iSHARES TRUST - IBHF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,045,407 | 46,942 | 0.01% | 0.01% | 1 | +168,193 | 8.96% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,664,369 | 38,197 | 0.0% | 0.0% | 2 | +16,448 | 1.0% | Q1 2026 | May 15, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 1,349,454 | 30,969 | 3.12% | 2.8% | 3 | +133,494 | 10.98% | Q1 2026 | May 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 1,123,830 | 25,791 | 1.57% | 1.57% | 4 | +17,634 | 1.59% | Q1 2026 | May 14, 2026 |
| COWA, LLC | History | Added to | 1,109,389 | 25,460 | 6.87% | 6.62% | 5 | +137,539 | 14.15% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,067,255 | 24,493 | 0.02% | 0.02% | 6 | -1,462 | -0.14% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,020,333 | 23,416 | 0.0% | 0.0% | 7 | -96,372 | -8.63% | Q1 2026 | May 11, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 938,450 | 21,659 | 9.15% | 9.15% | 8 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 911,742 | 20,924 | 10.4% | 10.34% | 9 | +93,423 | 11.42% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 840,565 | 19,290 | 0.0% | 0.0% | 10 | -1,094,783 | -56.57% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 820,788 | 18,837 | 0.07% | 0.07% | 11 | -27,844 | -3.28% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 685,559 | 15,733 | 0.07% | 0.14% | 12 | -630,973 | -47.93% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 664,523 | 15,250 | 0.0% | 0.01% | 13 | -64,845 | -8.89% | Q1 2026 | May 14, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 597,952 | 13,722 | 10.31% | 10.28% | 14 | -6,526 | -1.08% | Q1 2026 | Apr 23, 2026 |
| Hurley Capital, LLC | History | Added to | 571,769 | 13,122 | 7.03% | 6.77% | 15 | +47,282 | 9.01% | Q1 2026 | May 06, 2026 |
| Ruggaard & Associates LLC | History | No change | 524,266 | 12,100 | 4.76% | 4.76% | 16 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 476,466 | 10,934 | 0.47% | 0.46% | 17 | -1,228 | -0.26% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 428,911 | 9,862 | 2.23% | 2.37% | 18 | -12,237 | -2.77% | Q1 2026 | May 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 418,276 | 9,599 | 2.87% | 1.94% | 19 | +149,555 | 55.65% | Q1 2026 | Apr 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 418,238 | 9,598 | 0.01% | 0.01% | 20 | -2,239 | -0.53% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 398,864 | 9,153 | 0.37% | 0.3% | 21 | +29,394 | 7.96% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 389,445 | 8,937 | 0.1% | 0.1% | 22 | +9,087 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 337,972 | 7,756 | 0.04% | 0.12% | 23 | -624,767 | -64.89% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 330,591 | 7,587 | 0.16% | 0.15% | 24 | +26,711 | 8.79% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 318,533 | 7,310 | 0.06% | 0.09% | 25 | -8,039 | -2.46% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 301,530 | 6,920 | 0.02% | 0.09% | 26 | -1,104,303 | -78.55% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 284,878 | 6,537 | 0.08% | 0.08% | 27 | +13,639 | 5.03% | Q1 2026 | Apr 20, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 283,464 | 6,505 | 4.95% | 2.51% | 28 | +153,549 | 118.19% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 259,363 | 5,952 | 0.13% | 0.13% | 29 | -1,308 | -0.5% | Q1 2026 | May 14, 2026 |
| TABR Capital Management, LLC | History | Added to | 243,961 | 5,598 | 5.15% | 3.61% | 30 | +9,667 | 4.13% | Q1 2026 | Apr 27, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 226,276 | 5,193 | 1.19% | 1.38% | 31 | -35,650 | -13.61% | Q1 2026 | Apr 28, 2026 |
| Marathon Mission, Inc. | History | Added to | 223,377 | 5,126 | 2.98% | 2.9% | 32 | +6,476 | 2.99% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Reduced | 196,823 | 4,517 | 0.0% | 0.0% | 33 | -18,390 | -8.55% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Added to | 192,313 | 4,413 | 0.2% | 0.1% | 34 | +92,402 | 92.48% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 191,064 | 4,385 | 0.0% | 0.0% | 35 | -177,689 | -48.19% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Added to | 186,431 | 4,278 | 0.84% | 0.82% | 36 | +5,527 | 3.06% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 184,658 | 4,237 | 0.02% | 0.03% | 37 | -43,526 | -19.07% | Q1 2026 | May 14, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 172,807 | 3,965 | 0.8% | 0.78% | 38 | +24,585 | 16.59% | Q1 2026 | Apr 23, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 163,565 | 3,740 | 1.03% | 0.9% | 39 | +23,253 | 16.57% | Q1 2026 | Apr 16, 2026 |
| Krilogy Financial LLC | History | Reduced | 155,375 | 3,559 | 0.11% | 0.12% | 40 | -671 | -0.43% | Q1 2026 | Apr 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 150,197 | 3,447 | 0.01% | 0.01% | 41 | -24,475 | -14.01% | Q1 2026 | May 13, 2026 |
| FF Advisors,LLC | History | Reduced | 137,023 | 3,130 | 1.27% | 2.32% | 42 | -88,175 | -39.15% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 132,908 | 3,050 | 0.0% | 0.0% | 43 | +7,601 | 6.07% | Q1 2026 | May 04, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 131,464 | 3,017 | 1.28% | 4.67% | 44 | -293,240 | -69.05% | Q1 2026 | May 11, 2026 |
| Ironwood Financial, llc | History | Added to | 130,962 | 3,005 | 0.52% | 0.49% | 45 | +5,696 | 4.55% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | Added to | 126,633 | 2,906 | 0.22% | 0.2% | 46 | +72,308 | 133.1% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 120,645 | 2,768 | 0.0% | 0.0% | 47 | -101,643 | -45.73% | Q1 2026 | May 12, 2026 |
| Straight Path Wealth Management | History | Added to | 118,181 | 2,712 | 0.72% | 0.73% | 48 | +649 | 0.55% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 117,141 | 2,688 | 0.05% | 0.02% | 49 | +65,541 | 127.02% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 111,089 | 2,549 | 0.0% | 0.0% | 50 | -43,210 | -28.0% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Reduced | 108,595 | 2,492 | 0.04% | 0.06% | 51 | -51,769 | -32.28% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 102,226 | 2,346 | 0.03% | 0.01% | 52 | +69,690 | 214.19% | Q1 2026 | May 11, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 101,324 | 2,325 | 1.04% | 0.38% | 53 | +70,142 | 224.94% | Q1 2026 | Apr 28, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 100,477 | 2,305 | 1.39% | 1.29% | 54 | -1,717 | -1.68% | Q1 2026 | May 15, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 96,274 | 2,209 | 0.35% | 0.39% | 55 | -6,595 | -6.41% | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 93,505 | 2,145 | 0.11% | 0.11% | 56 | +4,126 | 4.62% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 89,463 | 2,053 | 0.0% | 0.0% | 57 | -40,774 | -31.31% | Q1 2026 | May 15, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 88,771 | 2,037 | 0.27% | 0.27% | 58 | -4,946 | -5.28% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 88,431 | 2,029 | 0.01% | 0.01% | 59 | -6,709 | -7.05% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 85,436 | 1,960 | 0.14% | 0.1% | 60 | +20,000 | 30.56% | Q1 2026 | Apr 16, 2026 |
| Brucke Financial, Inc. | History | Added to | 84,447 | 1,938 | 0.98% | 0.76% | 61 | +24,442 | 40.73% | Q1 2026 | Apr 10, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 80,538 | 1,848 | 0.82% | 0.69% | 62 | +15,903 | 24.6% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 77,234 | 1,772 | 0.2% | 0.19% | 63 | +241 | 0.31% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 77,130 | 1,770 | 0.04% | 0.03% | 64 | +25,727 | 50.05% | Q1 2026 | Apr 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 76,544 | 1,756 | 0.06% | 0.04% | 65 | +23,647 | 44.7% | Q1 2026 | Apr 20, 2026 |
| Centennial Advisors, LLC | History | Reduced | 74,404 | 1,707 | 2.17% | 2.44% | 66 | -7,051 | -8.66% | Q1 2026 | Apr 21, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 73,667 | 1,690 | 0.82% | 0.89% | 67 | -3,356 | -4.36% | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 70,840 | 1,624 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 68,881 | 1,580 | 0.0% | 0.0% | 69 | +17,220 | 33.33% | Q1 2026 | May 13, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 68,411 | 1,570 | 0.68% | 0.68% | 70 | -1,026 | -1.48% | Q1 2026 | Apr 20, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 54,502 | 1,250 | 0.02% | 0.03% | 71 | +46 | 0.08% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 53,827 | 1,228 | 0.09% | 0.09% | 72 | -160 | -0.3% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 52,707 | 1,210 | 0.0% | 0.0% | 73 | +4,304 | 8.89% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,064 | 1,194 | 0.01% | 0.01% | 74 | -31,155 | -37.44% | Q1 2026 | May 05, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 46,638 | 1,070 | 0.15% | 0.29% | 75 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TFR Capital, LLC. | History | Added to | 45,416 | 1,042 | 0.32% | 0.07% | 76 | +36,189 | 392.21% | Q1 2026 | May 04, 2026 |
