 | New | Q1 2026 | Apr 27, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 144,615 | 3,355 | 0.33% | 0.41% | 131 | +11,365 | 8.53% | Q1 2026 | May 12, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 143,958 | 3,348 | 2.52% | 2.61% | 132 | -7,547 | -4.98% | Q1 2026 | Apr 23, 2026 |
| Composition Wealth, LLC | History | Added to | 142,265 | 3,309 | 0.05% | 0.03% | 133 | +47,032 | 49.39% | Q1 2026 | Apr 08, 2026 |
| Stonebrook Private Inc. | History | Added to | 141,720 | 3,296 | 0.7% | 0.67% | 134 | +4,714 | 3.44% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 140,902 | 3,277 | 0.05% | 0.04% | 135 | +34,710 | 32.69% | Q1 2026 | Apr 09, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 140,301 | 3,263 | 0.21% | 0.19% | 136 | +16,883 | 13.68% | Q1 2026 | Apr 16, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 132,750 | 3,087 | 1.79% | 1.34% | 137 | +32,850 | 32.88% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 127,728 | 2,970 | 0.01% | 0.0% | 138 | +115,068 | 908.91% | Q1 2026 | May 04, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 123,350 | 2,869 | 0.25% | 0.18% | 139 | +33,973 | 38.01% | Q1 2026 | May 07, 2026 |
| LifePlan Financial, LLC | History | Added to | 122,537 | 2,850 | 2.11% | 2.07% | 140 | +6,942 | 6.01% | Q1 2026 | Apr 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 120,459 | 2,801 | 0.22% | 0.2% | 141 | +13,915 | 13.06% | Q1 2026 | May 07, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 119,309 | 2,775 | 0.35% | 0.13% | 142 | +75,870 | 174.66% | Q1 2026 | Apr 16, 2026 |
| 4J Wealth Management LLC | History | Added to | 118,996 | 2,767 | 1.57% | 1.24% | 143 | +26,396 | 28.51% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 116,400 | 2,700 | 0.01% | 0.0% | 144 | +23,973 | 25.94% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 115,860 | 2,694 | 0.01% | 0.01% | 145 | +4,334 | 3.89% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 115,102 | 2,677 | 0.0% | 0.0% | 146 | +86,566 | 303.36% | Q1 2026 | May 01, 2026 |
| Marathon Mission, Inc. | History | Added to | 114,818 | 2,670 | 1.55% | 1.48% | 147 | +5,249 | 4.79% | Q1 2026 | Apr 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 113,363 | 2,636 | 0.1% | 0.07% | 148 | +24,781 | 27.98% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 110,988 | 2,581 | 0.0% | — | 149 | +110,988 | New | Q1 2026 | May 12, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 108,450 | 2,522 | 0.99% | 0.47% | 150 | +58,457 | 116.93% | Q1 2026 | May 11, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 106,833 | 2,484 | 1.05% | 2.06% | 151 | -78,079 | -42.22% | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 106,604 | 2,470 | 0.27% | — | 153 | +106,604 | New | Q1 2026 | Apr 10, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 106,225 | 2,470 | 1.11% | 0.18% | 152 | +90,624 | 580.89% | Q1 2026 | Apr 21, 2026 |
| Breachway Investments LLC | History | Added to | 105,268 | 2,440 | 2.34% | 2.49% | 154 | +4,218 | 4.17% | Q1 2026 | Apr 13, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 102,900 | 2,393 | 0.1% | 0.09% | 155 | +1,000 | 0.98% | Q1 2026 | Apr 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 101,290 | 2,354 | 0.51% | 0.7% | 156 | -62,300 | -38.08% | Q1 2026 | Apr 30, 2026 |
| 10Elms LLP | History | Added to | 97,421 | 2,299 | 1.45% | 0.73% | 157 | +63,351 | 185.94% | Q1 2026 | May 15, 2026 |
