iSHARES TRUST - IBDY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | History | Added to | 3,106,784 | 80,310 | 1.17% | 1.17% | 1 | +176,850 | 6.04% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,261,500 | 58,459 | 0.0% | 0.0% | 2 | +269,846 | 13.55% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 2,038,645 | 52,698 | 0.67% | 0.75% | 3 | +86,500 | 4.43% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,940,344 | 50,157 | 2.82% | 2.67% | 4 | +37,912 | 1.99% | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,933,176 | 49,972 | 0.0% | 0.0% | 5 | +144,791 | 8.1% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,385,129 | 35,805 | 1.89% | 1.71% | 6 | +98,555 | 7.66% | Q1 2026 | Apr 29, 2026 |
| SUMMITRY LLC | History | Added to | 1,033,587 | 26,718 | 1.17% | 1.11% | 7 | +10,949 | 1.07% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 937,221 | 24,227 | 2.38% | 2.05% | 8 | +119,921 | 14.67% | Q1 2026 | Apr 30, 2026 |
| Envision Financial Planning, LLC | History | Added to | 838,607 | 21,678 | 7.84% | 7.79% | 9 | +49,816 | 6.32% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 804,020 | 20,783 | 0.03% | 0.02% | 10 | +37,182 | 4.85% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 668,866 | 17,287 | 0.0% | 0.0% | 11 | +75,198 | 12.67% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 645,507 | 16,686 | 0.0% | 0.0% | 12 | -91,330 | -12.39% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 623,050 | 16,105 | 0.02% | 0.02% | 13 | +83,877 | 15.56% | Q1 2026 | May 05, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 589,794 | 15,246 | 1.53% | 1.45% | 14 | +33,899 | 6.1% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 556,383 | 14,382 | 0.0% | 0.0% | 15 | +73,302 | 15.17% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 534,158 | 13,807 | 0.0% | 0.0% | 16 | +34,709 | 6.95% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 508,731 | 13,150 | 0.02% | 0.02% | 17 | +7,020 | 1.4% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 490,228 | 12,672 | 5.29% | 5.31% | 18 | +7,940 | 1.65% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 423,185 | 10,939 | 0.02% | 0.01% | 19 | +34,419 | 8.85% | Q1 2026 | Apr 27, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 416,784 | 10,773 | 6.62% | 6.55% | 20 | +2,768 | 0.67% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 388,257 | 10,036 | 0.02% | 0.02% | 21 | +29,179 | 8.13% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 362,791 | 9,378 | 0.0% | 0.0% | 22 | +258,924 | 249.28% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 333,588 | 8,623 | 0.0% | — | 23 | +333,588 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 332,981 | 8,607 | 0.03% | 0.03% | 24 | +62,386 | 23.06% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 296,460 | 7,663 | 0.01% | 0.01% | 25 | +8,204 | 2.85% | Q1 2026 | May 13, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 278,279 | 7,193 | 1.7% | 1.61% | 26 | +13,318 | 5.03% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 275,594 | 7,124 | 0.0% | — | 27 | +275,594 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 271,146 | 7,009 | 0.0% | 0.0% | 28 | +24,515 | 9.94% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 234,103 | 6,051 | 0.02% | 0.02% | 29 | +5,745 | 2.52% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 226,296 | 5,849 | 0.1% | 0.1% | 30 | +20,423 | 9.92% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 213,017 | 5,506 | 0.1% | 0.1% | 31 | +2,184 | 1.04% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Added to | 207,771 | 5,388 | 0.17% | 0.18% | 32 | +5,661 | 2.8% | Q1 2026 | Apr 17, 2026 |
| Probity Advisors, Inc. | History | Added to | 189,326 | 4,894 | 0.78% | 0.59% | 33 | +49,306 | 35.21% | Q1 2026 | Apr 28, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 181,445 | 4,690 | 0.34% | 0.33% | 34 | +7,800 | 4.49% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 178,596 | 4,616 | 0.05% | 0.05% | 35 | +7,503 | 4.39% | Q1 2026 | May 12, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 175,675 | 4,541 | 2.25% | 2.27% | 36 | +424 | 0.24% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 149,627 | 3,867 | 0.07% | 0.08% | 37 | -10,650 | -6.64% | Q1 2026 | May 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 137,551 | 3,555 | 0.4% | 0.4% | 38 | -3,799 | -2.69% | Q1 2026 | Apr 24, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 135,299 | 3,497 | 1.41% | 1.37% | 39 | +1,928 | 1.45% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 134,074 | 3,465 | 0.0% | 0.0% | 40 | +61,617 | 