| NWAM LLC | History | Reduced | 42,814 | 982 | 0.06% | 0.08% | 77 | -16,548 | -27.88% | Q1 2026 | May 04, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 41,203 | 945 | 0.37% | 0.26% | 78 | +12,778 | 44.95% | Q1 2026 | May 11, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 40,983 | 940 | 0.23% | 0.22% | 79 | +357 | 0.88% | Q1 2026 | Apr 28, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 39,438 | 905 | 0.28% | 0.25% | 80 | +3,045 | 8.37% | Q1 2026 | May 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 39,084 | 896 | 0.36% | 0.45% | 81 | -8,138 | -17.23% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 38,272 | 878 | 0.34% | — | 82 | +38,272 | New | Q1 2026 | Apr 22, 2026 |
| Carr Financial Group Corp | History | Reduced | 37,943 | 870 | 0.23% | 0.39% | 83 | -24,923 | -39.64% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 36,473 | 837 | 0.03% | 0.03% | 84 | -8 | -0.02% | Q1 2026 | Apr 28, 2026 |
| WRAPMANAGER INC | History | Added to | 35,842 | 822 | 0.29% | 0.28% | 85 | +295 | 0.83% | Q1 2026 | May 11, 2026 |
| REBALANCE, LLC | History | Reduced | 35,178 | 807 | 0.05% | 0.07% | 86 | -13,076 | -27.1% | Q1 2026 | May 11, 2026 |
| Heartland Bank & Trust Co | History | Added to | 34,659 | 795 | 0.18% | 0.29% | 87 | +4,720 | 15.77% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,455 | 790 | 0.0% | 0.0% | 88 | +8,086 | 30.66% | Q1 2026 | Apr 30, 2026 |
| Rothschild Wealth LLC | History | Added to | 31,463 | 722 | 0.07% | 0.06% | 89 | +4,764 | 17.84% | Q1 2026 | May 06, 2026 |
| 10Elms LLP | History | Added to | 30,946 | 710 | 0.45% | 0.23% | 90 | +19,931 | 180.94% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Reduced | 30,202 | 693 | 0.01% | 0.01% | 91 | -426 | -1.39% | Q1 2026 | Apr 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 30,223 | 693 | 0.04% | 0.04% | 92 | +258 | 0.86% | Q1 2026 | Apr 27, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 29,036 | 666 | 0.09% | 0.09% | 93 | +980 | 3.49% | Q1 2026 | Apr 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 28,927 | 664 | 0.01% | 0.01% | 94 | +1,724 | 6.34% | Q1 2026 | May 11, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 28,472 | 653 | 0.13% | 0.05% | 95 | +16,283 | 133.59% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 28,250 | 648 | 0.0% | 0.0% | 96 | +2,284 | 8.8% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 27,640 | 634 | 0.0% | 0.0% | 97 | +24 | 0.09% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 26,916 | 617 | 0.02% | 0.02% | 98 | -867 | -3.12% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | Added to | 25,852 | 593 | 0.12% | 0.1% | 99 | +6,083 | 30.77% | Q1 2026 | Apr 01, 2026 |
| Livet Wealth, LLC | History | Added to | 25,135 | 576 | 0.37% | 0.25% | 100 | +7,800 | 45.0% | Q1 2026 | Apr 24, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 24,722 | 567 | 0.09% | 0.11% | 101 | -1,566 | -5.96% | Q1 2026 | Apr 17, 2026 |
| Montis Financial, LLC | History | Reduced | 24,705 | 566 | 0.12% | 0.15% | 102 | -7,148 | -22.44% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | New | 23,644 | 542 | 0.04% | — | 103 | +23,644 | New | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | New | 23,252 | 533 | 0.0% | — | 104 | +23,252 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 22,801 | 523 | 0.0% | 0.0% | 105 | -109 | -0.48% | Q1 2026 | May 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 21,911 | 505 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 21,629 | 496 | 0.01% | 0.01% | 107 | -1,861 | -7.92% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | Added to | 21,387 | 490 | 0.02% | 0.03% | 108 | +52 | 0.24% | Q1 2026 | May 11, 2026 |
| Occidental Asset Management, LLC | History | Added to | 21,039 | 482 | 0.06% | 0.05% | 109 | +2,605 | 14.13% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,951 | 480 | 0.0% | 0.0% | 110 | +4,528 | 27.57% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 20,641 | 473 | 0.0% | 0.0% | 111 | +4,256 | 25.97% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,293 | 463 | 0.0% | 0.0% | 112 | +5,486 | 37.05% | Q1 2026 | Apr 07, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 20,063 | 458 | 0.43% | 0.45% | 113 | +45 | 0.22% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,953 | 434 | 0.0% | 0.0% | 114 | +1,108 | 6.21% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 18,678 | 428 | 0.02% | 0.03% | 115 | -4,339 | -18.85% | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 18,070 | 412 | 0.04% | — | 116 | +18,070 | New | Q1 2026 | Apr 10, 2026 |
| Ellis Investment Partners, LLC | History | New | 17,425 | 399 | 0.07% | — | 117 | +17,425 | New | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 17,232 | 395 | 0.01% | 0.02% | 118 | -5,617 | -24.58% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 17,037 | 391 | 0.0% | 0.0% | 119 | -3,039 | -15.14% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | No change | 17,075 | 391 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 16,663 | 382 | 0.01% | 0.01% | 121 | -884 | -5.04% | Q1 2026 | May 13, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 16,355 | 377 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Summit Asset Management, LLC | History | New | 15,896 | 364 | 0.05% | — | 123 | +15,896 | New | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 15,714 | 361 | 0.01% | 0.01% | 124 | +5,703 | 56.97% | Q1 2026 | May 15, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 15,340 | 352 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 15,027 | 344 | 0.04% | 0.04% | 126 | +64 | 0.43% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,529 | 335 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| High Falls Advisors, Inc | History | No change | 14,462 | 333 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MONECO ADVISORS, LLC | History | No change | 14,099 | 323 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Orion Capital Management LLC | History | No change | 14,000 | 321 | 0.11% | 0.11% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 13,993 | 321 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 13,740 | 315 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 13,373 | 306 | 0.01% | 0.01% | 133 | -2,961 | -18.13% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 13,248 | 304 | 0.01% | 0.02% | 134 | -12,689 | -48.92% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | New | 13,155 | 301 | 0.0% | — | 135 | +13,155 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | No change | 12,832 | 294 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 12,526 | 287 | 0.0% | 0.0% | 137 | -18,456 | -59.57% | Q1 2026 | May 12, 2026 |
| TABLEAUX LLC | History | Added to | 12,139 | 278 | 0.13% | 0.15% | 138 | +3,006 | 32.91% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 11,586 | 265 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 11,400 | 261 | 0.02% | 0.02% | 140 | -975 | -7.88% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 11,345 | 260 | 0.06% | 0.05% | 141 | +2,045 | 21.99% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,231 | 256 | 0.0% | 0.0% | 142 | +381 | 3.51% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,930 | 250 | 0.02% | 0.02% | 143 | +36 | 0.33% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,849 | 248 | 0.03% | — | 144 | +10,849 | New | Q1 2026 | May 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 10,599 | 243 | 0.02% | 0.02% | 145 | +105 | 1.0% | Q1 2026 | Apr 24, 2026 |
| PW Nova Financial Services LLC | History | New | 10,500 | 240 | 0.06% | — | 146 | +10,500 | New | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 10,377 | 238 | 0.0% | 0.0% | 147 | +1,625 | 18.57% | Q1 2026 | Apr 14, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 10,081 | 231 | 0.18% | 0.18% | 148 | -135 | -1.32% | Q1 2026 | Apr 20, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 9,952 | 228 | 0.02% | — | 149 | +9,952 | New | Q1 2026 | May 06, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 9,918 | 227 | 0.03% | 0.03% | 150 | +98 | 1.0% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,853 | 226 | 0.01% | 0.01% | 151 | +15 | 0.15% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 9,592 | 220 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| M3 Advisory Group, LLC | History | Added to | 9,374 | 215 | 0.13% | 0.13% | 153 | +13 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 9,025 | 207 | 0.02% | 0.03% | 154 | +89 | 1.0% | Q1 2026 | Apr 24, 2026 |
| OneAscent Financial Services LLC | History | New | 8,981 | 206 | 0.01% | — | 156 | +8,981 | New | Q1 2026 | Apr 21, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 206 | 0.17% | 0.17% | 155 | +1 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | New | 8,717 | 200 | 0.0% | — | 158 | +8,717 | New | Q1 2026 | May 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 8,748 | 200 | 0.02% | 0.03% | 157 | +68 | 0.78% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,684 | 199 | 0.0% | 0.0% | 159 | +231 | 2.73% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 8,414 | 193 | 0.18% | — | 160 | +8,414 | New | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 7,403 | 169 | 0.04% | 0.04% | 161 | -218 | -2.86% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 4,767 | 110 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,767 | 109 | 0.0% | — | 163 | +4,767 | New | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,665 | 107 | 0.01% | 0.01% | 164 | +400 | 9.38% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 4,049 | 92 | 0.0% | — | 165 | +4,049 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 3,639 | 83 | 0.0% | 0.0% | 166 | +106 | 3.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,955 | 67 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,906 | 66 | 0.0% | 0.0% | 168 | -2,142 | -42.43% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 2,852 | 65 | 0.0% | 0.0% | 169 | +9 | 0.32% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,440 | 55 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CNB Bank | History | Reduced | 2,233 | 51 | 0.02% | 0.02% | 171 | -18 | -0.8% | Q1 2026 | May 06, 2026 |
| Napier Financial, LLC | History | New | 1,474 | 33 | 0.01% | — | 172 | +1,474 | New | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,127 | 25 | 0.0% | 0.0% | 173 | -196 | -14.81% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 929 | 21 | 0.0% | 0.0% | 174 | +9 | 0.98% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | New | 914 | 20 | 0.0% | — | 175 | +914 | New | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 683 | 15 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 398 | 9 | 0.01% | — | 179 | +398 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 418 | 9 | 0.0% | 0.0% | 178 | +3 | 0.72% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 400 | 9 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 366 | 8 | 0.0% | — | 182 | +366 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 366 | 8 | 0.0% | 0.0% | 180 | +4 | 1.1% | Q1 2026 | May 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 384 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 341 | 7 | 0.0% | 0.0% | 183 | -1,440 | -80.85% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 327 | 7 | 0.0% | — | 184 | +327 | New | Q1 2026 | May 19, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 175 | 4 | 0.0% | 0.0% | 185 | +2 | 1.16% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 87 | 1 | 0.0% | — | 186 | +87 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -225,309 | -100.0% | Q1 2026 | May 15, 2026 |
| Windsor Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -39,761 | -100.0% | Q1 2026 | May 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -38,824 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HEADINVEST, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -31,975 | -100.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -30,230 | -100.0% | Q1 2026 | May 15, 2026 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,618 | -100.0% | Q1 2026 | May 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,758 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,747 | -100.0% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,845 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |