iSHARES TRUST - IBDW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | Added to | 7,393,304 | 154,741 | 1.22% | 1.1% | 1 | +132,719 | 1.83% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,166,787 | 108,140 | 0.01% | 0.01% | 2 | +984,361 | 23.54% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,058,827 | 105,881 | 0.01% | 0.01% | 3 | +382,187 | 8.17% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,841,541 | 80,403 | 1.18% | 1.18% | 4 | +193,928 | 5.32% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,566,527 | 74,647 | 0.02% | 0.02% | 5 | +1,025,497 | 40.36% | Q1 2026 | May 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 3,316,750 | 69,419 | 1.12% | 1.05% | 6 | +227,155 | 7.35% | Q1 2026 | Apr 27, 2026 |
| Venture Visionary Partners LLC | History | Added to | 2,853,427 | 59,722 | 1.99% | 1.84% | 7 | +212,676 | 8.05% | Q1 2026 | May 14, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 2,194,181 | 45,924 | 28.29% | 29.38% | 8 | +8,659 | 0.4% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,080,313 | 43,540 | 0.01% | 0.01% | 9 | -203,545 | -8.91% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,058,364 | 43,081 | 0.01% | 0.01% | 10 | +109,341 | 5.61% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 1,900,235 | 39,771 | 0.51% | 0.57% | 11 | +73,739 | 4.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,894,630 | 39,654 | 0.01% | 0.01% | 12 | +229,432 | 13.78% | Q1 2026 | May 05, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,816,012 | 38,009 | 2.01% | 1.88% | 13 | +62,327 | 3.55% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,773,629 | 37,121 | 0.04% | 0.03% | 14 | +562,399 | 46.43% | Q1 2026 | May 05, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,749,262 | 36,612 | 0.43% | 0.41% | 15 | +85,144 | 5.12% | Q1 2026 | May 01, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,699,798 | 35,576 | 1.7% | 1.61% | 16 | +119,450 | 7.56% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,607,751 | 33,651 | 0.01% | 0.01% | 17 | -610,628 | -27.53% | Q1 2026 | May 15, 2026 |
| SUMMITRY LLC | History | Added to | 1,565,137 | 32,758 | 1.43% | 1.37% | 18 | +15,980 | 1.03% | Q1 2026 | May 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,182,844 | 24,756 | 1.68% | 1.59% | 19 | +63,630 | 5.69% | Q1 2026 | May 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 936,335 | 19,597 | 1.21% | 1.08% | 20 | +122,356 | 15.03% | Q1 2026 | May 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 912,123 | 19,090 | 1.87% | 1.59% | 21 | +130,911 | 16.76% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 909,529 | 19,036 | 0.03% | 0.06% | 22 | -1,031,595 | -53.14% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 891,295 | 18,654 | 0.02% | 0.02% | 23 | +42,472 | 5.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 769,745 | 16,110 | 0.02% | 0.02% | 24 | -83,391 | -9.77% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 731,129 | 15,302 | 0.08% | 0.08% | 25 | -15,017 | -2.01% | Q1 2026 | May 14, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 722,758 | 15,127 | 1.52% | 1.48% | 26 | +18,980 | 2.7% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 696,445 | 14,576 | 0.04% | 0.05% | 27 | -15,615 | -2.19% | Q1 2026 | May 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 657,363 | 13,758 | 5.74% | 5.79% | 28 | +6,869 | 1.06% | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Added to | 649,780 | 13,599 | 0.0% | 0.0% | 29 | +50,747 | 8.47% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 649,578 | 13,595 | 0.02% | 0.02% | 30 | +43,640 | 7.2% | Q1 2026 | May 13, 2026 |
| Envision Financial Planning, LLC | History | Added to | 639,767 | 13,390 | 4.84% | 4.89% | 31 | +28,311 | 4.63% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 632,154 | 13,230 | 0.02% | 0.02% | 32 | +10,810 | 1.74% | Q1 2026 | May 14, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 629,507 | 13,175 | 5.59% | 5.55% | 33 | +29,735 | 4.96% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | Added to | 569,411 | 11,917 | 2.08% | 1.96% | 34 | +24,085 | 4.42% | Q1 2026 | Apr 16, 2026 |
| Probity Advisors, Inc. | History | Added to | 524,604 | 10,979 | 1.74% | 1.61% | 35 | +48,052 | 10.08% | Q1 2026 | Apr 28, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 520,826 | 10,900 | 0.43% | 0.32% | 36 | +117,559 | 29.15% | Q1 2026 | Apr 14, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 482,931 | 10,131 | 1.28% | 1.24% | 37 | +45,226 | 10.33% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 478,622 | 10,018 | 0.02% | 0.02% | 38 | +32,344 | 7.25% | Q1 2026 | Apr 22, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 460,273 | 9,633 | 1.52% | 1.49% | 39 | +33,394 | 7.82% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 450,146 | 9,421 | 0.32% | 0.23% | 40 | +128,195 | 39.82% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning, LLC | History | New | 446,549 | 9,365 | 2.11% | — | 41 | +446,549 | New | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 427,594 | 8,949 | 0.17% | 0.15% | 42 | +40,133 | 10.36% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 423,036 | 8,854 | 0.01% | 0.01% | 43 | +18,642 | 4.61% | Q1 2026 | Apr 27, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 422,142 | 8,835 | 2.09% | 2.0% | 44 | +14,361 | 3.52% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 414,526 | 8,676 | 0.03% | 0.03% | 45 | +91,913 | 28.49% | Q1 2026 | Apr 30, 2026 |
| COWA, LLC | History | Added to | 408,644 | 8,552 | 2.31% | 1.88% | 46 | +96,995 | 31.12% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 406,814 | 8,514 | 0.01% | 0.0% | 47 | +74,532 | 22.43% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Added to | 393,227 | 8,230 | 0.13% | 0.1% | 48 | +90,800 | 30.02% | Q1 2026 | May 08, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | New | 381,199 | 7,978 | 3.76% | — | 49 | +381,199 | New | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 380,644 | 7,966 | 0.21% | 0.2% | 50 | +12,474 | 3.39% | Q1 2026 | May 14, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 364,416 | 7,627 | 0.86% | 0.79% | 51 | -118,308 | -24.51% | Q1 2026 | May 12, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 355,021 | 7,430 | 2.37% | 2.17% | 52 | +23,420 | 7.06% | Q1 2026 | Apr 21, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 349,577 | 7,316 | 0.54% | 0.51% | 53 | +17,300 | 5.21% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 348,743 | 7,299 | 0.0% | 0.0% | 54 | +131,646 | 60.64% | Q1 2026 | May 04, 2026 |
| Peloton Wealth Strategists | History | Added to | 307,350 | 6,433 | 2.6% | 2.02% | 55 | +61,000 | 24.76% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | Added to | 300,130 | 6,281 | 0.63% | 0.58% | 56 | +19,841 | 7.08% | Q1 2026 | May 12, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 296,244 | 6,209 | 1.18% | 1.13% | 57 | +27,207 | 10.11% | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 292,121 | 6,114 | 0.11% | 0.11% | 58 | +5,198 | 1.81% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 291,173 | 6,094 | 0.11% | 0.1% | 59 | +16,425 | 5.98% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 269,070 | 5,647 | 0.18% | 0.19% | 60 | +4,979 | 1.89% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 262,635 | 5,496 | 0.01% | 0.01% | 61 | +39,836 | 17.88% | Q1 2026 | May 15, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 256,851 | 5,375 | 2.42% | 2.14% | 62 | +54,731 | 27.08% | Q1 2026 | Apr 21, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 249,171 | 5,215 | 1.36% | 1.32% | 63 | +12,410 | 5.24% | Q1 2026 | May 01, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 244,684 | 5,121 | 2.53% | 2.57% | 64 | -786 | -0.32% | Q1 2026 | Apr 24, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 244,444 | 5,116 | 1.72% | 1.08% | 65 | +89,143 | 57.4% | Q1 2026 | Apr 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 224,702 | 4,703 | 0.0% | — | 66 | +224,702 | New | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 219,566 | 4,595 | 0.05% | 0.05% | 67 | +8,370 | 3.96% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 213,556 | 4,469 | 0.04% | 0.04% | 68 | +2,445 | 1.16% | Q1 2026 | May 08, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 212,776 | 4,453 | 2.37% | 2.31% | 69 | +9,527 | 4.69% | Q1 2026 | May 07, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 211,441 | 4,425 | 2.68% | 2.73% | 70 | -4,931 | -2.28% | Q1 2026 | Apr 22, 2026 |
