iSHARES TRUST - IBDV
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 | 9,068,595 | 198,511 | 0.01% | 0.01% | 1 | +927,523 | 11.39% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,041,703 | 132,252 | 1.04% | 0.94% | 2 | +108,447 | 1.83% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,374,232 | 117,641 | 0.17% | 0.21% | 3 | -815,364 | -13.17% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,738,224 | 103,719 | 0.01% | 0.0% | 4 | +1,165,700 | 32.63% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,304,559 | 94,226 | 0.03% | 0.02% | 5 | +755,466 | 21.29% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 4,072,983 | 89,157 | 1.3% | 1.32% | 6 | +160,102 | 4.09% | Q1 2026 | Apr 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 3,215,231 | 70,381 | 1.13% | 1.08% | 7 | +188,340 | 6.22% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,929,125 | 64,118 | 0.01% | 0.01% | 8 | -103,268 | -3.41% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,511,724 | 54,981 | 0.01% | 0.01% | 9 | +169,622 | 7.24% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Added to | 2,454,411 | 53,727 | 0.78% | 0.51% | 10 | +801,498 | 48.49% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,357,358 | 51,602 | 0.05% | 0.06% | 11 | +64,433 | 2.81% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 2,117,088 | 46,343 | 0.01% | 0.01% | 12 | +244,081 | 13.03% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 1,980,284 | 43,348 | 0.13% | 0.02% | 13 | +1,694,837 | 593.75% | Q1 2026 | May 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,746,344 | 38,227 | 2.6% | 2.19% | 14 | +267,629 | 18.1% | Q1 2026 | May 06, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,650,363 | 36,126 | 1.73% | 1.67% | 15 | +80,610 | 5.14% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,643,783 | 35,982 | 1.9% | 1.82% | 16 | +19,465 | 1.2% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Added to | 1,609,633 | 35,234 | 0.45% | 0.51% | 17 | +35,076 | 2.23% | Q1 2026 | May 15, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,599,810 | 35,019 | 5.07% | 4.54% | 18 | +116,823 | 7.88% | Q1 2026 | May 04, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,500,942 | 32,855 | 2.02% | 2.04% | 19 | +124,838 | 9.07% | Q1 2026 | Apr 28, 2026 |
| RVW Wealth, LLC | History | Added to | 1,206,110 | 26,401 | 2.06% | 1.88% | 20 | +92,958 | 8.35% | Q1 2026 | Apr 08, 2026 |
| Venture Visionary Partners LLC | History | Added to | 1,168,091 | 25,569 | 0.85% | 0.41% | 21 | +600,041 | 105.63% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,166,380 | 25,532 | 0.03% | 0.03% | 22 | +46,313 | 4.13% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 1,064,345 | 23,298 | 1.44% | 1.32% | 23 | +110,458 | 11.58% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,060,287 | 23,209 | 0.02% | 0.02% | 24 | +102,804 | 10.74% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 1,038,021 | 22,722 | 0.01% | 0.01% | 25 | +180,537 | 21.05% | Q1 2026 | May 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 979,384 | 21,438 | 0.25% | 0.25% | 26 | +32,328 | 3.41% | Q1 2026 | May 01, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 920,078 | 20,140 | 1.98% | 1.77% | 27 | +84,220 | 10.08% | Q1 2026 | Apr 30, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 881,649 | 19,299 | 0.76% | 0.68% | 28 | +74,625 | 9.25% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 716,488 | 15,683 | 0.02% | 0.02% | 29 | +20,613 | 2.96% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 713,760 | 15,624 | 0.08% | 0.08% | 30 | -8,906 | -1.23% | Q1 2026 | May 14, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 684,978 | 14,994 | 1.51% | 1.47% | 31 | +17,786 | 2.67% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 656,216 | 14,364 | 0.02% | 0.02% | 32 | +40,197 | 6.53% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 652,797 | 14,289 | 0.0% | 0.0% | 33 | +243,588 | 59.53% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 649,951 | 14,227 | 0.05% | 0.04% | 34 | +174,132 | 36.6% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 646,153 | 14,144 | 0.0% | 0.0% | 35 | +46,200 | 7.7% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 622,604 | 13,628 | 0.02% | 0.02% | 36 | +17,629 | 2.91% | Q1 2026 | May 14, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 621,042 | 13,594 | 5.76% | 5.66% | 37 | +34,610 | 5.9% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 589,237 | 12,898 | 0.44% | 0.33% | 38 | +138,763 | 30.8% | Q1 2026 | May 07, 2026 |
| Ironwood Financial, llc | History | Added to | 555,651 | 12,163 | 2.12% | 1.99% | 39 | +22,638 | 4.25% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 541,787 | 11,860 | 0.03% | 0.02% | 40 | +90,623 | 20.09% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 523,836 | 11,466 | 0.0% | — | 41 | +523,836 | New | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 519,002 | 11,360 | 1.8% | 1.65% | 42 | +53,065 | 11.39% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 501,553 | 10,978 | 0.22% | 0.19% | 43 | +65,116 | 14.92% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 486,128 | 10,641 | 0.02% | 0.02% | 44 | +18,767 | 4.02% | Q1 2026 | May 14, 2026 |
| Glenview Trust Co | History | Added to | 480,812 | 10,524 | 0.17% | 0.11% | 45 | +158,583 | 49.21% | Q1 2026 | May 08, 2026 |
| REBALANCE, LLC | History | Added to | 478,021 | 10,463 | 0.61% | 0.59% | 46 | +18,633 | 4.06% | Q1 2026 | May 11, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 470,930 | 10,308 | 1.63% | 1.6% | 47 | +31,748 | 7.23% | Q1 2026 | May 07, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 467,998 | 10,244 | 0.75% | 0.72% | 48 | +15,011 | 3.31% | Q1 2026 | May 07, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 462,944 | 10,147 | 1.28% | 1.24% | 49 | +44,181 | 10.55% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 460,569 | 10,081 | 0.1% | 0.11% | 50 | +6,412 | 1.41% | Q1 2026 | May 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 455,756 | 9,976 | 1.76% | 1.71% | 51 | +29,118 | 6.82% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 439,815 | 9,627 | 0.26% | 0.25% | 52 | +1,825 | 0.42% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 433,305 | 9,485 | 0.1% | 0.1% | 53 | +392 | 0.09% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning, LLC | History | Added to | 430,138 | 9,434 | 2.13% | 1.68% | 54 | +101,738 | 30.98% | Q1 2026 | May 11, 2026 |
| Centric Wealth Management | History | Added to | 418,846 | 9,122 | 1.82% | 1.84% | 55 | +24,561 | 6.23% | Q1 2026 | May 12, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 413,119 | 9,043 | 2.14% | 2.03% | 56 | +15,503 | 3.9% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 400,328 | 8,763 | 0.17% | 0.15% | 57 | +37,500 | 10.34% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 393,979 | 8,624 | 0.02% | 0.02% | 58 | +12,998 | 3.41% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 386,766 | 8,466 | 0.0% | 0.0% | 59 | +181,930 | 88.82% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 376,619 | 8,244 | 0.04% | 0.04% | 60 | +32,174 | 9.34% | Q1 2026 | May 05, 2026 |
| Peloton Wealth Strategists | History | Added to | 374,650 | 8,201 | 3.32% | 3.08% | 61 | +14,800 | 4.11% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 373,595 | 8,178 | 0.15% | 0.14% | 62 | +20,590 | 5.83% | Q1 2026 | May 07, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 361,225 | 7,907 | 4.78% | 4.47% | 63 | -8,517 | -2.3% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 353,881 | 7,746 | 0.0% | 0.0% | 64 | +24,463 | 7.43% | Q1 2026 | May 07, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 317,638 | 6,953 | 3.28% | 3.02% | 65 | +23,956 | 8.16% | Q1 2026 | Apr 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 297,532 | 6,512 | 1.24% | 1.21% | 66 | +20,530 | 7.41% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 287,179 | 6,286 | 0.03% | 0.02% | 67 | +17,735 | 6.58% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 281,756 | 6,167 | 0.38% | 0.33% | 68 | +42,413 | 17.72% | Q1 2026 | May 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 256,888 | 5,623 | 3.4% | 3.32% | 69 | +4,080 | 1.61% | Q1 2026 | Apr 22, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 255,349 | 5,589 | 1.46% | 1.48% | 70 | +404 | 0.16% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 250,027 | 5,473 | 0.01% | 0.01% | 71 | +43,541 | 21.09% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 249,774 | 5,467 | 0.06% | 0.06% | 72 | +16,168 | 6.92% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 249,339 | 5,458 | 0.05% | 0.05% | 73 | +964 | 0.39% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | Added to | 248,164 | 5,440 | 0.18% | 0.18% | 74 | +3,228 | 1.32% | Q1 2026 | Apr 17, 2026 |
| Signature Wealth Management Group | History | Reduced | 248,077 | 5,430 | 2.06% | 2.23% | 75 | -298 | -0.12% | Q1 2026 | Apr 01, 2026 |
| IFP Advisors, Inc | History | Added to | 247,605 | 5,420 | 0.11% | 0.11% | 76 | +20,092 | 8.83% | Q1 2026 | Apr 13, 2026 |
| Windsor Capital Management, LLC | History | Added to | 242,413 | 5,306 | 1.5% | 1.39% | 77 | +13,892 | 6.08% | Q1 2026 | Apr 10, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 238,935 | 5,230 | 2.59% | 2.62% | 78 | -787 | -0.33% | Q1 2026 | Apr 24, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 238,254 | 5,215 | 0.09% | 0.09% | 79 | +13,368 | 5.94% | Q1 2026 | May 15, 2026 |
| InvesTrust | History | Added to | 229,146 | 5,016 | 2.11% | 0.44% | 80 | +177,792 | 346.21% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 215,922 | 4,726 | 0.01% | 0.01% | 81 | -13,923 | -6.06% | Q1 2026 | May 13, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 212,432 | 4,650 | 0.52% | 0.4% | 82 | +51,124 | 31.69% | Q1 2026 | Apr 08, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 206,258 | 4,527 | 2.7% | 2.68% | 83 | +12,378 | 6.38% | Q1 2026 | Apr 23, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 205,951 | 4,508 | 2.4% | 2.34% | 84 | +9,083 | 4.61% | Q1 2026 | May 07, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 204,550 | 4,477 | 1.74% | 1.66% | 85 | +7,202 | 3.65% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 199,216 | 4,372 | 0.1% | 0.01% | 86 | +187,960 | 1669.86% | Q1 2026 | May 04, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Reduced | 199,390 | 4,364 | 2.34% | 2.59% | 87 | -1,470 | -0.73% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 199,514 | 4,361 | 0.03% | 0.02% | 88 | +81,389 | 68.9% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Added to | 189,174 | 4,141 | 0.36% | 0.35% | 89 | +11,141 | 6.26% | Q1 2026 | May 01, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 187,388 | 4,101 | 1.17% | 1.08% | 90 | +24,432 | 14.99% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 184,786 | 4,044 | 0.02% | 0.02% | 91 | +35,172 | 23.51% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 180,543 | 3,952 | 0.01% | 0.01% | 92 | +89,367 | 98.02% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 173,658 | 3,801 | 0.43% | 0.39% | 93 | +17,881 | 11.48% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 172,950 | 3,786 | 0.01% | 0.0% | 94 | +22,524 | 14.97% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 171,040 | 3,744 | 0.16% | 0.21% | 95 | +1,056 | 0.62% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 170,512 | 3,732 | 0.04% | 0.03% | 96 | +66,190 | 63.45% | Q1 2026 | Apr 28, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 165,622 | 3,625 | 0.24% | 0.22% | 97 | +11,221 | 7.27% | Q1 2026 | Apr 27, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 163,854 | 3,585 | 1.2% | 0.96% | 98 | +31,028 | 23.36% | Q1 2026 | Apr 03, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 162,299 | 3,552 | 0.71% | 0.72% | 99 | +6,513 | 4.18% | Q1 2026 | Apr 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 157,647 | 3,450 | 0.27% | 0.22% | 100 | +27,205 | 20.86% | Q1 2026 | Apr 29, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 157,166 | 3,440 | 1.01% | 0.52% | 101 | +75,784 | 93.12% | Q1 2026 | Apr 17, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 154,184 | 3,375 | 0.29% | 0.17% | 102 | +60,258 | 64.15% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 155,004 | 3,368 | 0.0% | 0.0% | 103 | +34,047 | 28.15% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 150,524 | 3,287 | 0.01% | 0.01% | 104 | -30,880 | -17.02% | Q1 2026 | Apr 08, 2026 |
| Stonebrook Private Inc. | History | Added to | 150,128 | 3,286 | 0.7% | 0.67% | 105 | +5,231 | 3.61% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 145,186 | 3,178 | 0.11% | 0.07% | 106 | +15,684 | 12.11% | Q1 2026 | Apr 23, 2026 |
| SPINNAKER TRUST | History | Added to | 133,607 | 2,924 | 0.16% | 0.09% | 107 | +57,517 | 75.59% | Q1 2026 | Apr 23, 2026 |
| Arcataur Capital Management LLC | History | Added to | 133,598 | 2,924 | 0.81% | 0.71% | 108 | +21,200 | 18.86% | Q1 2026 | Apr 22, 2026 |
| LifePlan Financial, LLC | History | Added to | 129,615 | 2,837 | 2.1% | 2.07% | 109 | +7,253 | 5.93% | Q1 2026 | Apr 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 129,102 | 2,826 | 0.18% | 0.16% | 110 | +19,487 | 17.78% | Q1 2026 | Apr 16, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 125,020 | 2,736 | 2.5% | 2.46% | 111 | +9,541 | 8.26% | Q1 2026 | Apr 14, 2026 |
| Leo Wealth, LLC | History | Added to | 123,651 | 2,706 | 0.2% | 0.18% | 112 | +12,227 | 10.97% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 122,361 | 2,678 | 0.03% | 0.03% | 113 | +17,298 | 16.46% | Q1 2026 | May 01, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 121,216 | 2,653 | 0.19% | 0.27% | 114 | +32,297 | 36.32% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 118,700 | 2,594 | 0.26% | 0.29% | 115 | +17,800 | 17.64% | Q1 2026 | May 12, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 115,706 | 2,532 | 0.17% | — | 116 | +115,706 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 115,070 | 2,518 | 0.09% | 0.07% | 117 | +31,645 | 37.93% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 113,856 | 2,512 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 113,563 | 2,485 | 1.05% | 2.11% | 119 | -87,264 | -43.45% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 112,363 | 2,459 | 0.04% | 0.03% | 120 | +30,745 | 37.67% | Q1 2026 | Apr 09, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 111,603 | 2,442 | 1.1% | 0.77% | 121 | +41,475 | 59.14% | Q1 2026 | Apr 21, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 108,993 | 2,385 | 0.06% | 0.06% | 122 | +10,369 | 10.51% | Q1 2026 | May 01, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 108,200 | 2,368 | 1.46% | 1.43% | 123 | +682 | 0.63% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 102,410 | 2,241 | 0.0% | — | 125 | +102,410 | New | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 102,380 | 2,241 | 0.28% | 0.08% | 124 | +75,978 | 287.77% | Q1 2026 | Apr 16, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 102,378 | 2,232 | 0.24% | — | 126 | +102,378 | New | Q1 2026 | Apr 10, 2026 |
| Segment Wealth Management, LLC | History | Added to | 101,755 | 2,227 | 0.13% | 0.11% | 127 | +14,945 | 17.22% | Q1 2026 | Apr 20, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 95,100 | 2,081 | 1.21% | 0.78% | 128 | +33,500 | 54.38% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 95,051 | 2,080 | 0.07% | 0.07% | 129 | +3,931 | 4.31% | Q1 2026 | May 06, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 94,493 | 2,052 | 1.04% | 1.0% | 130 | +6,731 | 7.67% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 93,225 | 2,040 | 0.02% | 0.01% | 131 | +28,838 | 44.79% | Q1 2026 | Apr 15, 2026 |
| Strid Group, LLC | History | New | 91,692 | 2,007 | 0.25% | — | 132 | +91,692 | New | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Added to | 91,379 | 2,000 | 0.03% | 0.02% | 133 | +32,469 | 55.12% | Q1 2026 | Apr 08, 2026 |
| WRAPMANAGER INC | History | Added to | 89,520 | 1,959 | 0.68% | 0.65% | 134 | +1,809 | 2.06% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 88,825 | 1,944 | 0.1% | 0.1% | 135 | +6,858 | 8.37% | Q1 2026 | Apr 29, 2026 |
| 10Elms LLP | History | Added to | 88,425 | 1,935 | 1.22% | 0.56% | 136 | +60,784 | 219.91% | Q1 2026 | May 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 87,399 | 1,913 | 0.22% | 0.18% | 137 | +11,583 | 15.28% | Q1 2026 | Apr 24, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 84,206 | 1,843 | 0.86% | 0.79% | 138 | +2,404 | 2.94% | Q1 2026 | Apr 27, 2026 |
| Crews Bank & Trust | History | Added to | 80,515 | 1,762 | 0.26% | 0.24% | 139 | +4,055 | 5.3% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 80,196 | 1,755 | 0.18% | 0.17% | 140 | +895 | 1.13% | Q1 2026 | Apr 30, 2026 |
| Breachway Investments LLC | History | Added to | 79,635 | 1,737 | 1.67% | 1.83% | 141 | +850 | 1.08% | Q1 2026 | Apr 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 77,813 | 1,703 | 0.02% | 0.02% | 142 | +736 | 0.95% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 74,620 | 1,633 | 0.35% | 0.34% | 143 | +1,860 | 2.56% | Q1 2026 | May 05, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 68,444 | 1,498 | 0.55% | 0.44% | 144 | +12,833 | 23.08% | Q1 2026 | Apr 30, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 68,427 | 1,497 | 1.31% | 3.98% | 145 | -142,546 | -67.57% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 67,990 | 1,488 | 0.01% | 0.01% | 147 | +6,279 | 10.17% | Q1 2026 | Apr 24, 2026 |
| Chesley Taft & Associates LLC | History | No change | 68,000 | 1,488 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Oldfather Financial Services, LLC | History | No change | 65,985 | 1,456 | 0.43% | 0.43% | 148 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OFS Enterprise LLC | History | New | 65,985 | 1,444 | 0.42% | — | 149 | +65,985 | New | Q1 2026 | Apr 09, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 63,049 | 1,380 | 0.41% | 0.31% | 150 | +16,163 | 34.47% | Q1 2026 | May 07, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 63,000 | 1,377 | 0.02% | 0.01% | 151 | +13,460 | 27.17% | Q1 2026 | Apr 29, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 62,562 | 1,369 | 0.93% | 0.95% | 152 | -3,295 | -5.0% | Q1 2026 | May 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 60,971 | 1,334 | 0.28% | 0.3% | 153 | -9,176 | -13.08% | Q1 2026 | Apr 13, 2026 |
| NovaPoint Capital, LLC | History | Added to | 60,157 | 1,316 | 0.33% | 0.34% | 154 | +1,110 | 1.88% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 58,490 | 1,280 | 0.02% | — | 155 | +58,490 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 55,195 | 1,208 | 0.0% | 0.0% | 156 | +27,633 | 100.26% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 53,924 | 1,180 | 0.0% | — | 157 | +53,924 | New | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 53,860 | 1,178 | 0.13% | 0.14% | 158 | -1,134 | -2.06% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 52,960 | 1,168 | 0.06% | 0.05% | 159 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bank of New Hampshire | History | Added to | 53,330 | 1,167 | 0.27% | 0.25% | 160 | +3,295 | 6.59% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 53,124 | 1,162 | 0.09% | 0.06% | 161 | +18,497 | 53.42% | Q1 2026 | Apr 23, 2026 |
| COWA, LLC | History | Added to | 53,062 | 1,161 | 0.31% | 0.28% | 162 | +10,662 | 25.15% | Q1 2026 | May 14, 2026 |
| Montecito Bank & Trust | History | Added to | 53,009 | 1,160 | 0.19% | 0.16% | 163 | +7,643 | 16.85% | Q1 2026 | Apr 16, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 51,103 | 1,118 | 0.01% | 0.02% | 164 | -2,590 | -4.82% | Q1 2026 | Apr 23, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 50,953 | 1,115 | 0.22% | 0.22% | 165 | -647 | -1.25% | Q1 2026 | May 01, 2026 |
| Farmers National Bank | History | No change | 48,343 | 1,066 | 0.24% | 0.24% | 166 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 46,839 | 1,025 | 1.02% | 0.89% | 167 | +6,689 | 16.66% | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 46,524 | 1,018 | 0.08% | 0.07% | 168 | +8,628 | 22.77% | Q1 2026 | May 07, 2026 |
| Madden Advisory Services, Inc. | History | New | 45,735 | 1,001 | 0.39% | — | 169 | +45,735 | New | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 45,364 | 993 | 0.06% | 0.05% | 170 | +4,598 | 11.28% | Q1 2026 | May 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 45,361 | 992 | 0.13% | 0.11% | 172 | +6,908 | 17.96% | Q1 2026 | Apr 21, 2026 |
| REDW Wealth LLC | History | Reduced | 45,358 | 992 | 0.4% | 0.4% | 171 | -2,422 | -5.07% | Q1 2026 | May 07, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 44,817 | 981 | 0.13% | 0.13% | 173 | -3,397 | -7.05% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 43,512 | 949 | 0.01% | 0.01% | 174 | -1,058 | -2.37% | Q1 2026 | Apr 07, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 43,346 | 948 | 0.1% | 0.04% | 175 | +26,413 | 155.99% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 42,835 | 937 | 0.03% | 0.04% | 176 | -17,585 | -29.1% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 42,274 | 925 | 0.01% | — | 177 | +42,274 | New | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 42,104 | 921 | 0.03% | 0.03% | 178 | +909 | 2.21% | Q1 2026 | Apr 28, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 41,715 | 913 | 0.24% | 0.27% | 179 | -7,000 | -14.37% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 40,157 | 879 | 0.01% | 0.01% | 180 | -2,364 | -5.56% | Q1 2026 | May 15, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 40,155 | 878 | 0.44% | 0.42% | 181 | +2,512 | 6.67% | Q1 2026 | Apr 23, 2026 |
| Ascentis Independent Advisors | History | Added to | 39,450 | 863 | 0.07% | 0.06% | 182 | +23,850 | 152.88% | Q1 2026 | Apr 28, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 39,311 | 860 | 0.38% | 0.1% | 183 | +28,259 | 255.69% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 38,684 | 853 | 0.01% | 0.0% | 184 | +16,656 | 75.61% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 38,935 | 852 | 0.03% | 0.02% | 185 | +15,465 | 65.89% | Q1 2026 | May 12, 2026 |
| Reliant Wealth Planning | History | Added to | 37,677 | 824 | 0.25% | 0.23% | 186 | +4,311 | 12.92% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | New | 37,209 | 814 | 0.15% | — | 187 | +37,209 | New | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 36,272 | 793 | 0.0% | 0.0% | 188 | +11,606 | 47.05% | Q1 2026 | May 12, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 36,227 | 793 | 0.38% | 0.36% | 189 | -901 | -2.43% | Q1 2026 | Apr 15, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 36,029 | 788 | 0.04% | 0.04% | 190 | +3,247 | 9.9% | Q1 2026 | Apr 29, 2026 |
| NOVEM GROUP | History | Reduced | 35,974 | 787 | 0.09% | 1.08% | 191 | -390,975 | -91.57% | Q1 2026 | Apr 10, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 34,706 | 759 | 0.51% | 0.42% | 192 | +5,481 | 18.75% | Q1 2026 | May 04, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 33,417 | 731 | 0.13% | 0.05% | 193 | +22,513 | 206.47% | Q1 2026 | Apr 13, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 33,033 | 723 | 0.56% | 0.54% | 194 | +704 | 2.18% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Reduced | 32,604 | 713 | 0.01% | 0.01% | 195 | -420 | -1.27% | Q1 2026 | Apr 16, 2026 |
| Aprio Wealth Management, LLC | History | New | 32,516 | 711 | 0.04% | — | 196 | +32,516 | New | Q1 2026 | May 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 32,472 | 710 | 0.1% | 0.11% | 197 | -2,293 | -6.6% | Q1 2026 | May 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 32,447 | 710 | 0.46% | 0.43% | 198 | +1,157 | 3.7% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,441 | 688 | 0.0% | 0.0% | 199 | +15,364 | 95.57% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 31,392 | 687 | 0.0% | 0.0% | 200 | +873 | 2.86% | Q1 2026 | May 14, 2026 |
| TABLEAUX LLC | History | Added to | 31,031 | 679 | 0.33% | 0.39% | 201 | +5,855 | 23.26% | Q1 2026 | May 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 30,848 | 675 | 0.14% | 0.15% | 202 | -1,135 | -3.55% | Q1 2026 | Apr 13, 2026 |
| Great Diamond Partners, LLC | History | Added to | 29,995 | 656 | 0.13% | 0.1% | 204 | +7,267 | 31.97% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 29,999 | 656 | 0.17% | 0.17% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 29,460 | 644 | 0.27% | 0.27% | 205 | +1,161 | 4.1% | Q1 2026 | Apr 15, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 28,496 | 623 | 0.03% | 0.03% | 206 | +902 | 3.27% | Q1 2026 | May 12, 2026 |
| Redwood Financial Network Corp | History | Added to | 28,160 | 616 | 0.4% | 0.32% | 207 | +5,238 | 22.85% | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 26,361 | 577 | 0.04% | 0.02% | 208 | +14,960 | 131.22% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 26,182 | 573 | 0.05% | 0.04% | 209 | +2,736 | 11.67% | Q1 2026 | Apr 16, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 569 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hills Bank & Trust Co | History | New | 25,900 | 566 | 0.03% | — | 212 | +25,900 | New | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,874 | 566 | 0.01% | 0.01% | 211 | +2,606 | 11.2% | Q1 2026 | Apr 20, 2026 |
| TFR Capital, LLC. | History | New | 25,574 | 559 | 0.17% | — | 213 | +25,574 | New | Q1 2026 | May 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 25,465 | 557 | 0.12% | 0.18% | 214 | -12,330 | -32.62% | Q1 2026 | May 12, 2026 |
| Hyposwiss Advisors SA | History | Reduced | 25,400 | 556 | 0.55% | 0.57% | 215 | -1,025 | -3.88% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 24,503 | 536 | 0.01% | 0.01% | 216 | +1,462 | 6.35% | Q1 2026 | May 11, 2026 |
| CGN Advisors LLC | History | Reduced | 24,200 | 529 | 0.04% | 0.06% | 217 | -12,590 | -34.22% | Q1 2026 | Apr 13, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 24,112 | 525 | 0.43% | 0.35% | 218 | +2,682 | 12.52% | Q1 2026 | May 04, 2026 |
| Stokes Family Office, LLC | History | No change | 23,845 | 521 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 23,359 | 511 | 0.09% | 0.08% | 220 | +2,766 | 13.43% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 21,855 | 478 | 0.0% | 0.0% | 221 | +7,337 | 50.54% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,566 | 472 | 0.01% | 0.01% | 222 | +9,049 | 72.29% | Q1 2026 | May 18, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 21,081 | 461 | 0.0% | 0.0% | 223 | -1,250 | -5.6% | Q1 2026 | May 14, 2026 |
| MLP3, LLC | History | Added to | 20,841 | 456 | 0.5% | 0.23% | 224 | +11,323 | 118.96% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,741 | 454 | 0.01% | 0.01% | 225 | -640 | -2.99% | Q1 2026 | May 15, 2026 |
| Prosperity Planning, Inc. | History | No change | 20,516 | 449 | 0.11% | 0.12% | 226 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 20,279 | 443 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,821 | 433 | 0.0% | 0.0% | 228 | -2,243 | -10.17% | Q1 2026 | May 04, 2026 |
| Clearstead Trust, LLC | History | No change | 19,563 | 428 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 19,475 | 426 | 0.03% | 0.03% | 230 | +855 | 4.59% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,945 | 414 | 0.0% | 0.0% | 231 | +18,096 | 2131.45% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 18,920 | 414 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 18,903 | 413 | 0.0% | 0.0% | 233 | +1,800 | 10.52% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,249 | 399 | 0.0% | 0.0% | 234 | -6,692 | -26.83% | Q1 2026 | Apr 27, 2026 |
| Advance Capital Management, Inc. | History | Added to | 17,938 | 392 | 0.01% | 0.02% | 235 | +107 | 0.6% | Q1 2026 | Apr 29, 2026 |
| Heartland Bank & Trust Co | History | Added to | 17,667 | 386 | 0.09% | 0.12% | 236 | +5,285 | 42.68% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | New | 17,272 | 378 | 0.0% | — | 238 | +17,272 | New | Q1 2026 | May 14, 2026 |
| American Trust | History | No change | 17,291 | 378 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Reduced | 17,176 | 375 | 0.01% | 0.01% | 239 | -2,534 | -12.86% | Q1 2026 | May 01, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 17,106 | 374 | 0.01% | 0.01% | 240 | +3,154 | 22.61% | Q1 2026 | Apr 20, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 16,900 | 369 | 0.17% | 0.17% | 241 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 16,493 | 361 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 16,362 | 358 | 0.06% | 0.05% | 243 | +1,762 | 12.07% | Q1 2026 | Apr 22, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 16,275 | 356 | 0.04% | 0.02% | 244 | +6,509 | 66.65% | Q1 2026 | Apr 30, 2026 |
| Straight Path Wealth Management | History | No change | 15,944 | 349 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 15,882 | 347 | 0.02% | 0.02% | 246 | +2,173 | 15.85% | Q1 2026 | Apr 27, 2026 |
| 4J Wealth Management LLC | History | Added to | 15,888 | 347 | 0.2% | 0.19% | 247 | +720 | 4.75% | Q1 2026 | May 05, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 15,828 | 346 | 0.1% | 0.08% | 248 | +3,366 | 27.01% | Q1 2026 | Apr 22, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 15,807 | 346 | 0.02% | 0.02% | 249 | +448 | 2.92% | Q1 2026 | May 07, 2026 |
| Wick Capital Partners, LLC | History | New | 13,604 | 344 | 0.06% | — | 250 | +13,604 | New | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | New | 15,609 | 341 | 0.02% | — | 251 | +15,609 | New | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 15,574 | 340 | 0.01% | 0.01% | 252 | +3,777 | 32.02% | Q1 2026 | May 08, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 15,467 | 338 | 0.1% | 0.07% | 254 | +4,648 | 42.96% | Q1 2026 | May 12, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 15,486 | 338 | 0.06% | 0.05% | 253 | +2,700 | 21.12% | Q1 2026 | May 06, 2026 |
| Element Wealth, LLC | History | Added to | 15,314 | 335 | 0.14% | 0.12% | 255 | +2,428 | 18.84% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 14,904 | 328 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 14,720 | 322 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 14,621 | 320 | 0.22% | 0.22% | 258 | -168 | -1.14% | Q1 2026 | Apr 30, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 14,569 | 318 | 0.04% | 0.04% | 259 | +108 | 0.75% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,419 | 314 | 0.0% | 0.0% | 260 | +1,457 | 11.24% | Q1 2026 | May 12, 2026 |
| Cyr Financial Inc. | History | Reduced | 14,250 | 311 | 0.18% | 0.21% | 261 | -1,352 | -8.67% | Q1 2026 | Apr 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 14,148 | 309 | 0.02% | 0.03% | 262 | -6,416 | -31.2% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,015 | 306 | 0.0% | 0.43% | 263 | -1,113,049 | -98.76% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | New | 13,690 | 299 | 0.02% | — | 264 | +13,690 | New | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | Added to | 13,543 | 296 | 0.02% | 0.01% | 265 | +6,900 | 103.87% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 13,441 | 294 | 0.01% | — | 266 | +13,441 | New | Q1 2026 | May 07, 2026 |
| Advisor OS, LLC | History | Reduced | 13,048 | 285 | 0.02% | 0.02% | 267 | -661 | -4.82% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 12,946 | 283 | 0.02% | 0.02% | 268 | +69 | 0.54% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | New | 12,494 | 273 | 0.0% | — | 270 | +12,494 | New | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | Added to | 12,513 | 273 | 0.15% | 0.15% | 269 | +92 | 0.74% | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 12,300 | 269 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Autumn Glory Partners, LLC | History | New | 12,197 | 266 | 0.1% | — | 272 | +12,197 | New | Q1 2026 | May 04, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 11,914 | 260 | 0.16% | 0.15% | 273 | +956 | 8.72% | Q1 2026 | Apr 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 11,782 | 257 | 0.02% | 0.01% | 274 | +7,251 | 160.03% | Q1 2026 | May 06, 2026 |
| Austin Private Wealth, LLC | History | No change | 11,679 | 257 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Addison Advisors LLC | History | Added to | 11,465 | 250 | 0.06% | 0.06% | 276 | +245 | 2.18% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,107 | 243 | 0.0% | 0.0% | 277 | +4,760 | 75.0% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | New | 10,934 | 239 | 0.0% | — | 278 | +10,934 | New | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 10,856 | 237 | 0.0% | — | 279 | +10,856 | New | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | New | 9,904 | 217 | 0.0% | — | 280 | +9,904 | New | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | New | 9,885 | 216 | 0.01% | — | 282 | +9,885 | New | Q1 2026 | Apr 30, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 9,885 | 216 | 0.04% | 0.04% | 281 | +225 | 2.33% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | No change | 9,789 | 214 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 9,803 | 214 | 0.03% | 0.04% | 284 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bogart Wealth, LLC | History | Added to | 9,732 | 213 | 0.01% | 0.01% | 285 | +2,930 | 43.08% | Q1 2026 | Apr 28, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 9,635 | 211 | 0.2% | — | 286 | +9,635 | New | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 9,500 | 207 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,436 | 206 | 0.0% | 0.0% | 288 | +2,498 | 36.0% | Q1 2026 | May 08, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 9,423 | 206 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | New | 9,190 | 201 | 0.01% | — | 290 | +9,190 | New | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | New | 9,107 | 199 | 0.01% | — | 291 | +9,107 | New | Q1 2026 | May 19, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 9,086 | 198 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 8,148 | 178 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 8,086 | 177 | 0.0% | — | 294 | +8,086 | New | Q1 2026 | May 11, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 7,956 | 174 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trust Co | History | Added to | 7,659 | 167 | 0.02% | 0.02% | 296 | +28 | 0.37% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,426 | 161 | 0.0% | 0.0% | 297 | +5,911 | 390.17% | Q1 2026 | May 13, 2026 |
| Y.D. More Investments Ltd | History | Added to | 7,280 | 158 | 0.01% | 0.01% | 298 | +1,280 | 21.33% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,651 | 145 | 0.0% | 0.0% | 299 | +48 | 0.73% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 5,725 | 125 | 0.12% | — | 301 | +5,725 | New | Q1 2026 | May 05, 2026 |