iSHARES TRUST - IBHG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 1,616,618 | 35,775 | 2.18% | 2.16% | 1 | +41,965 | 2.67% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,143,106 | 25,296 | 0.01% | 0.01% | 2 | +229,318 | 25.1% | Q1 2026 | May 06, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 962,629 | 21,302 | 6.19% | 0.35% | 3 | +949,208 | 7072.56% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 893,063 | 19,763 | 0.07% | 0.08% | 4 | -28,211 | -3.06% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 799,691 | 17,697 | 0.0% | 0.0% | 5 | -22,261 | -2.71% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | New | 400,710 | 8,867 | 0.0% | — | 6 | +400,710 | New | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 397,414 | 8,794 | 0.01% | 0.01% | 7 | +12,674 | 3.29% | Q1 2026 | May 05, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 388,086 | 8,588 | 1.36% | 1.34% | 8 | +25,424 | 7.01% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 334,890 | 7,411 | 0.0% | 0.0% | 9 | +124,380 | 59.09% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 325,363 | 7,200 | 0.0% | 0.0% | 10 | +48,721 | 17.61% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 263,300 | 5,826 | 0.01% | 0.01% | 11 | +2,772 | 1.06% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 248,889 | 5,507 | 0.0% | 0.0% | 12 | -479 | -0.19% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 222,613 | 4,926 | 0.17% | 0.12% | 13 | +9,976 | 4.69% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 217,172 | 4,806 | 0.0% | 0.0% | 14 | +24,882 | 12.94% | Q1 2026 | May 15, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 208,868 | 4,661 | 1.97% | 1.97% | 15 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ironwood Financial, llc | History | Added to | 165,529 | 3,663 | 0.64% | 0.59% | 16 | +10,984 | 7.11% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 136,304 | 3,016 | 0.05% | 0.16% | 17 | -177,356 | -56.54% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 135,973 | 3,009 | 0.04% | 0.03% | 18 | +15,165 | 12.55% | Q1 2026 | Apr 20, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 133,662 | 2,957 | 1.25% | 4.67% | 19 | -305,218 | -69.54% | Q1 2026 | May 11, 2026 |
| Straight Path Wealth Management | History | Added to | 127,576 | 2,823 | 0.75% | 0.7% | 20 | +10,827 | 9.27% | Q1 2026 | Apr 22, 2026 |
| Carr Financial Group Corp | History | Added to | 119,847 | 2,652 | 0.7% | 0.52% | 21 | +32,814 | 37.7% | Q1 2026 | May 12, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 116,882 | 2,585 | 0.71% | 0.62% | 22 | +16,878 | 16.88% | Q1 2026 | Apr 16, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 104,342 | 2,309 | 1.39% | 1.3% | 23 | -1,859 | -1.75% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 92,068 | 2,038 | 0.0% | 0.0% | 24 | -159,606 | -63.42% | Q1 2026 | May 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 89,425 | 1,978 | 0.15% | 0.14% | 25 | +6,025 | 7.22% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 83,009 | 1,837 | 0.01% | 0.01% | 26 | -10,177 | -10.92% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 77,912 | 1,724 | 0.02% | 0.03% | 27 | -3,578 | -4.39% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 74,575 | 1,650 | 0.0% | 0.0% | 28 | +7,782 | 11.65% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 73,137 | 1,618 | 0.01% | 0.02% | 29 | +1,032 | 1.43% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 70,995 | 1,571 | 0.0% | 0.0% | 30 | +17,748 | 33.33% | Q1 2026 | May 13, 2026 |
| Centennial Advisors, LLC | History | Reduced | 54,927 | 1,215 | 1.55% | 1.74% | 31 | -4,935 | -8.24% | Q1 2026 | Apr 21, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 54,580 | 1,207 | 0.34% | 0.34% | 32 | -1,709 | -3.04% | Q1 2026 | Apr 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 54,452 | 1,205 | 0.01% | 0.01% | 33 | +30,987 | 132.06% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 54,131 | 1,197 | 0.02% | 0.03% | 34 | +3,101 | 6.08% | Q1 2026 | Apr 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 49,838 | 1,102 | 0.5% | 0.22% | 35 | +31,283 | 168.6% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 49,748 | 1,100 | 0.0% | 0.0% | 36 | -13,219 | -20.99% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 45,390 | 1,004 | 0.0% | 0.0% | 37 | +6,066 | 15.43% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 44,931 | 994 | 0.01% | 0.01% | 38 | +10,507 | 30.52% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 42,725 | 945 | 0.02% | 0.01% | 39 | +10,550 | 32.79% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,429 | 938 | 0.0% | 0.0% | 40 | -34,027 | -44.51% | Q1 2026 | Apr 27, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 41,617 | 920 | 0.28% | 0.26% | 41 | +1,476 | 3.68% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 41,078 | 909 | 0.0% | 0.01% | 42 | -2,965 | -6.73% | Q1 2026 | May 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 39,772 | 880 | 0.2% | 0.2% | 43 | +1,163 | 3.01% | Q1 2026 | Apr 28, 2026 |
| COWA, LLC | History | Added to | 39,195 | 867 | 0.23% | 0.12% | 44 | +21,545 | 122.07% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 37,305 | 825 | 0.0% | 0.0% | 45 | +7,572 | 25.47% | Q1 2026 | May 01, 2026 |
| WRAPMANAGER INC | History | Added to | 37,158 | 822 | 0.29% | 0.28% | 46 | +187 | 0.51% | Q1 2026 | May 11, 2026 |
| REBALANCE, LLC | History | Reduced | 36,421 | 805 | 0.05% | 0.07% | 47 | -13,511 | -27.06% | Q1 2026 | May 11, 2026 |
| Heartland Bank & Trust Co | History | Added to | 35,631 | 788 | 0.18% | 0.32% | 48 | +2,197 | 6.57% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 34,489 | 763 | 0.0% | 0.0% | 49 | +2,302 | 7.15% | Q1 2026 | Apr 24, 2026 |
| BIP Wealth, LLC | History | New | 34,139 | 755 | 0.03% | — | 50 | +34,139 | New | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 32,666 | 722 | 0.0% | — | 51 | +32,666 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 31,797 | 703 | 0.0% | — | 52 | +31,797 | New | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 31,258 | 691 | 0.16% | 0.29% | 53 | -23,748 | -43.17% | Q1 2026 | May 14, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 31,076 | 687 | 0.17% | 0.16% | 54 | +182 | 0.59% | Q1 2026 | Apr 28, 2026 |
| Austin Private Wealth, LLC | History | No change | 30,403 | 678 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 30,000 | 663 | 0.05% | 0.01% | 56 | +20,000 | 200.0% | Q1 2026 | Apr 16, 2026 |
| Bedel Financial Consulting, Inc. | History | New | 29,827 | 660 | 0.07% | — | 57 | +29,827 | New | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,150 | 600 | 0.0% | 0.02% | 58 | -670,808 | -96.11% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | Added to | 26,802 | 593 | 0.12% | 0.1% | 59 | +6,351 | 31.05% | Q1 2026 | Apr 01, 2026 |
| High Note Wealth, LLC | History | Added to | 26,316 | 582 | 0.11% | 0.05% | 60 | +15,603 | 145.65% | Q1 2026 | May 11, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 26,269 | 581 | 0.08% | 0.08% | 61 | +968 | 3.83% | Q1 2026 | Apr 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,854 | 572 | 0.01% | 0.01% | 62 | +2,983 | 13.04% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,230 | 563 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 25,335 | 560 | 0.13% | 0.11% | 64 | +3,800 | 17.65% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,093 | 555 | 0.0% | 0.0% | 65 | +9,339 | 59.28% | Q1 2026 | May 14, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 24,762 | 552 | 0.34% | 0.34% | 66 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 24,321 | 538 | 0.21% | 0.1% | 67 | +13,331 | 121.3% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,871 | 528 | 0.0% | 0.0% | 68 | +8,178 | 52.11% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | New | 23,809 | 526 | 0.02% | — | 69 | +23,809 | New | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,631 | 522 | 0.0% | — | 70 | +23,631 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 23,555 | 521 | 0.0% | 0.0% | 71 | -20,513 | -46.55% | Q1 2026 | May 15, 2026 |
| HEADINVEST, LLC | History | Reduced | 20,700 | 458 | 0.09% | 0.16% | 72 | -15,350 | -42.58% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,412 | 452 | 0.01% | — | 73 | +20,412 | New | Q1 2026 | May 15, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 19,600 | 435 | 0.41% | 0.42% | 74 | +290 | 1.5% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,908 | 418 | 0.0% | 0.0% | 75 | +2,438 | 14.8% | Q1 2026 | May 14, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 18,627 | 412 | 0.31% | 0.27% | 76 | +1,900 | 11.36% | Q1 2026 | Apr 23, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 16,442 | 363 | 0.18% | 0.23% | 77 | -4,369 | -20.99% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 15,751 | 348 | 0.01% | 0.01% | 78 | -5,810 | -26.95% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 15,662 | 346 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 340 | 0.28% | 0.28% | 80 | +1 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,037 | 332 | 0.0% | 0.0% | 81 | +10,861 | 260.08% | Q1 2026 | Apr 30, 2026 |
| Orion Capital Management LLC | History | No change | 14,000 | 309 | 0.11% | 0.1% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,917 | 307 | 0.01% | 0.01% | 83 | -2,910 | -17.29% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 13,553 | 299 | 0.0% | 0.0% | 84 | +449 | 3.43% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | No change | 13,378 | 296 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 13,406 | 296 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TABLEAUX LLC | History | Added to | 13,278 | 293 | 0.14% | 0.14% | 87 | +4,186 | 46.04% | Q1 2026 | May 14, 2026 |