| Signature Wealth Management Group | History | Reduced | 210,521 | 4,406 | 1.67% | 1.82% | 71 | -590 | -0.28% | Q1 2026 | Apr 01, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 208,444 | 4,382 | 0.1% | 0.01% | 72 | +196,516 | 1647.52% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | New | 207,543 | 4,343 | 0.03% | — | 73 | +207,543 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 193,091 | 4,041 | 0.01% | 0.01% | 74 | +23,014 | 13.53% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 192,103 | 4,020 | 0.02% | 0.02% | 75 | +38,992 | 25.47% | Q1 2026 | May 05, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | New | 191,815 | 4,014 | 2.15% | — | 76 | +191,815 | New | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 190,340 | 3,983 | 0.08% | 0.05% | 77 | +69,324 | 57.28% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 186,315 | 3,899 | 0.04% | 0.05% | 78 | +113 | 0.06% | Q1 2026 | May 06, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 170,410 | 3,566 | 0.71% | 0.73% | 79 | +6,763 | 4.13% | Q1 2026 | Apr 14, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 166,946 | 3,494 | 1.36% | 1.23% | 80 | +14,771 | 9.71% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 165,005 | 3,453 | 0.0% | 0.0% | 81 | +24,876 | 17.75% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 163,040 | 3,412 | 0.0% | 0.0% | 82 | -1,250 | -0.76% | Q1 2026 | May 14, 2026 |
| Rossmore Private Capital | History | Added to | 159,376 | 3,335 | 0.29% | 0.28% | 83 | +10,318 | 6.92% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 158,223 | 3,311 | 0.0% | — | 84 | +158,223 | New | Q1 2026 | May 15, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 157,872 | 3,304 | 0.37% | 0.27% | 85 | +42,320 | 36.62% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 153,704 | 3,217 | 0.02% | 0.02% | 86 | +21,596 | 16.35% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 153,478 | 3,212 | 0.14% | 0.18% | 87 | +1,049 | 0.69% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 139,773 | 2,925 | 0.06% | 0.06% | 88 | +17,287 | 14.11% | Q1 2026 | Apr 13, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 138,918 | 2,920 | 1.74% | 0.56% | 89 | +97,039 | 231.71% | Q1 2026 | Apr 23, 2026 |
| Marathon Mission, Inc. | History | Added to | 130,566 | 2,732 | 1.59% | 1.56% | 90 | +2,927 | 2.29% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 129,410 | 2,708 | 0.03% | 0.03% | 91 | +991 | 0.77% | Q1 2026 | Apr 28, 2026 |
| Segment Wealth Management, LLC | History | Added to | 128,455 | 2,688 | 0.16% | 0.11% | 92 | +36,820 | 40.18% | Q1 2026 | Apr 20, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 126,491 | 2,647 | 0.19% | 0.04% | 93 | +111,541 | 746.09% | Q1 2026 | May 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 121,392 | 2,540 | 0.17% | 0.14% | 94 | +12,763 | 11.75% | Q1 2026 | Apr 27, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 118,755 | 2,485 | 1.17% | 1.02% | 95 | +9,256 | 8.45% | Q1 2026 | Apr 27, 2026 |
| Stonebrook Private Inc. | History | Added to | 115,789 | 2,423 | 0.52% | 0.49% | 96 | +4,930 | 4.45% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 112,173 | 2,347 | 0.03% | 0.03% | 97 | +6,580 | 6.23% | Q1 2026 | May 05, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 111,547 | 2,334 | 0.27% | 0.27% | 98 | +203 | 0.18% | Q1 2026 | Apr 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 107,229 | 2,244 | 0.03% | 0.03% | 99 | +9,089 | 9.26% | Q1 2026 | May 01, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 105,515 | 2,208 | 0.63% | 0.54% | 100 | +20,560 | 24.2% | Q1 2026 | May 07, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 105,125 | 2,200 | 0.13% | 0.11% | 101 | +23,258 | 28.41% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 105,089 | 2,181 | 0.0% | 0.0% | 102 | +23,615 | 28.98% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 95,064 | 1,985 | 0.0% | 0.0% | 103 | +23,247 | 32.37% | Q1 2026 | Apr 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 93,851 | 1,964 | 0.03% | 0.02% | 104 | +41,898 | 80.65% | Q1 2026 | Apr 09, 2026 |
| WRAPMANAGER INC | History | Added to | 92,644 | 1,939 | 0.67% | 0.65% | 105 | +2,040 | 2.25% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 92,324 | 1,929 | 0.01% | 0.01% | 106 | +8,345 | 9.94% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 88,500 | 1,852 | 0.08% | 0.07% | 107 | +8,800 | 11.04% | Q1 2026 | Apr 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 88,094 | 1,843 | 0.12% | 0.11% | 108 | +8,408 | 10.55% | Q1 2026 | Apr 16, 2026 |
| Belpointe Asset Management LLC | History | Added to | 86,614 | 1,812 | 0.07% | 0.06% | 109 | +7,371 | 9.3% | Q1 2026 | Apr 28, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 85,609 | 1,791 | 0.05% | 0.04% | 110 | +7,261 | 9.27% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 84,211 | 1,763 | 0.0% | 0.0% | 111 | +16,261 | 23.93% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 82,792 | 1,732 | 0.06% | 0.05% | 112 | +10,734 | 14.9% | Q1 2026 | May 06, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 77,790 | 1,626 | 0.16% | 0.17% | 113 | +15,285 | 24.45% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 76,708 | 1,605 | 0.18% | 0.11% | 114 | +31,183 | 68.5% | Q1 2026 | Apr 21, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 76,605 | 1,603 | 0.08% | 0.05% | 115 | +35,582 | 86.74% | Q1 2026 | Apr 29, 2026 |
| REDW Wealth LLC | History | Reduced | 76,330 | 1,597 | 0.64% | 0.64% | 116 | -2,609 | -3.31% | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 74,995 | 1,569 | 0.05% | 0.03% | 117 | +7,349 | 10.86% | Q1 2026 | Apr 23, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 74,055 | 1,549 | 0.15% | 0.15% | 118 | +2,816 | 3.95% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 73,782 | 1,544 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 73,269 | 1,533 | 0.2% | 0.2% | 120 | +4,239 | 6.14% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 70,466 | 1,490 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 70,298 | 1,471 | 0.13% | 0.07% | 122 | +32,437 | 85.67% | Q1 2026 | May 07, 2026 |
| LifePlan Financial, LLC | History | Added to | 69,700 | 1,458 | 1.08% | 0.48% | 123 | +39,962 | 134.38% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 69,541 | 1,455 | 0.01% | — | 124 | +69,541 | New | Q1 2026 | Apr 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 67,720 | 1,417 | 0.11% | 0.1% | 125 | +6,955 | 11.45% | Q1 2026 | Apr 29, 2026 |
| 10Elms LLP | History | Added to | 66,534 | 1,392 | 0.88% | 0.43% | 126 | +44,334 | 199.7% | Q1 2026 | May 15, 2026 |
| NovaPoint Capital, LLC | History | Added to | 65,184 | 1,364 | 0.34% | 0.35% | 127 | +879 | 1.37% | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 65,329 | 1,362 | 0.15% | — | 128 | +65,329 | New | Q1 2026 | Apr 10, 2026 |
| Creative Planning | History | Added to | 64,978 | 1,359 | 0.0% | 0.0% | 129 | +18,335 | 39.31% | Q1 2026 | May 12, 2026 |
| Hills Bank & Trust Co | History | New | 64,692 | 1,354 | 0.07% | — | 130 | +64,692 | New | Q1 2026 | May 01, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 63,401 | 1,326 | 0.28% | 0.31% | 131 | -11,332 | -15.16% | Q1 2026 | Apr 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 62,632 | 1,310 | 0.05% | 0.03% | 132 | +24,003 | 62.14% | Q1 2026 | Apr 20, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 62,050 | 1,298 | 0.75% | 0.23% | 133 | +43,000 | 225.72% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | Added to | 61,420 | 1,285 | 0.29% | 0.26% | 134 | +7,430 | 13.76% | Q1 2026 | Apr 13, 2026 |
| Camelot Portfolios, LLC | History | Added to | 61,067 | 1,278 | 0.94% | 0.76% | 135 | +2,126 | 3.61% | Q1 2026 | May 08, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 60,064 | 1,257 | 0.85% | 0.87% | 136 | -2,545 | -4.06% | Q1 2026 | May 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 58,310 | 1,220 | 0.09% | 0.08% | 137 | +6,015 | 11.5% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 58,193 | 1,217 | 0.0% | 0.0% | 138 | -176,976 | -75.25% | Q1 2026 | May 12, 2026 |
| Montecito Bank & Trust | History | Added to | 57,692 | 1,207 | 0.2% | 0.16% | 139 | +10,588 | 22.48% | Q1 2026 | Apr 16, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 56,531 | 1,183 | 0.15% | 0.06% | 140 | +35,539 | 169.3% | Q1 2026 | Apr 16, 2026 |
| SPINNAKER TRUST | History | Added to | 54,863 | 1,148 | 0.06% | 0.03% | 141 | +30,189 | 122.35% | Q1 2026 | Apr 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 54,319 | 1,136 | 0.24% | 0.24% | 142 | +1,583 | 3.0% | Q1 2026 | May 05, 2026 |
| Breachway Investments LLC | History | Added to | 53,165 | 1,109 | 1.06% | 1.16% | 143 | +1,150 | 2.21% | Q1 2026 | Apr 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 49,298 | 1,031 | 0.22% | 0.21% | 144 | +1,390 | 2.9% | Q1 2026 | Apr 13, 2026 |
| Strid Group, LLC | History | New | 48,394 | 1,012 | 0.13% | — | 145 | +48,394 | New | Q1 2026 | Apr 29, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 47,354 | 991 | 0.29% | — | 146 | +47,354 | New | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 46,881 | 981 | 0.0% | 0.0% | 147 | +2,277 | 5.1% | Q1 2026 | May 14, 2026 |
| Gilbert & Cook, Inc. | History | No change | 46,743 | 978 | 0.13% | 0.12% | 148 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 45,781 | 958 | 0.01% | 0.01% | 149 | -1,466 | -3.1% | Q1 2026 | Apr 23, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 44,799 | 937 | 0.03% | 0.04% | 150 | -18,386 | -29.1% | Q1 2026 | May 13, 2026 |
| Farmers National Bank | History | No change | 44,065 | 931 | 0.21% | 0.21% | 151 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 43,544 | 911 | 0.24% | 0.27% | 152 | -7,423 | -14.56% | Q1 2026 | May 07, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 41,738 | 873 | 0.87% | 0.74% | 153 | +6,957 | 20.0% | Q1 2026 | May 07, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 40,801 | 853 | 0.22% | 0.22% | 154 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 40,421 | 846 | 0.31% | 0.3% | 155 | +1,353 | 3.46% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,963 | 836 | 0.01% | 0.01% | 156 | +5,538 | 16.09% | Q1 2026 | Apr 15, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 39,515 | 827 | 0.38% | 0.31% | 157 | +6,800 | 20.79% | Q1 2026 | Apr 22, 2026 |
| Leo Wealth, LLC | History | Reduced | 39,496 | 826 | 0.06% | 0.07% | 159 | -5,239 | -11.71% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 39,507 | 826 | 0.05% | 0.04% | 158 | +4,796 | 13.82% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 39,384 | 824 | 0.0% | 0.0% | 160 | -66,412 | -62.77% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 37,189 | 778 | 0.06% | 0.05% | 161 | +4,688 | 14.42% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | New | 36,662 | 767 | 0.0% | — | 162 | +36,662 | New | Q1 2026 | May 05, 2026 |
| Windsor Capital Management, LLC | History | New | 36,358 | 760 | 0.21% | — | 163 | +36,358 | New | Q1 2026 | Apr 10, 2026 |
| Private Advisor Group, LLC | History | No change | 36,285 | 759 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 34,080 | 715 | 0.2% | 0.17% | 165 | +4,902 | 16.8% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | New | 33,443 | 699 | 0.0% | — | 166 | +33,443 | New | Q1 2026 | May 01, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 33,186 | 694 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 33,053 | 691 | 0.0% | 0.0% | 168 | +472 | 1.45% | Q1 2026 | May 14, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 33,002 | 690 | 0.34% | 0.34% | 169 | +225 | 0.69% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,832 | 666 | 0.01% | 0.01% | 170 | +2,488 | 8.48% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 30,952 | 647 | 0.01% | 0.01% | 171 | -11,070 | -26.34% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 30,911 | 646 | 0.0% | 0.0% | 172 | +875 | 2.91% | Q1 2026 | Apr 22, 2026 |
| Composition Wealth, LLC | History | Added to | 30,784 | 644 | 0.01% | 0.01% | 174 | +2 | 0.01% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 30,495 | 644 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 30,708 | 642 | 0.12% | — | 175 | +30,708 | New | Q1 2026 | Apr 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 30,585 | 640 | 0.03% | 0.02% | 176 | +10,970 | 55.93% | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 30,401 | 636 | 0.41% | 0.4% | 177 | +29 | 0.1% | Q1 2026 | Apr 15, 2026 |
| Redwood Financial Network Corp | History | Added to | 29,756 | 622 | 0.41% | 0.29% | 178 | +8,295 | 38.65% | Q1 2026 | May 14, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 29,283 | 609 | 0.5% | 0.42% | 179 | +2,911 | 11.04% | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | New | 28,900 | 604 | 0.01% | — | 180 | +28,900 | New | Q1 2026 | Apr 13, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 26,973 | 564 | 0.5% | 0.48% | 181 | +196 | 0.73% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Partners, LLC | History | No change | 26,517 | 555 | 0.09% | 0.1% | 182 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | No change | 25,990 | 543 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 25,000 | 523 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stokes Family Office, LLC | History | No change | 24,730 | 517 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Added to | 24,643 | 515 | 0.04% | 0.03% | 186 | +5,501 | 28.74% | Q1 2026 | Apr 16, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 23,771 | 497 | 0.04% | 0.02% | 187 | +13,309 | 127.21% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 23,357 | 494 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 23,436 | 490 | 0.45% | 0.47% | 189 | +555 | 2.43% | Q1 2026 | Apr 14, 2026 |
| 4J Wealth Management LLC | History | Added to | 23,010 | 481 | 0.27% | 0.27% | 190 | +750 | 3.37% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 22,852 | 478 | 0.01% | 0.01% | 191 | +171 | 0.75% | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | No change | 22,658 | 474 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 22,187 | 464 | 0.08% | 0.07% | 193 | +1,926 | 9.51% | Q1 2026 | May 12, 2026 |
| American Money Management, LLC | History | No change | 21,001 | 439 | 0.07% | 0.07% | 194 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Great Diamond Partners, LLC | History | Added to | 20,867 | 436 | 0.08% | 0.06% | 195 | +6,410 | 44.34% | Q1 2026 | May 12, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 20,417 | 427 | 0.23% | 0.23% | 197 | +706 | 3.58% | Q1 2026 | Apr 24, 2026 |
| Clearstead Trust, LLC | History | No change | 20,420 | 427 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,232 | 423 | 0.01% | 0.01% | 198 | +151 | 0.75% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | No change | 20,000 | 418 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,587 | 408 | 0.0% | 0.0% | 200 | +1,664 | 9.28% | Q1 2026 | Apr 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 19,385 | 405 | 0.07% | 0.08% | 201 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,927 | 396 | 0.01% | 0.01% | 202 | -1,069 | -5.35% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 18,880 | 395 | 0.0% | — | 203 | +18,880 | New | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,698 | 391 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 17,684 | 370 | 0.25% | 0.2% | 206 | +3,399 | 23.79% | Q1 2026 | May 04, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 17,684 | 370 | 0.02% | 0.02% | 205 | +2,053 | 13.13% | Q1 2026 | Apr 29, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 17,650 | 369 | 0.29% | 0.2% | 207 | +4,819 | 37.56% | Q1 2026 | Apr 20, 2026 |
| CGN Advisors LLC | History | Reduced | 17,371 | 363 | 0.03% | 0.05% | 209 | -13,011 | -42.82% | Q1 2026 | Apr 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,387 | 363 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Reduced | 16,734 | 350 | 0.0% | 0.0% | 210 | -1,260 | -7.0% | Q1 2026 | Apr 16, 2026 |
| RVW Wealth, LLC | History | Reduced | 16,560 | 346 | 0.03% | 0.04% | 211 | -7,122 | -30.07% | Q1 2026 | Apr 08, 2026 |
| Madrid Wealth Management, LLC | History | No change | 16,368 | 342 | 0.26% | 0.28% | 212 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Addison Advisors LLC | History | Added to | 16,275 | 340 | 0.08% | 0.07% | 213 | +875 | 5.68% | Q1 2026 | May 08, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 16,164 | 338 | 0.01% | 0.01% | 214 | +9,004 | 125.75% | Q1 2026 | Apr 20, 2026 |
| Passive Capital Management, LLC. | History | No change | 15,719 | 328 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 15,650 | 327 | 0.14% | 2.27% | 216 | -209,127 | -93.04% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 15,497 | 324 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 15,328 | 320 | 0.01% | 0.01% | 218 | +1,255 | 8.92% | Q1 2026 | Apr 29, 2026 |
| Hyposwiss Advisors SA | History | Added to | 14,435 | 302 | 0.3% | 0.25% | 219 | +2,340 | 19.35% | Q1 2026 | Apr 30, 2026 |
| ProVise Management Group, LLC | History | New | 14,290 | 299 | 0.02% | — | 220 | +14,290 | New | Q1 2026 | May 06, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 13,894 | 290 | 0.08% | 0.08% | 221 | +1,629 | 13.28% | Q1 2026 | Apr 22, 2026 |
| FOCUSED ALPHA, LLC | History | New | 13,613 | 284 | 0.09% | — | 222 | +13,613 | New | Q1 2026 | May 12, 2026 |
| Reliant Wealth Planning | History | No change | 13,497 | 282 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | New | 13,319 | 278 | 0.01% | — | 224 | +13,319 | New | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 13,307 | 278 | 0.03% | — | 225 | +13,307 | New | Q1 2026 | Apr 30, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 12,693 | 265 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 12,381 | 259 | 0.04% | 0.04% | 227 | +473 | 3.97% | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 12,372 | 258 | 0.1% | — | 228 | +12,372 | New | Q1 2026 | Apr 22, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 12,206 | 255 | 0.04% | 0.05% | 229 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 11,815 | 247 | 0.03% | 0.03% | 230 | +90 | 0.77% | Q1 2026 | Apr 16, 2026 |
| Journey Advisory Group, LLC | History | No change | 11,800 | 246 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farnam Financial LLC | History | New | 11,665 | 244 | 0.2% | — | 232 | +11,665 | New | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | New | 11,556 | 242 | 0.0% | — | 233 | +11,556 | New | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | New | 11,516 | 241 | 0.0% | — | 235 | +11,516 | New | Q1 2026 | May 14, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 11,544 | 241 | 0.11% | 0.1% | 234 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 11,408 | 238 | 0.04% | 0.03% | 236 | +3,151 | 38.16% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,289 | 236 | 0.0% | — | 237 | +11,289 | New | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 11,183 | 234 | 0.01% | 0.01% | 238 | +80 | 0.72% | Q1 2026 | May 04, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 10,932 | 228 | 0.01% | 0.01% | 239 | +1,209 | 12.43% | Q1 2026 | May 12, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 10,804 | 226 | 0.08% | 0.09% | 240 | -1,059 | -8.93% | Q1 2026 | Apr 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 10,710 | 224 | 0.01% | — | 241 | +10,710 | New | Q1 2026 | May 07, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 10,647 | 222 | 0.09% | 0.09% | 242 | -258 | -2.37% | Q1 2026 | May 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 10,594 | 221 | 0.0% | — | 243 | +10,594 | New | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,383 | 217 | 0.0% | 0.0% | 244 | -308 | -2.88% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,186 | 213 | 0.01% | 0.01% | 245 | +411 | 4.2% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 10,000 | 209 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 9,839 | 205 | 0.01% | 0.01% | 247 | +75 | 0.77% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | New | 9,594 | 201 | 0.01% | — | 248 | +9,594 | New | Q1 2026 | Apr 14, 2026 |
| MidFirst Bank | History | Added to | 9,503 | 198 | 0.02% | 0.01% | 249 | +5,150 | 118.31% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 9,346 | 195 | 0.01% | 0.01% | 250 | +3,055 | 48.56% | Q1 2026 | Apr 28, 2026 |
| Trust Co | History | Added to | 8,211 | 171 | 0.02% | 0.02% | 251 | +31 | 0.38% | Q1 2026 | Apr 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 7,735 | 158 | 0.05% | 0.02% | 252 | +5,545 | 253.2% | Q1 2026 | May 04, 2026 |
| Acropolis Investment Management, LLC | History | New | 6,890 | 144 | 0.01% | — | 253 | +6,890 | New | Q1 2026 | Apr 09, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 5,998 | 125 | 0.12% | — | 255 | +5,998 | New | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 5,981 | 125 | 0.01% | 0.0% | 254 | +2,916 | 95.14% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,608 | 117 | 0.0% | 0.0% | 256 | +41 | 0.74% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,130 | 106 | 0.0% | 0.0% | 257 | +5,004 | 3971.43% | Q1 2026 | May 13, 2026 |
| Pioneer Family Office, LLC | History | No change | 4,741 | 99 | 0.06% | 0.07% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 83 | 0.07% | 0.06% | 259 | +1 | New | Q1 2026 | May 14, 2026 |
| CNB Bank | History | Reduced | 3,743 | 78 | 0.03% | 0.03% | 261 | -18 | -0.48% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,750 | 78 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 3,000 | 62 | 0.0% | — | 262 | +3,000 | New | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 2,772 | 58 | 0.0% | 0.0% | 263 | +1,118 | 67.59% | Q1 2026 | May 14, 2026 |
| Miller Global Investments, LLC | History | New | 2,630 | 55 | 0.05% | — | 264 | +2,630 | New | Q1 2026 | Apr 06, 2026 |
| PITTENGER & ANDERSON INC | History | New | 2,600 | 54 | 0.0% | — | 265 | +2,600 | New | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 2,442 | 51 | 0.0% | — | 266 | +2,442 | New | Q1 2026 | May 19, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 2,433 | 50 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Added to | 2,007 | 42 | 0.0% | 0.0% | 268 | +12 | 0.6% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,952 | 40 | 0.0% | — | 269 | +1,952 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,877 | 39 | 0.0% | 0.0% | 270 | -3,902 | -67.52% | Q1 2026 | May 08, 2026 |
| United Community Bank | History | New | 1,835 | 38 | 0.01% | — | 271 | +1,835 | New | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,638 | 34 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,442 | 30 | 0.01% | — | 273 | +1,442 | New | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,376 | 28 | 0.0% | — | 276 | +1,376 | New | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,367 | 28 | 0.0% | — | 275 | +1,367 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,320 | 28 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,274 | 26 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BOKF, NA | History | Reduced | 1,200 | 25 | 0.0% | 0.0% | 278 | -2,050 | -63.08% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 1,195 | 25 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 987 | 20 | 0.0% | 0.0% | 280 | -3,364 | -77.32% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | New | 950 | 19 | 0.0% | — | 282 | +950 | New | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 911 | 19 | 0.0% | 0.0% | 281 | +373 | 69.33% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 780 | 16 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 669 | 14 | 0.0% | — | 285 | +669 | New | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 717 | 14 | 0.0% | 0.0% | 284 | +6 | 0.84% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 454 | 9 | 0.0% | 0.0% | 286 | -382 | -45.69% | Q1 2026 | May 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 272 | 5 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 189 | 4 | 0.0% | 0.0% | 288 | +1 | 0.53% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | New | 186 | 3 | 0.0% | — | 289 | +186 | New | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 105 | 2 | 0.0% | — | 290 | +105 | New | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 54 | 1 | 0.0% | 0.0% | 291 | +1 | 1.89% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | No change | 62 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,195,846 | -100.0% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 1.83% | — | -161,499 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -56,938 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Partners, LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -53,940 | -100.0% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -24,225 | -100.0% | Q1 2026 | May 14, 2026 |
| Fortis Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,796 | -100.0% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,909 | -100.0% | Q1 2026 | May 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,848 | -100.0% | Q1 2026 | May 12, 2026 |