85.04% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 129,668 | 3,351 | 0.12% | — | 41 | +129,668 | New | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 128,541 | 3,322 | 0.66% | 0.67% | 42 | +6,523 | 5.35% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Reduced | 128,222 | 3,314 | 0.01% | 0.01% | 43 | -9,535 | -6.92% | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 118,919 | 3,072 | 1.03% | 0.51% | 44 | +59,168 | 99.02% | Q1 2026 | Apr 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 113,858 | 2,943 | 0.0% | 0.0% | 45 | +25,375 | 28.68% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 105,779 | 2,734 | 0.03% | 0.03% | 46 | +921 | 0.88% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Group | History | Added to | 105,106 | 2,716 | 1.03% | 1.12% | 47 | +248 | 0.24% | Q1 2026 | Apr 01, 2026 |
| Marathon Mission, Inc. | History | Added to | 101,044 | 2,611 | 1.52% | 1.49% | 48 | +2,603 | 2.64% | Q1 2026 | Apr 17, 2026 |
| Seneca House Advisors | History | Reduced | 94,840 | 2,451 | 0.97% | 0.97% | 49 | -3,924 | -3.97% | Q1 2026 | May 01, 2026 |
| Stonebrook Private Inc. | History | Added to | 93,038 | 2,405 | 0.51% | 0.49% | 50 | +3,976 | 4.46% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 89,743 | 2,318 | 0.0% | 0.0% | 51 | +22,197 | 32.86% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 89,444 | 2,312 | 0.0% | — | 52 | +89,444 | New | Q1 2026 | May 15, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 89,418 | 2,311 | 0.31% | 0.31% | 53 | +2,507 | 2.88% | Q1 2026 | Apr 21, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 89,149 | 2,304 | 0.09% | 0.01% | 54 | +76,439 | 601.41% | Q1 2026 | Apr 14, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 77,210 | 1,995 | 0.23% | 0.24% | 56 | -1,419 | -1.8% | Q1 2026 | Apr 15, 2026 |
| MCF Advisors LLC | History | Added to | 77,210 | 1,995 | 0.09% | 0.11% | 55 | +511 | 0.67% | Q1 2026 | May 11, 2026 |
| Segment Wealth Management, LLC | History | Added to | 70,065 | 1,811 | 0.11% | 0.07% | 57 | +22,030 | 45.86% | Q1 2026 | Apr 20, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 67,913 | 1,755 | 0.05% | 0.04% | 58 | +10,813 | 18.94% | Q1 2026 | May 01, 2026 |
| COWA, LLC | History | Added to | 66,790 | 1,726 | 0.47% | 0.25% | 59 | +33,175 | 98.69% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 62,577 | 1,617 | 0.05% | 0.04% | 60 | +2,850 | 4.77% | Q1 2026 | Apr 23, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 66,187 | 1,614 | 0.11% | — | 61 | +66,187 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 61,919 | 1,598 | 0.01% | 0.01% | 62 | +9,138 | 17.31% | Q1 2026 | May 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 61,517 | 1,590 | 0.96% | 0.91% | 63 | +3,286 | 5.64% | Q1 2026 | Apr 22, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 58,803 | 1,520 | 0.1% | 0.08% | 64 | +8,153 | 16.1% | Q1 2026 | Apr 27, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 53,396 | 1,380 | 0.18% | 0.02% | 65 | +48,610 | 1015.67% | Q1 2026 | Apr 16, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 50,805 | 1,312 | 0.01% | 0.02% | 67 | -2,945 | -5.48% | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 50,761 | 1,312 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NovaPoint Capital, LLC | History | New | 48,982 | 1,266 | 0.32% | — | 68 | +48,982 | New | Q1 2026 | May 06, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 46,958 | 1,213 | 0.82% | 0.76% | 69 | +2,671 | 6.03% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 43,082 | 1,113 | 0.0% | 0.0% | 70 | +187 | 0.44% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 39,652 | 1,025 | 0.02% | 0.02% | 71 | +1,551 | 4.07% | Q1 2026 | Apr 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 39,192 | 1,013 | 0.0% | 0.0% | 72 | -10,435 | -21.03% | Q1 2026 | May 13, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 38,157 | 986 | 0.25% | 0.27% | 73 | -3,159 | -7.65% | Q1 2026 | May 07, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 38,018 | 982 | 0.13% | 0.12% | 74 | +1,376 | 3.76% | Q1 2026 | May 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 37,215 | 962 | 0.07% | 0.01% | 75 | +29,526 | 384.0% | Q1 2026 | May 06, 2026 |
| Reliant Wealth Planning | History | No change | 37,010 | 956 | 0.29% | 0.3% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 33,487 | 865 | 0.01% | 0.01% | 77 | +9,059 | 37.08% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 32,984 | 852 | 0.03% | 0.01% | 78 | +15,901 | 93.08% | Q1 2026 | May 07, 2026 |
| Montecito Bank & Trust | History | Added to | 31,980 | 826 | 0.14% | 0.11% | 79 | +6,382 | 24.93% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,707 | 819 | 0.0% | 0.0% | 80 | +16,145 | 103.75% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 31,257 | 807 | 0.18% | 0.18% | 81 | +300 | 0.97% | Q1 2026 | May 08, 2026 |
| Glenview Trust Co | History | Added to | 31,104 | 804 | 0.01% | 0.01% | 82 | +13,000 | 71.81% | Q1 2026 | May 08, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 31,241 | 803 | 0.66% | 0.57% | 83 | +2,250 | 7.76% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 29,648 | 766 | 0.02% | 0.02% | 84 | +1,058 | 3.7% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | Added to | 29,142 | 753 | 0.08% | 0.06% | 85 | +9,480 | 48.21% | Q1 2026 | Apr 29, 2026 |
| Jacobi Capital Management LLC | History | Added to | 28,763 | 743 | 0.04% | 0.04% | 86 | +3,859 | 15.5% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 28,806 | 740 | 0.0% | — | 87 | +28,806 | New | Q1 2026 | May 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 28,473 | 736 | 0.0% | 0.0% | 88 | +203 | 0.72% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 27,813 | 718 | 0.0% | 0.01% | 89 | -2,481 | -8.19% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | No change | 27,250 | 704 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 23,740 | 613 | 0.11% | 0.11% | 91 | +975 | 4.28% | Q1 2026 | May 04, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 22,816 | 589 | 0.06% | 0.05% | 92 | +5,804 | 34.12% | Q1 2026 | May 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 22,684 | 586 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 10Elms LLP | History | Added to | 22,390 | 578 | 0.36% | 0.14% | 94 | +16,490 | 279.49% | Q1 2026 | May 15, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 22,023 | 569 | 0.5% | 0.49% | 95 | -93 | -0.42% | Q1 2026 | Apr 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 21,962 | 567 | 0.01% | 0.01% | 96 | +5,055 | 29.9% | Q1 2026 | May 01, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 21,370 | 552 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 19,792 | 509 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,453 | 502 | 0.01% | 0.01% | 99 | +1,667 | 9.37% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,898 | 436 | 0.01% | 0.01% | 100 | +266 | 1.6% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 16,809 | 434 | 0.0% | — | 101 | +16,809 | New | Q1 2026 | May 12, 2026 |
| Ironwood Financial, llc | History | Added to | 16,707 | 431 | 0.08% | 0.04% | 102 | +8,463 | 102.66% | Q1 2026 | Apr 16, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 16,333 | 422 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Farnam Financial LLC | History | No change | 15,810 | 408 | 0.34% | 0.31% | 104 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Redwood Financial Network Corp | History | New | 14,959 | 386 | 0.25% | — | 105 | +14,959 | New | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 14,145 | 365 | 0.01% | 0.01% | 106 | -283 | -1.96% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,598 | 351 | 0.0% | 0.0% | 107 | +659 | 5.09% | Q1 2026 | Apr 24, 2026 |
| XML Financial, LLC | History | Added to | 13,291 | 343 | 0.03% | 0.03% | 108 | +1,525 | 12.96% | Q1 2026 | Apr 16, 2026 |
| ROMANO BROTHERS AND COMPANY | History | New | 12,694 | 328 | 0.04% | — | 109 | +12,694 | New | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 12,235 | 316 | 0.01% | — | 110 | +12,235 | New | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,050 | 311 | 0.0% | 0.0% | 111 | -1,567 | -11.51% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 11,615 | 300 | 0.0% | — | 113 | +11,615 | New | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 11,616 | 300 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | New | 11,521 | 297 | 0.01% | — | 114 | +11,521 | New | Q1 2026 | Apr 28, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 11,234 | 290 | 0.02% | — | 116 | +11,234 | New | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 11,248 | 290 | 0.01% | 0.01% | 115 | +88 | 0.79% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 10,487 | 271 | 0.01% | 0.0% | 117 | +4,813 | 84.83% | Q1 2026 | Apr 17, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 10,387 | 268 | 0.08% | 0.09% | 118 | -1,000 | -8.78% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | New | 10,258 | 265 | 0.0% | — | 119 | +10,258 | New | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | New | 10,083 | 260 | 0.01% | — | 120 | +10,083 | New | Q1 2026 | Apr 23, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 10,031 | 259 | 0.16% | 0.17% | 121 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rossmore Private Capital | History | Reduced | 9,815 | 253 | 0.02% | 0.03% | 122 | -2,043 | -17.23% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,766 | 252 | 0.01% | 0.01% | 123 | +42 | 0.43% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,708 | 250 | 0.01% | 0.01% | 124 | +20 | 0.21% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,497 | 243 | 0.0% | 0.0% | 125 | +2,135 | 29.