| TFR Capital, LLC. | History | Reduced | 13,066 | 289 | 0.09% | 0.1% | 88 | -668 | -4.86% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 12,442 | 275 | 0.0% | — | 89 | +12,442 | New | Q1 2026 | May 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 12,410 | 274 | 0.02% | 0.03% | 90 | -9,249 | -42.7% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 11,738 | 259 | 0.02% | — | 91 | +11,738 | New | Q1 2026 | May 06, 2026 |
| Windsor Capital Management, LLC | History | Added to | 11,050 | 244 | 0.07% | 0.07% | 92 | +150 | 1.38% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Added to | 11,007 | 243 | 0.0% | 0.0% | 93 | +77 | 0.7% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,851 | 239 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | New | 10,359 | 229 | 0.01% | — | 97 | +10,359 | New | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | No change | 10,349 | 229 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,349 | 229 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| High Falls Advisors, Inc | History | No change | 10,248 | 228 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 9,835 | 217 | 0.03% | 0.03% | 99 | +859 | 9.57% | Q1 2026 | May 12, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 9,384 | 207 | 0.19% | — | 100 | +9,384 | New | Q1 2026 | May 05, 2026 |
| KPP Advisory Services LLC | History | New | 9,340 | 206 | 0.03% | — | 101 | +9,340 | New | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | New | 9,250 | 204 | 0.0% | — | 102 | +9,250 | New | Q1 2026 | May 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,191 | 203 | 0.01% | 0.01% | 103 | +6 | 0.07% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,149 | 202 | 0.0% | 0.16% | 104 | -316,574 | -97.19% | Q1 2026 | May 01, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 9,168 | 202 | 0.08% | — | 105 | +9,168 | New | Q1 2026 | Apr 22, 2026 |
| Friedenthal Financial | History | Reduced | 7,319 | 161 | 0.08% | 0.08% | 106 | -105 | -1.41% | Q1 2026 | Apr 20, 2026 |
| Activest Wealth Management | History | New | 6,740 | 149 | 0.03% | — | 107 | +6,740 | New | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,738 | 148 | 0.01% | 0.01% | 108 | +2,293 | 51.59% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 6,057 | 135 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,057 | 134 | 0.0% | — | 110 | +6,057 | New | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,523 | 122 | 0.01% | 0.01% | 111 | -1,725 | -23.8% | Q1 2026 | Apr 06, 2026 |
| 10Elms LLP | History | No change | 5,257 | 116 | 0.07% | 0.11% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,035 | 110 | 0.0% | 0.0% | 113 | +4,741 | 1612.59% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,008 | 66 | 0.0% | 0.0% | 114 | -2,222 | -42.49% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 2,907 | 64 | 0.0% | 0.01% | 115 | -13,506 | -82.29% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | New | 2,750 | 60 | 0.0% | — | 116 | +2,750 | New | Q1 2026 | Apr 28, 2026 |
| CNB Bank | History | Reduced | 2,273 | 50 | 0.02% | 0.02% | 117 | -20 | -0.87% | Q1 2026 | May 06, 2026 |
| Hurley Capital, LLC | History | Reduced | 2,117 | 46 | 0.02% | 2.34% | 118 | -185,533 | -98.87% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | No change | 1,840 | 40 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,707 | 37 | 0.0% | — | 120 | +1,707 | New | Q1 2026 | Apr 28, 2026 |
| Napier Financial, LLC | History | New | 1,546 | 34 | 0.01% | — | 122 | +1,546 | New | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | No change | 1,580 | 34 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 1,030 | 22 | 0.0% | 0.0% | 123 | +956 | 1291.89% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 929 | 21 | 0.0% | 0.0% | 124 | +9 | 0.98% | Q1 2026 | Apr 06, 2026 |
| Blue Trust, Inc. | History | Added to | 879 | 19 | 0.0% | 0.0% | 126 | +8 | 0.92% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 888 | 19 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 801 | 18 | 0.01% | 0.01% | 127 | +6 | 0.75% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 800 | 17 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 398 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 225 | 4 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 71 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -152,907 | -100.0% | Q1 2026 | May 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -36,106 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -23,168 | -100.0% | Q1 2026 | May 12, 2026 |
| Hobbs Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -17,173 | -100.0% | Q1 2026 | May 20, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -1,614 | -100.0% | Q1 2026 | May 01, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -444 | -100.0% | Q1 2026 | Apr 13, 2026 |