| Northstar Group, Inc. | History | Added to | 96,041 | 2,233 | 0.32% | 0.26% | 158 | +15,995 | 19.98% | Q1 2026 | Apr 28, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 95,276 | 2,216 | 0.12% | 0.11% | 159 | +10,766 | 12.74% | Q1 2026 | Apr 29, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 93,278 | 2,169 | 0.06% | 0.05% | 160 | +5,622 | 6.41% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 92,010 | 2,140 | 0.08% | 0.07% | 161 | +4,699 | 5.38% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 91,405 | 2,126 | 0.01% | 0.01% | 162 | +7,403 | 8.81% | Q1 2026 | Apr 24, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 91,350 | 2,122 | 0.02% | 0.03% | 163 | -17,112 | -15.78% | Q1 2026 | Apr 29, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 90,707 | 2,109 | 0.24% | 0.21% | 164 | +10,094 | 12.52% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 89,348 | 2,091 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Segment Wealth Management, LLC | History | Added to | 89,205 | 2,074 | 0.12% | 0.1% | 166 | +13,885 | 18.43% | Q1 2026 | Apr 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 88,446 | 2,057 | 0.08% | 0.07% | 167 | +12,250 | 16.08% | Q1 2026 | May 12, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 85,061 | 1,979 | 0.29% | 0.24% | 168 | +9,494 | 12.56% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 84,646 | 1,968 | 0.15% | 0.11% | 169 | +19,554 | 30.04% | Q1 2026 | Apr 23, 2026 |
| WRAPMANAGER INC | History | Added to | 83,449 | 1,941 | 0.67% | 0.65% | 170 | +1,854 | 2.27% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 81,553 | 1,896 | 0.02% | 0.02% | 171 | +8,130 | 11.07% | Q1 2026 | May 08, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 80,114 | 1,863 | 0.09% | 0.06% | 172 | +29,617 | 58.65% | Q1 2026 | May 08, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 77,114 | 1,793 | 0.2% | 0.17% | 173 | +12,773 | 19.85% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 76,249 | 1,773 | 0.18% | 0.17% | 174 | +2,348 | 3.18% | Q1 2026 | Apr 30, 2026 |
| Advance Capital Management, Inc. | History | Added to | 71,213 | 1,656 | 0.06% | 0.07% | 175 | +478 | 0.68% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 71,117 | 1,654 | 0.0% | 0.0% | 176 | +2,441 | 3.55% | Q1 2026 | May 12, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 70,745 | 1,645 | 1.63% | 1.62% | 177 | +1,771 | 2.57% | Q1 2026 | May 07, 2026 |
| Great Diamond Partners, LLC | History | Added to | 66,876 | 1,555 | 0.3% | 0.25% | 178 | +12,376 | 22.71% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 66,825 | 1,554 | 0.0% | 0.0% | 179 | -30,495 | -31.33% | Q1 2026 | Apr 27, 2026 |
| COWA, LLC | History | Added to | 66,319 | 1,542 | 0.42% | 0.45% | 180 | +3,425 | 5.45% | Q1 2026 | May 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 65,713 | 1,528 | 0.2% | 0.19% | 181 | +6,556 | 11.08% | Q1 2026 | Apr 21, 2026 |
| TFR Capital, LLC. | History | Added to | 65,311 | 1,519 | 0.47% | 0.46% | 182 | +5,553 | 9.29% | Q1 2026 | May 04, 2026 |
| Fortis Capital Management LLC | History | Reduced | 63,157 | 1,469 | 0.15% | 0.21% | 183 | -4,903 | -7.2% | Q1 2026 | May 11, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 62,774 | 1,460 | 0.99% | 0.98% | 184 | -1,112 | -1.74% | Q1 2026 | May 07, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 62,494 | 1,453 | 0.72% | 0.77% | 185 | -3,022 | -4.61% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 60,197 | 1,408 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cyr Financial Inc. | History | Reduced | 59,848 | 1,392 | 0.82% | 0.9% | 187 | -1,765 | -2.86% | Q1 2026 | Apr 24, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 59,253 | 1,378 | 0.28% | 0.27% | 188 | -1,092 | -1.81% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 58,599 | 1,363 | 0.03% | 0.04% | 189 | -2,162 | -3.56% | Q1 2026 | Apr 29, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 54,735 | 1,273 | 0.27% | 0.29% | 190 | -8,711 | -13.73% | Q1 2026 | Apr 13, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 54,191 | 1,260 | 0.53% | 0.46% | 191 | +8,169 | 17.75% | Q1 2026 | Apr 15, 2026 |
| Reliant Wealth Planning | History | Added to | 53,646 | 1,247 | 0.38% | 0.36% | 192 | +4,239 | 8.58% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 52,431 | 1,215 | 0.01% | 0.01% | 193 | +11,096 | 26.84% | Q1 2026 | Apr 07, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 51,627 | 1,200 | 0.14% | 0.14% | 194 | -1,018 | -1.93% | Q1 2026 | Apr 15, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 51,362 | 1,194 | 0.08% | — | 195 | +51,362 | New | Q1 2026 | May 05, 2026 |
| Journey Advisory Group, LLC | History | No change | 50,100 | 1,165 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 50,000 | 1,163 | 0.86% | 0.85% | 197 | -9,018 | -15.28% | Q1 2026 | May 08, 2026 |
| High Note Wealth, LLC | History | Added to | 49,997 | 1,162 | 0.23% | 0.02% | 198 | +45,527 | 1018.5% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 49,864 | 1,159 | 0.0% | 0.0% | 199 | -1,250 | -2.45% | Q1 2026 | May 14, 2026 |
| Walleye Partners, LLC | History | Added to | 49,046 | 1,140 | 1.4% | 1.27% | 200 | +367 | 0.75% | Q1 2026 | Apr 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 47,754 | 1,110 | 0.06% | 0.05% | 201 | +8,501 | 21.66% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 47,365 | 1,101 | 0.0% | — | 202 | +47,365 | New | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | New | 47,351 | 1,101 | 0.01% | — | 203 | +47,351 | New | Q1 2026 | Apr 23, 2026 |
| Montecito Bank & Trust | History | Added to | 47,169 | 1,097 | 0.18% | 0.15% | 204 | +7,549 | 19.05% | Q1 2026 | Apr 16, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 46,786 | 1,088 | 0.2% | 0.11% | 205 | +21,507 | 85.08% | Q1 2026 | Apr 13, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 46,269 | 1,076 | 0.83% | 0.79% | 206 | +1,147 | 2.54% | Q1 2026 | Apr 20, 2026 |
| Farmers National Bank | History | No change | 44,068 | 1,031 | 0.23% | 0.23% | 207 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Bank of New Hampshire | History | Added to | 43,640 | 1,015 | 0.23% | 0.22% | 208 | +2,050 | 4.93% | Q1 2026 | Apr 13, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 42,310 | 984 | 0.13% | 0.13% | 209 | -3,206 | -7.04% | Q1 2026 | May 05, 2026 |
| Seneca House Advisors | History | Reduced | 40,783 | 948 | 0.38% | 0.5% | 210 | -16,363 | -28.63% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 40,266 | 932 | 0.0% | 0.01% | 211 | +1,515 | 3.91% | Q1 2026 | May 12, 2026 |
| Mendota Financial Group, LLC | History | Added to | 39,591 | 920 | 0.68% | 0.67% | 212 | +296 | 0.75% | Q1 2026 | Apr 16, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 39,443 | 917 | 0.24% | 0.27% | 213 | -5,924 | -13.06% | Q1 2026 | May 07, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 38,835 | 903 | 0.43% | 0.42% | 214 | -1,570 | -3.89% | Q1 2026 | Apr 15, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 38,444 | 894 | 0.39% | 0.18% | 215 | +20,474 | 113.93% | Q1 2026 | Apr 23, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 36,932 | 859 | 0.05% | 0.04% | 216 | +4,179 | 12.76% | Q1 2026 | Apr 29, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 36,818 | 856 | 0.03% | 0.04% | 217 | -16,529 | -30.98% | Q1 2026 | May 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 36,675 | 853 | 0.05% | 0.05% | 218 | +4,014 | 12.29% | Q1 2026 | May 06, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 35,029 | 814 | 0.15% | 0.1% | 219 | +10,275 | 41.51% | Q1 2026 | Apr 29, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 34,239 | 796 | 0.22% | 0.2% | 220 | +5,473 | 19.03% | Q1 2026 | Apr 22, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 34,078 | 792 | 0.6% | 0.66% | 221 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 33,098 | 769 | 0.0% | 0.0% | 222 | +17,003 | 105.64% | Q1 2026 | May 05, 2026 |
| Snider Financial Group | History | Reduced | 33,020 | 768 | 0.23% | 0.26% | 223 | -8,087 | -19.67% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 32,578 | 757 | 0.01% | 0.01% | 224 | +682 | 2.14% | Q1 2026 | Apr 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 32,337 | 752 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 30,807 | 716 | 0.01% | 0.01% | 226 | +5,883 | 23.6% | Q1 2026 | Apr 20, 2026 |
| Aprio Wealth Management, LLC | History | New | 30,632 | 712 | 0.04% | — | 227 | +30,632 | New | Q1 2026 | May 11, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 30,543 | 710 | 0.46% | 0.43% | 228 | +980 | 3.31% | Q1 2026 | Apr 15, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 30,014 | 698 | 0.47% | 0.43% | 229 | +2,121 | 7.6% | Q1 2026 | May 04, 2026 |
| OFS Enterprise LLC | History | New | 29,750 | 691 | 0.2% | — | 230 | +29,750 | New | Q1 2026 | Apr 09, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 29,435 | 684 | 0.11% | 0.1% | 231 | +2,901 | 10.93% | Q1 2026 | Apr 22, 2026 |
| CGN Advisors LLC | History | Reduced | 29,222 | 679 | 0.05% | 0.08% | 232 | -11,909 | -28.95% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 29,020 | 675 | 0.05% | 0.06% | 233 | -3,479 | -10.7% | Q1 2026 | May 05, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 28,820 | 670 | 0.25% | 0.2% | 234 | +4,254 | 17.32% | Q1 2026 | May 04, 2026 |
| Curbstone Financial Management Corp | History | Added to | 28,742 | 668 | 0.13% | 0.12% | 235 | +1,200 | 4.36% | Q1 2026 | Apr 15, 2026 |
| Redwood Financial Network Corp | History | Added to | 27,933 | 649 | 0.43% | 0.4% | 236 | +1,174 | 4.39% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 27,720 | 644 | 0.07% | 0.04% | 237 | +12,765 | 85.36% | Q1 2026 | Apr 29, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 27,118 | 632 | 0.59% | 0.62% | 238 | +83 | 0.31% | Q1 2026 | Apr 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 26,940 | 626 | 0.42% | 0.43% | 239 | +32 | 0.12% | Q1 2026 | Apr 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 26,369 | 613 | 0.04% | 0.04% | 240 | -1,115 | -4.06% | Q1 2026 | May 12, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 26,251 | 610 | 0.03% | 0.03% | 241 | +388 | 1.5% | Q1 2026 | May 12, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 26,255 | 608 | 0.5% | 0.42% | 242 | +2,451 | 10.3% | Q1 2026 | May 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 604 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TABLEAUX LLC | History | Added to | 25,817 | 600 | 0.29% | 0.24% | 244 | +11,335 | 78.27% | Q1 2026 | May 14, 2026 |
| ADG Wealth Management Group, LLC | History | New | 25,425 | 591 | 0.41% | — | 246 | +25,425 | New | Q1 2026 | Apr 21, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 25,434 | 591 | 0.04% | 0.02% | 245 | +13,979 | 122.03% | Q1 2026 | May 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 25,348 | 589 | 0.18% | 0.16% | 247 | +1,680 | 7.1% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,263 | 587 | 0.01% | 0.01% | 248 | +4,025 | 18.95% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 25,175 | 585 | 0.01% | 0.01% | 250 | -2,297 | -8.36% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 25,189 | 585 | 0.01% | 0.01% | 249 | +1,275 | 5.33% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | New | 24,563 | 571 | 0.0% | — | 251 | +24,563 | New | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | No change | 24,349 | 566 | 0.06% | 0.05% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Austin Private Wealth, LLC | History | No change | 23,762 | 556 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 23,862 | 555 | 0.1% | 0.09% | 254 | +1,768 | 8.0% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 23,770 | 552 | 0.04% | 0.04% | 255 | +265 | 1.13% | Q1 2026 | Apr 20, 2026 |
| American Trust | History | No change | 23,448 | 545 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HORAN Wealth, LLC | History | New | 22,465 | 525 | 0.05% | — | 257 | +22,465 | New | Q1 2026 | May 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 22,570 | 524 | 0.05% | 0.03% | 258 | +11,264 | 99.63% | Q1 2026 | Apr 30, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 22,503 | 523 | 0.18% | 0.14% | 259 | +5,015 | 28.68% | Q1 2026 | May 04, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 22,010 | 511 | 0.06% | 0.07% | 260 | -4,330 | -16.44% | Q1 2026 | Apr 24, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 21,794 | 506 | 0.0% | — | 261 | +21,794 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 21,440 | 498 | 0.0% | 0.0% | 262 | +9,802 | 84.22% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 21,238 | 493 | 0.02% | 0.02% | 263 | +2,328 | 12.31% | Q1 2026 | May 08, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 21,086 | 490 | 0.13% | 0.13% | 264 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Prosperity Planning, Inc. | History | No change | 20,748 | 482 | 0.12% | 0.13% | 265 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MidFirst Bank | History | Added to | 20,518 | 477 | 0.04% | 0.03% | 266 | +4,650 | 29.3% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 20,483 | 476 | 0.03% | 0.03% | 267 | +455 | 2.27% | Q1 2026 | Apr 27, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 19,725 | 458 | 0.08% | 0.06% | 268 | +5,099 | 34.86% | Q1 2026 | Apr 29, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Added to | 19,000 | 441 | 0.37% | 0.2% | 269 | +9,000 | 90.0% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 18,723 | 435 | 0.02% | 0.02% | 270 | +1,935 | 11.53% | Q1 2026 | Apr 28, 2026 |
| Straight Path Wealth Management | History | Added to | 18,733 | 435 | 0.12% | 0.12% | 271 | +298 | 1.62% | Q1 2026 | Apr 22, 2026 |
| Robbins Farley | History | Added to | 18,593 | 432 | 0.19% | 0.17% | 272 | +2,150 | 13.08% | Q1 2026 | Apr 17, 2026 |
| Clearstead Trust, LLC | History | No change | 18,454 | 429 | 0.07% | 0.07% | 273 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gryphon Financial Partners LLC | History | New | 18,386 | 427 | 0.04% | — | 275 | +18,386 | New | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 18,396 | 427 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 18,169 | 422 | 0.04% | — | 276 | +18,169 | New | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 17,840 | 414 | 0.01% | 0.01% | 277 | -128 | -0.71% | Q1 2026 | May 01, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 17,151 | 398 | 0.21% | 0.21% | 278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Element Wealth, LLC | History | Added to | 17,101 | 397 | 0.16% | 0.13% | 279 | +3,785 | 28.42% | Q1 2026 | May 04, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 17,000 | 395 | 0.03% | — | 280 | +17,000 | New | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 16,604 | 386 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | New | 16,506 | 383 | 0.06% | — | 282 | +16,506 | New | Q1 2026 | Apr 17, 2026 |
| XML Financial, LLC | History | Added to | 16,175 | 376 | 0.03% | 0.03% | 283 | +1,979 | 13.94% | Q1 2026 | Apr 16, 2026 |
| Ledyard National Bank | History | Reduced | 15,313 | 356 | 0.03% | 0.03% | 284 | -957 | -5.88% | Q1 2026 | Apr 24, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 14,985 | 348 | 0.02% | 0.03% | 285 | -6,697 | -30.89% | Q1 2026 | Apr 17, 2026 |
| Lee Financial Co | History | New | 14,550 | 338 | 0.05% | — | 286 | +14,550 | New | Q1 2026 | Apr 13, 2026 |
| Hills Bank & Trust Co | History | New | 14,430 | 335 | 0.02% | — | 287 | +14,430 | New | Q1 2026 | May 01, 2026 |
| KOM Wealth Management Group, LLC | History | New | 14,283 | 332 | 0.23% | — | 288 | +14,283 | New | Q1 2026 | Apr 23, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 14,133 | 328 | 0.04% | 0.04% | 289 | +106 | 0.76% | Q1 2026 | Apr 16, 2026 |
| Hyposwiss Advisors SA | History | No change | 14,060 | 327 | 0.32% | 0.32% | 290 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WJ Wealth Management, LLC | History | Added to | 14,000 | 325 | 0.15% | 0.1% | 291 | +4,200 | 42.86% | Q1 2026 | Apr 28, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 13,764 | 320 | 0.2% | 0.19% | 293 | +897 | 6.97% | Q1 2026 | Apr 15, 2026 |
| REDW Wealth LLC | History | Added to | 13,761 | 320 | 0.13% | 0.12% | 292 | +341 | 2.54% | Q1 2026 | May 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 13,706 | 318 | 0.12% | — | 294 | +13,706 | New | Q1 2026 | Apr 22, 2026 |
| United Community Bank | History | New | 13,150 | 305 | 0.1% | — | 295 | +13,150 | New | Q1 2026 | Apr 24, 2026 |
| Financial Advisory Corp | History | New | 13,101 | 304 | 0.04% | — | 296 | +13,101 | New | Q1 2026 | Apr 10, 2026 |
| One Day In July LLC | History | New | 12,942 | 301 | 0.02% | — | 297 | +12,942 | New | Q1 2026 | May 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 11,661 | 295 | 0.08% | 1.5% | 298 | -231,622 | -95.21% | Q1 2026 | May 01, 2026 |
| Atwater Malick LLC | History | No change | 12,673 | 294 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,621 | 293 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 12,559 | 292 | 0.01% | — | 301 | +12,559 | New | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,372 | 287 | 0.01% | 0.01% | 302 | +899 | 7.84% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 12,150 | 282 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | New | 12,034 | 279 | 0.0% | — | 304 | +12,034 | New | Q1 2026 | May 18, 2026 |
| MLP3, LLC | History | Added to | 11,750 | 273 | 0.3% | 0.26% | 305 | +1,498 | 14.61% | Q1 2026 | Apr 13, 2026 |
| Addison Advisors LLC | History | Added to | 11,455 | 266 | 0.06% | 0.06% | 307 | +310 | 2.78% | Q1 2026 | May 08, 2026 |
| HANOVER ADVISORS INC | History | Added to | 11,455 | 266 | 0.11% | 0.1% | 306 | +49 | 0.43% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 11,375 | 264 | 0.02% | 0.01% | 308 | +67 | 0.59% | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | New | 11,315 | 263 | 0.02% | — | 309 | +11,315 | New | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,293 | 262 | 0.0% | 0.0% | 310 | +2,751 | 32.21% | Q1 2026 | Apr 07, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,110 | 258 | 0.07% | 0.07% | 311 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 10,954 | 254 | 0.19% | 0.22% | 312 | -58 | -0.53% | Q1 2026 | May 08, 2026 |
| ProVise Management Group, LLC | History | New | 10,840 | 252 | 0.02% | — | 313 | +10,840 | New | Q1 2026 | May 06, 2026 |
| Maridea Wealth Management LLC | History | New | 10,801 | 251 | 0.04% | — | 314 | +10,801 | New | Q1 2026 | Apr 21, 2026 |
| Briggs Wealth Management, Inc | History | New | 10,702 | 248 | 0.26% | — | 315 | +10,702 | New | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 10,589 | 246 | 0.03% | — | 316 | +10,589 | New | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 10,550 | 245 | 0.03% | 0.04% | 317 | -2,977 | -22.01% | Q1 2026 | Apr 20, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 10,506 | 244 | 0.05% | 0.05% | 319 | +578 | 5.82% | Q1 2026 | May 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 10,508 | 244 | 0.01% | 0.01% | 318 | +422 | 4.18% | Q1 2026 | May 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 10,477 | 243 | 0.0% | — | 320 | +10,477 | New | Q1 2026 | Apr 20, 2026 |
| Advisor OS, LLC | History | New | 10,317 | 239 | 0.02% | — | 321 | +10,317 | New | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | New | 10,174 | 237 | 0.0% | — | 322 | +10,174 | New | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 10,069 | 234 | 0.0% | — | 323 | +10,069 | New | Q1 2026 | May 11, 2026 |
| Arnold Financial Planning LLC | History | New | 9,857 | 229 | 0.21% | — | 324 | +9,857 | New | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | New | 9,781 | 227 | 0.0% | — | 325 | +9,781 | New | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | New | 9,771 | 227 | 0.01% | — | 326 | +9,771 | New | Q1 2026 | Apr 30, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 9,719 | 226 | 0.01% | 0.01% | 328 | -4,709 | -32.64% | Q1 2026 | Apr 20, 2026 |
| McIlrath & Eck, LLC | History | Added to | 9,752 | 226 | 0.02% | 0.02% | 327 | +2,707 | 38.42% | Q1 2026 | May 19, 2026 |
| Miller Capital Partners, Inc. | History | No change | 9,675 | 225 | 0.11% | 0.11% | 329 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,489 | 220 | 0.0% | 0.0% | 330 | +63 | 0.67% | Q1 2026 | May 15, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | New | 9,400 | 218 | 0.05% | — | 331 | +9,400 | New | Q1 2026 | Apr 16, 2026 |
| WealthPlan Investment Management, LLC | History | New | 9,325 | 216 | 0.01% | — | 332 | +9,325 | New | Q1 2026 | Apr 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 9,251 | 215 | 0.02% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,194 | 213 | 0.0% | 0.0% | 334 | -1,914 | -17.23% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 9,113 | 211 | 0.0% | — | 336 | +9,113 | New | Q1 2026 | May 11, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 9,080 | 211 | 0.04% | 0.04% | 335 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,900 | 207 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | New | 8,721 | 202 | 0.0% | — | 338 | +8,721 | New | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | New | 8,665 | 201 | 0.01% | — | 339 | +8,665 | New | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,627 | 199 | 0.01% | 0.01% | 340 | +2,295 | 36.24% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Added to | 8,457 | 196 | 0.01% | 0.01% | 341 | +2,764 | 48.55% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,747 | 157 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 6,086 | 141 | 0.13% | — | 343 | +6,086 | New | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 5,900 | 137 | 0.0% | 0.0% | 344 | -2,072 | -25.99% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | No change | 5,284 | 122 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,049 | 118 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Miller Global Investments, LLC | History | New | 4,200 | 97 | 0.09% | — | 347 | +4,200 | New | Q1 2026 | Apr 06, 2026 |
| Trust Co | History | Added to | 4,018 | 93 | 0.01% | 0.01% | 348 | +15 | 0.37% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | No change | 3,881 | 90 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,830 | 89 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,682 | 85 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | New | 3,498 | 81 | 0.01% | — | 352 | +3,498 | New | Q1 2026 | May 13, 2026 |
| CNB Bank | History | Reduced | 3,384 | 78 | 0.03% | 0.03% | 353 | -16 | -0.47% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,263 | 75 | 0.0% | 0.0% | 354 | +199 | 6.49% | Q1 2026 | May 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | New | 3,210 | 74 | 0.03% | — | 355 | +3,210 | New | Q1 2026 | May 06, 2026 |
| Napier Financial, LLC | History | New | 2,984 | 69 | 0.02% | — | 356 | +2,984 | New | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | No change | 2,850 | 66 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,646 | 61 | 0.01% | 0.0% | 358 | +1,248 | 89.27% | Q1 2026 | Apr 30, 2026 |
| PITTENGER & ANDERSON INC | History | New | 2,555 | 59 | 0.0% | — | 359 | +2,555 | New | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Added to | 2,522 | 58 | 0.0% | 0.0% | 360 | +15 | 0.6% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,334 | 54 | 0.0% | 0.0% | 361 | -38,445 | -94.28% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,300 | 53 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 2,115 | 49 | 0.02% | 0.02% | 363 | +15 | 0.71% | Q1 2026 | Apr 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,806 | 42 | 0.0% | — | 364 | +1,806 | New | Q1 2026 | May 07, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,736 | 40 | 0.01% | — | 365 | +1,736 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,719 | 39 | 0.0% | — | 366 | +1,719 | New | Q1 2026 | May 13, 2026 |
| Stephens Consulting, LLC | History | No change | 1,583 | 37 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Western Wealth Management, LLC | History | New | 1,588 | 36 | 0.0% | — | 368 | +1,588 | New | Q1 2026 | May 19, 2026 |
| MTM Investment Management, LLC | History | New | 1,563 | 36 | 0.01% | — | 369 | +1,563 | New | Q1 2026 | May 06, 2026 |
| Coastline Trust Co | History | No change | 1,480 | 34 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| EASTERN BANK | History | Added to | 1,375 | 31 | 0.0% | 0.0% | 371 | +100 | 7.84% | Q1 2026 | Apr 07, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 1,239 | 28 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hurley Capital, LLC | History | New | 1,008 | 23 | 0.01% | — | 375 | +1,008 | New | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,005 | 23 | 0.0% | 0.0% | 373 | -354 | -26.05% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pioneer Family Office, LLC | History | No change | 910 | 21 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 875 | 20 | 0.0% | 0.0% | 377 | +7 | 0.81% | Q1 2026 | Apr 17, 2026 |
| AlphaCore Capital LLC | History | No change | 870 | 20 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 824 | 19 | 0.0% | 0.0% | 380 | +394 | 91.63% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 818 | 19 | 0.0% | 0.0% | 379 | +7 | 0.86% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 766 | 18 | 0.01% | 0.01% | 381 | +5 | 0.66% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 717 | 16 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Key FInancial Inc | History | No change | 642 | 14 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 530 | 12 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| First PREMIER Bank | History | No change | 329 | 8 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | No change | 325 | 7 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Resources Capital Management, LLC | History | New | 200 | 4 | 0.0% | — | 387 | +200 | New | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 133 | 3 | 0.0% | — | 388 | +133 | New | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.51% | — | -342,582 | -100.0% | Q1 2026 | May 14, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 2.55% | — | -277,100 | -100.0% | Q1 2026 | May 13, 2026 |
| Frisch Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.55% | — | -105,356 | -100.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -68,536 | -100.0% | Q1 2026 | May 12, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -42,415 | -100.0% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,053 | -100.0% | Q1 2026 | May 15, 2026 |
| STAR Financial Bank | History | Closed out | 0 | 0 | — | 0.47% | — | -39,456 | -100.0% | Q1 2026 | May 08, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.18% | — | -36,309 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,617 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -25,867 | -100.0% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -24,552 | -100.0% | Q1 2026 | May 20, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -22,520 | -100.0% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,244 | -100.0% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,979 | -100.0% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,760 | -100.0% | Q1 2026 | May 14, 2026 |
| Carroll Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -12,622 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,136 | -100.0% | Q1 2026 | May 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,860 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -10,015 | -100.0% | Q1 2026 | May 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,548 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,625 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -5,386 | -100.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,529 | -100.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1 | 0 | — | 0.0% | — | -161 | -99.38% | Q1 2026 | May 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 05, 2026 |