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | New | 9,319 | 241 | 0.0% | — | 127 | +9,319 | New | Q1 2026 | May 06, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 9,330 | 241 | 0.01% | 0.01% | 126 | +1,695 | 22.2% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,262 | 239 | 0.0% | 0.0% | 128 | +247 | 2.74% | Q1 2026 | Apr 30, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 9,210 | 238 | 0.01% | 0.01% | 129 | +1,327 | 16.83% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | New | 8,787 | 227 | 0.0% | — | 131 | +8,787 | New | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,795 | 227 | 0.0% | 0.0% | 130 | +356 | 4.22% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,737 | 225 | 0.0% | 0.0% | 132 | +3,688 | 73.04% | Q1 2026 | May 07, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 8,140 | 210 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hendershot Investments Inc. | History | No change | 7,953 | 205 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 7,364 | 192 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,614 | 118 | 0.01% | 0.01% | 136 | +22 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Jupiter Wealth Management LLC | History | No change | 4,600 | 118 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 4,312 | 111 | 0.0% | — | 138 | +4,312 | New | Q1 2026 | May 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 3,216 | 83 | 0.08% | — | 139 | +3,216 | New | Q1 2026 | May 05, 2026 |
| Hyposwiss Advisors SA | History | No change | 3,190 | 82 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,040 | 78 | 0.0% | 0.0% | 141 | +2,468 | 431.47% | Q1 2026 | Apr 28, 2026 |
| CNB Bank | History | Reduced | 3,027 | 78 | 0.03% | 0.03% | 142 | -15 | -0.49% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | No change | 2,151 | 55 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 1,936 | 50 | 0.0% | 0.0% | 144 | +8 | 0.41% | Q1 2026 | Apr 13, 2026 |
| United Community Bank | History | New | 1,485 | 38 | 0.01% | — | 145 | +1,485 | New | Q1 2026 | Apr 24, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,170 | 30 | 0.01% | — | 146 | +1,170 | New | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,137 | 29 | 0.0% | — | 148 | +1,137 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 1,150 | 29 | 0.0% | 0.0% | 147 | -143 | -11.06% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 25 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 911 | 23 | 0.0% | — | 150 | +911 | New | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 880 | 22 | 0.0% | — | 151 | +880 | New | Q1 2026 | May 08, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 839 | 21 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 800 | 20 | 0.0% | — | 153 | +800 | New | Q1 2026 | Apr 07, 2026 |
| Bank of New Hampshire | History | Added to | 600 | 15 | 0.0% | 0.0% | 154 | +200 | 50.0% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | No change | 564 | 14 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 430 | 11 | 0.0% | 0.0% | 156 | +3 | 0.7% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | New | 424 | 10 | 0.0% | — | 157 | +424 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 315 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 154 | 4 | 0.0% | 0.0% | 159 | +2 | 1.32% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | New | 120 | 3 | 0.0% | — | 160 | +120 | New | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 5.3% | — | -463,084 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -67,343 | -100.0% | Q1 2026 | May 15, 2026 |
| Keeler Thomas Management LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -41,164 | -100.0% | Q1 2026 | May 11, 2026 |
| Walleye Partners, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -27,970 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,019 | -100.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,776 | -100.0% | Q1 2026 | May 14, 2026 |
| Frisch Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -16,290 | -100.0% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,071 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |