iShares Bitcoin Trust ETF - IBIT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 95,371,712 | 3,664,181 | 0.47% | 0.69% | 1 | +3,301,632 | 3.59% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 67,218,988 | 2,582,553 | 0.29% | 0.37% | 2 | +2,898,379 | 4.51% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 41,113,251 | 1,579,571 | 0.18% | 0.25% | 3 | +540,107 | 1.33% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,806,480 | 1,414,104 | 0.23% | 0.4% | 4 | -16,701,852 | -31.21% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 24,304,788 | 933,789 | 8.26% | 10.09% | 5 | +5,697,230 | 30.62% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 21,794,218 | 837,333 | 0.35% | 0.77% | 6 | -15,156,106 | -41.02% | Q1 2026 | May 15, 2026 |
| Avenir Tech Ltd | History | Reduced | 18,276,100 | 702,167 | 88.94% | 83.36% | 7 | -11,223 | -0.06% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 17,263,778 | 663,274 | 0.04% | 0.04% | 8 | +3,823,119 | 28.44% | Q1 2026 | May 15, 2026 |
| Mubadala Investment Co PJSC | History | Added to | 14,721,917 | 565,616 | 2.76% | 3.61% | 9 | +2,019,594 | 15.9% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 14,237,104 | 546,989 | 0.01% | 0.01% | 10 | +1,237,968 | 9.52% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 13,455,020 | 516,941 | 0.12% | 0.15% | 11 | +584,984 | 4.55% | Q1 2026 | May 14, 2026 |
| Al Warda Investments RSC Ltd | History | No change | 8,218,712 | 408,059 | 100.0% | 100.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 9,338,200 | 396,966 | 1.03% | 0.48% | 13 | +4,417,443 | 89.77% | Q1 2026 | May 15, 2026 |
| Galaxy Group Investments LLC | History | No change | 7,690,206 | 381,818 | 45.29% | 45.29% | 14 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| NATIONAL MUTUAL FUNDS MANAGEMENT LTD | History | Added to | 8,760 | 336,559 | 100.0% | 100.0% | 15 | +3,725 | 73.98% | Q1 2026 | May 14, 2026 |
| Belvedere Trading LLC | History | Added to | 8,405,874 | 322,953 | 0.38% | 0.36% | 16 | +1,721,642 | 25.76% | Q1 2026 | May 12, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | History | New | 8,218,712 | 315,762 | 32.39% | — | 17 | +8,218,712 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,302,691 | 312,845 | 0.02% | 0.01% | 18 | +5,275,077 | 174.23% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Reduced | 7,756,672 | 298,011 | 1.88% | 4.56% | 19 | -6,841,098 | -46.86% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,559,160 | 290,422 | 0.05% | 0.06% | 20 | +479,898 | 6.78% | Q1 2026 | May 11, 2026 |
| Galaxy Digital Inc. | History | New | 7,514,076 | 288,690 | 24.99% | — | 21 | +7,514,076 | New | Q1 2026 | May 14, 2026 |
| Laurore Ltd | History | Reduced | 6,846,279 | 263,034 | 100.0% | 100.0% | 22 | -1,940,000 | -22.08% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | Added to | 6,718,493 | 258,124 | 0.57% | 0.61% | 23 | +174,893 | 2.67% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 6,260,451 | 240,526 | 0.14% | 0.13% | 24 | +1,561,154 | 33.22% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 5,680,862 | 218,258 | 0.75% | 0.94% | 25 | -70,773 | -1.23% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 4,440,676 | 170,610 | 0.2% | 0.02% | 26 | +4,015,713 | 944.96% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 4,332,641 | 166,460 | 0.06% | 0.03% | 27 | +2,624,274 | 153.61% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Added to | 4,317,555 | 165,880 | 0.69% | 0.19% | 28 | +3,057,915 | 242.76% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 4,145,400 | 159,266 | 1.13% | 1.71% | 29 | -384,700 | -8.49% | Q1 2026 | Apr 14, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 4,138,518 | 159,001 | 0.95% | 1.11% | 30 | -987,625 | -19.27% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 4,055,618 | 155,816 | 0.33% | 0.47% | 31 | +104,504 | 2.64% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 3,570,000 | 137,159 | 0.24% | 0.34% | 32 | +120,100 | 3.48% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 3,490,675 | 134,111 | 0.68% | 0.62% | 33 | +1,340,068 | 62.31% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 3,258,103 | 125,176 | 0.21% | 0.23% | 34 | +32,725 | 1.01% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 3,254,662 | 125,044 | 3.02% | 4.41% | 35 | -454,893 | -12.26% | Q1 2026 | May 15, 2026 |
| HRTG GPE, LLC | History | Added to | 3,250,731 | 124,893 | 15.99% | 14.36% | 36 | +980,404 | 43.18% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,227,395 | 123,996 | 0.03% | 0.04% | 37 | +248,070 | 8.33% | Q1 2026 | May 06, 2026 |
| Intesa Sanpaolo S.p.A. | History | Added to | 3,143,309 | 120,765 | 7.14% | 1.34% | 38 | +2,672,900 | 568.21% | Q1 2026 | May 15, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 3,129,352 | 120,229 | 34.76% | 6.22% | 39 | +982,816 | 45.79% | Q1 2026 | May 05, 2026 |
| HARVARD MANAGEMENT CO INC | History | Reduced | 3,044,612 | 116,973 | 6.44% | 12.78% | 40 | -2,309,000 | -43.13% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 2,580,611 | 99,147 | 0.64% | 0.9% | 41 | -2,017,948 | -43.88% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 2,353,578 | 90,424 | 0.64% | 1.8% | 42 | -5,822,011 | -71.21% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 3,449 | 89,760 | 1.42% | 1.34% | 43 | -245 | -6.63% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 2,302,083 | 88,446 | 0.16% | 0.2% | 44 | +83,060 | 3.74% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Reduced | 2,280,228 | 87,606 | 1.48% | 5.42% | 45 | -5,521,755 | -70.77% | Q1 2026 | May 15, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 2,243,827 | 86,207 | 5.31% | 6.6% | 46 | +16,447 | 0.74% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 2,142,185 | 82,302 | 7.51% | 9.19% | 47 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 2,032,648 | 78,094 | 4.63% | 5.82% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,978,093 | 75,998 | 0.1% | 0.12% | 49 | +120,227 | 6.47% | Q1 2026 | May 15, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | No change | 1,787,571 | 68,678 | 15.88% | 18.49% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Added to | 1,777,144 | 68,277 | 0.16% | 0.13% | 51 | +420,482 | 30.99% | Q1 2026 | May 13, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 1,744,300 | 68,127 | 27.74% | 12.29% | 52 | +1,226,000 | 236.54% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,759,265 | 67,593 | 0.1% | 0.08% | 53 | +604,588 | 52.36% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,602,000 | 61,548 | 0.08% | 0.09% | 54 | -63,200 | -3.8% | Q1 2026 | May 15, 2026 |
| WHITEBOX ADVISORS LLC | History | Reduced | 1,500,000 | 57,630 | 0.71% | 2.11% | 55 | -1,500,000 | -50.0% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 1,480,500 | 56,880 | 0.58% | 1.36% | 56 | -1,996,100 | -57.42% | Q1 2026 | May 15, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 1,475,000 | 56,840 | 0.87% | 1.31% | 57 | -120,000 | -7.52% | Q1 2026 | Apr 27, 2026 |
| ParaFi Capital LP | History | Reduced | 1,461,145 | 56,137 | 12.15% | 20.44% | 58 | -13,901 | -0.94% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,460,531 | 56,113 | 0.12% | 0.12% | 59 | +344,030 | 30.81% | Q1 2026 | May 05, 2026 |
| Copperwood Asset Management LP | History | Reduced | 1,415,467 | 54,382 | 100.0% | 100.0% | 60 | -263,000 | -15.67% | Q1 2026 | May 15, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 1,384,800 | 53,204 | 1.26% | 1.18% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,336,247 | 50,988 | 0.22% | 0.21% | 62 | +349,542 | 35.43% | Q1 2026 | May 15, 2026 |
| Fortress Investment Group LLC | History | No change | 1,325,000 | 50,906 | 12.93% | 15.43% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,324,984 | 50,905 | 0.05% | 0.05% | 64 | +466,906 | 54.41% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 1,296,500 | 49,811 | 0.05% | 0.06% | 65 | +262,087 | 25.34% | Q1 2026 | May 13, 2026 |
| DeepCurrents Investment Group LLC | History | Added to | 12,500 | 48,025 | 1.54% | 1.42% | 66 | +3,800 | 43.68% | Q1 2026 | May 15, 2026 |
| Mint Tower Capital Management B.V. | History | Added to | 1,205,900 | 46,331 | 4.15% | 1.44% | 67 | +954,500 | 379.67% | Q1 2026 | May 04, 2026 |
| Alpine Fox Capital LLC | History | Added to | 1,172,200 | 45,035 | 29.25% | 21.69% | 68 | +344,700 | 41.66% | Q1 2026 | May 14, 2026 |
| Ovata Capital Management Ltd | History | No change | 1,142,805 | 43,936 | 6.14% | 6.87% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 1,140,586 | 43,821 | 0.08% | 0.11% | 70 | -54,403 | -4.55% | Q1 2026 | May 14, 2026 |
| Patient Capital Management, LLC | History | New | 1,100,000 | 42,262 | 1.55% | — | 71 | +1,100,000 | New | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,047,548 | 40,246 | 0.04% | 0.01% | 72 | +902,736 | 623.38% | Q1 2026 | May 15, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 991,429 | 38,090 | 0.63% | 0.74% | 73 | +131,963 | 15.35% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 977,599 | 37,559 | 0.08% | 0.07% | 74 | +191,433 | 24.35% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 972,590 | 37,366 | 0.0% | 0.0% | 75 | +253,582 | 35.27% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 960,370 | 36,897 | 0.27% | — | 76 | +960,370 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 951,784 | 36,558 | 0.04% | 0.05% | 77 | +23,793 | 2.56% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Reduced | 892,298 | 34,282 | 0.42% | 0.49% | 78 | -3,638 | -0.41% | Q1 2026 | May 07, 2026 |
| Cavalier Investments, LLC | History | Added to | 866,190 | 33,279 | 0.9% | 0.74% | 79 | +578,000 | 200.56% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 793,343 | 30,480 | 0.33% | 0.54% | 80 | -3,520 | -0.44% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 775,848 | 29,808 | 0.08% | 0.1% | 81 | +50,704 | 6.99% | Q1 2026 | Apr 30, 2026 |
| Rising Stella Capital Pte. Ltd | History | Added to | 775,735 | 29,803 | 13.95% | 9.1% | 82 | +386,590 | 99.34% | Q1 2026 | Apr 27, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Added to | 750,000 | 28,815 | 0.61% | 0.42% | 83 | +379,200 | 102.27% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 747,671 | 28,725 | 0.0% | 0.0% | 84 | +199,057 | 36.28% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 741,179 | 28,476 | 0.01% | 0.01% | 85 | +211,128 | 39.83% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 797,729 | 28,470 | 0.04% | 0.04% | 86 | +92,338 | 13.09% | Q1 2026 | May 15, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Added to | 711,376 | 27,331 | 10.52% | 10.01% | 87 | +183,624 | 34.79% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 694,028 | 26,664 | 0.33% | 0.35% | 88 | +149,869 | 27.54% | Q1 2026 | May 11, 2026 |
| ALLEN OPERATIONS LLC | History | No change | 670,200 | 25,749 | 3.84% | 4.16% | 89 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WINTON GROUP Ltd | History | Reduced | 661,277 | 25,406 | 0.89% | 2.75% | 90 | -942,376 | -58.76% | Q1 2026 | May 12, 2026 |
| Garda Capital Partners LP | History | New | 661,085 | 25,398 | 6.6% | — | 91 | +661,085 | New | Q1 2026 | May 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 658,879 | 25,314 | 3.47% | 4.36% | 92 | +64,518 | 10.86% | Q1 2026 | Apr 24, 2026 |
| CANTOR FITZGERALD, L. P. | History | Reduced | 657,759 | 25,271 | 0.37% | 1.22% | 93 | -966,319 | -59.5% | Q1 2026 | May 15, 2026 |
| Verde Servicos Internacionais S.A. | History | Reduced | 655,774 | 25,195 | 7.72% | 21.13% | 94 | -671,392 | -50.59% | Q1 2026 | Apr 17, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Added to | 643,725 | 24,731 | 1.28% | 0.02% | 95 | +636,900 | 9331.87% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 630,889 | 24,238 | 0.07% | 0.07% | 96 | +45,771 | 7.82% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Added to | 630,574 | 24,226 | 1.97% | 1.17% | 97 | +322,757 | 104.85% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 621,117 | 23,863 | 0.03% | 0.04% | 98 | -69,091 | -10.01% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Reduced | 620,000 | 23,820 | 0.33% | 6.94% | 99 | -4,667,959 | -88.28% | Q1 2026 | May 13, 2026 |
| Banco BTG Pactual S.A. | History | Added to | 617,047 | 23,706 | 2.07% | 0.26% | 100 | +586,744 | 1936.26% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 616,819 | 23,698 | 0.03% | 0.04% | 101 | +2,519 | 0.41% | Q1 2026 | Apr 27, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Reduced | 592,761 | 22,773 | 3.39% | 4.41% | 102 | -28,043 | -4.52% | Q1 2026 | May 07, 2026 |
| Parkwood LLC | History | Added to | 589,000 | 22,629 | 2.01% | 1.51% | 103 | +195,000 | 49.49% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Added to | 586,760 | 22,543 | 0.3% | 0.08% | 104 | +502,251 | 594.32% | Q1 2026 | May 15, 2026 |
| PPSC Investment Service Corp | History | Added to | 566,000 | 21,745 | 1.72% | 1.75% | 105 | +94,000 | 19.92% | Q1 2026 | Apr 23, 2026 |
| Oxler Private Wealth LLC | History | Added to | 555,190 | 21,330 | 6.68% | 7.96% | 106 | +1,736 | 0.31% | Q1 2026 | Apr 28, 2026 |
| Symmetry Investments LP | History | Reduced | 550,000 | 21,131 | 2.31% | 8.53% | 107 | -1,432,097 | -72.25% | Q1 2026 | May 15, 2026 |
| Marcho Partners LLP | History | Added to | 534,900 | 20,550 | 16.6% | 11.74% | 108 | +145,350 | 37.31% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 514,207 | 19,755 | 0.01% | 0.02% | 109 | +62,618 | 13.87% | Q1 2026 | May 12, 2026 |
| Two Seas Capital LP | History | Reduced | 500,000 | 19,210 | 0.27% | 1.25% | 110 | -718,000 | -58.95% | Q1 2026 | May 15, 2026 |
| Ardmore Road Asset Management LP | History | Added to | 500,000 | 19,210 | 1.26% | 1.05% | 111 | +220,781 | 79.07% | Q1 2026 | May 15, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | New | 480,990 | 18,479 | 1.42% | — | 112 | +480,990 | New | Q1 2026 | May 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 453,090 | 17,407 | 1.83% | 2.34% | 113 | -500 | -0.11% | Q1 2026 | May 07, 2026 |
| Encompass More Asset Management | History | Added to | 429,578 | 16,504 | 2.77% | 3.55% | 114 | +41,603 | 10.72% | Q1 2026 | Apr 28, 2026 |
| AlTi Global, Inc. | History | Added to | 407,581 | 16,036 | 0.35% | 0.46% | 115 | +11,826 | 2.99% | Q1 2026 | May 07, 2026 |
| GM Advisory Group, LLC | History | Added to | 417,001 | 16,021 | 0.62% | 0.8% | 116 | +4,036 | 0.98% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 413,653 | 15,892 | 0.02% | 0.03% | 117 | +28,109 | 7.29% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 404,067 | 15,524 | 0.04% | 0.05% | 118 | +1,784 | 0.44% | Q1 2026 | May 14, 2026 |
| SCOGGIN MANAGEMENT LP | History | Added to | 400,000 | 15,368 | 1.48% | 2.28% | 119 | +100,000 | 33.33% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 399,855 | 15,361 | 0.03% | 0.03% | 120 | +65,182 | 19.48% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 391,483 | 15,040 | 0.08% | 0.17% | 121 | -232,973 | -37.31% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 384,829 | 14,785 | 0.11% | 0.13% | 122 | +41,464 | 12.08% | Q1 2026 | May 12, 2026 |
| Elequin Capital, LP | History | Added to | 384,264 | 14,763 | 1.24% | 0.58% | 123 | +226,309 | 143.27% | Q1 2026 | May 11, 2026 |
| Strong Tower Advisory Services | History | Added to | 379,872 | 14,594 | 2.75% | 3.16% | 124 | +24,142 | 6.79% | Q1 2026 | Apr 16, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 376,679 | 14,472 | 1.5% | 4.22% | 125 | -497,948 | -56.93% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 373,885 | 14,364 | 0.61% | 0.8% | 126 | +632 | 0.17% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 371,815 | 14,285 | 0.01% | 0.01% | 127 | +111,166 | 42.65% | Q1 2026 | May 07, 2026 |
| Longitude (Cayman) Ltd. | History | Added to | 366,000 | 14,061 | 5.75% | 7.16% | 128 | +32,000 | 9.58% | Q1 2026 | May 04, 2026 |
| Spear Holdings RSC Ltd | History | Reduced | 365,608 | 14,046 | 1.4% | 4.03% | 130 | -94,992 | -20.62% | Q1 2026 | May 14, 2026 |
| PBCay One RSC Ltd | History | Reduced | 365,609 | 14,046 | 1.04% | 4.03% | 129 | -94,991 | -20.62% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 361,196 | 13,877 | 0.06% | 0.08% | 131 | -27,852 | -7.16% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 359,302 | 13,804 | 0.24% | 0.32% | 132 | +11,600 | 3.34% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 350,390 | 13,467 | 0.01% | 0.01% | 133 | +122,321 | 53.63% | Q1 2026 | May 18, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 350,149 | 13,452 | 0.02% | 0.03% | 134 | -49,345 | -12.35% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 350,000 | 13,447 | 0.01% | 0.02% | 135 | +50,000 | 16.67% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 349,548 | 13,429 | 0.23% | 0.18% | 136 | +130,463 | 59.55% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Reduced | 337,257 | 13,347 | 0.01% | 0.02% | 137 | -353,156 | -51.15% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 345,318 | 13,267 | 0.21% | 0.36% | 138 | -76,846 | -18.2% | Q1 2026 | May 04, 2026 |
| All-Stars Investment Ltd | History | No change | 341,000 | 13,101 | 6.36% | 6.33% | 139 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 340,000 | 13,062 | 0.02% | — | 140 | +340,000 | New | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 302,840 | 12,888 | 0.78% | 1.04% | 141 | -18,472 | -5.75% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 258,804 | 12,849 | 0.23% | 0.23% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Zhang Financial LLC | History | Added to | 332,302 | 12,767 | 0.44% | 0.61% | 143 | +5,149 | 1.57% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 332,000 | 12,755 | 0.01% | 0.16% | 144 | -3,115,749 | -90.37% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 327,608 | 12,586 | 0.1% | 0.06% | 145 | +222,722 | 212.35% | Q1 2026 | May 15, 2026 |
| Lalia Capital, LLC | History | No change | 327,400 | 12,578 | 7.95% | 12.73% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aequim Alternative Investments LP | History | No change | 325,000 | 12,486 | 0.24% | 0.32% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 314,596 | 12,087 | 0.01% | 0.0% | 148 | +304,582 | 3041.56% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 307,657 | 11,820 | 0.04% | 0.06% | 149 | +37,092 | 13.71% | Q1 2026 | Apr 30, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 306,850 | 11,789 | 2.58% | 2.89% | 150 | +69,640 | 29.36% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 306,258 | 11,766 | 0.04% | 0.06% | 151 | -40,914 | -11.78% | Q1 2026 | May 13, 2026 |
| Waratah Capital Advisors Ltd. | History | Added to | 300,000 | 11,526 | 0.44% | 0.14% | 152 | +214,900 | 252.53% | Q1 2026 | May 11, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Reduced | 296,510 | 11,391 | 0.72% | 1.31% | 153 | -102,000 | -25.6% | Q1 2026 | May 15, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 364,800 | 10,978 | 9.16% | 17.55% | 154 | -14,200 | -3.75% | Q1 2026 | Apr 13, 2026 |
| Bayshore Capital Advisors, LLC | History | Added to | 279,119 | 10,723 | 4.52% | 4.24% | 155 | +108,135 | 63.24% | Q1 2026 | Apr 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 276,835 | 10,659 | 3.22% | 4.04% | 156 | +3,970 | 1.45% | Q1 2026 | Apr 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 273,628 | 10,512 | 0.01% | 0.01% | 157 | +76,528 | 38.83% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 211,113 | 10,481 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kamunting Street Capital Management, L.P. | History | Added to | 270,181 | 10,380 | 5.67% | 6.61% | 159 | +75,000 | 38.43% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 268,401 | 10,311 | 2.89% | 3.57% | 160 | -28,077 | -9.47% | Q1 2026 | Apr 22, 2026 |
| Aristides Capital LLC | History | Reduced | 263,186 | 10,111 | 2.19% | 2.82% | 161 | -57,527 | -17.94% | Q1 2026 | May 14, 2026 |
| Verde Capital Management | History | Added to | 262,459 | 10,083 | 2.16% | 2.1% | 162 | +64,356 | 32.49% | Q1 2026 | Apr 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 261,236 | 10,036 | 0.71% | 0.82% | 163 | +31,033 | 13.48% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 259,787 | 9,980 | 0.27% | 0.31% | 164 | +67,584 | 35.16% | Q1 2026 | May 11, 2026 |
| Militia Capital Management LLC | History | New | 254,938 | 9,794 | 2.21% | — | 165 | +254,938 | New | Q1 2026 | May 13, 2026 |
| Massar Capital Management, LP | History | Added to | 250,000 | 9,605 | 1.03% | 0.28% | 166 | +197,304 | 374.42% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 223,516 | 9,416 | 1.28% | — | 167 | +223,516 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 243,117 | 9,340 | 0.02% | 0.02% | 168 | +135,770 | 126.48% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 241,543 | 9,280 | 0.04% | 0.35% | 169 | -1,260,335 | -83.92% | Q1 2026 | Apr 24, 2026 |
| Sara-Bay Financial | History | Reduced | 240,935 | 9,256 | 2.78% | 3.69% | 170 | -6,961 | -2.81% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Added to | 238,867 | 9,177 | 0.02% | 0.02% | 171 | +4,222 | 1.8% | Q1 2026 | May 06, 2026 |
| KADENSA CAPITAL Ltd | History | Added to | 236,048 | 9,068 | 1.26% | 1.13% | 172 | +16,449 | 7.49% | Q1 2026 | May 15, 2026 |
| VCI Wealth Management LLC | History | Added to | 235,487 | 9,047 | 2.51% | 2.1% | 173 | +83,454 | 54.89% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 181,242 | 8,998 | 0.06% | 0.07% | 174 | -11,538 | -5.99% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 235,301 | 8,934 | 0.02% | 0.03% | 175 | -386,854 | -62.18% | Q1 2026 | Apr 08, 2026 |
| Humankind Investments LLC | History | New | 232,000 | 8,913 | 5.09% | — | 176 | +232,000 | New | Q1 2026 | May 15, 2026 |
| Marathon Trading Investment Management LLC | History | Added to | 231,515 | 8,894 | 0.24% | 0.1% | 177 | +140,615 | 154.69% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | New | 230,736 | 8,864 | 0.0% | — | 178 | +230,736 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 230,488 | 8,855 | 0.02% | 0.02% | 179 | +113,615 | 97.21% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 229,888 | 8,832 | 0.01% | 0.01% | 180 | -293,347 | -56.06% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Added to | 227,883 | 8,755 | 0.12% | 0.03% | 181 | +186,376 | 449.02% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 222,987 | 8,567 | 0.06% | 0.17% | 182 | -445,894 | -66.66% | Q1 2026 | May 07, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 219,429 | 8,425 | 0.14% | 0.12% | 183 | +75,914 | 52.9% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 219,165 | 8,420 | 0.01% | — | 184 | +219,165 | New | Q1 2026 | May 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 216,802 | 8,397 | 2.33% | 2.61% | 185 | +24,585 | 12.79% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA | History | New | 214,370 | 8,236 | 0.01% | — | 186 | +214,370 | New | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 213,456 | 8,201 | 0.93% | — | 187 | +213,456 | New | Q1 2026 | Apr 16, 2026 |
| Brown University | History | No change | 212,500 | 8,164 | 8.02% | 7.4% | 188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 212,076 | 8,147 | 0.04% | 0.09% | 189 | -384,203 | -64.43% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 211,052 | 8,108 | 0.1% | 0.3% | 190 | -332,370 | -61.16% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 200,239 | 8,025 | 0.23% | 0.06% | 191 | +156,920 | 362.24% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 207,803 | 7,983 | 0.1% | 0.19% | 192 | -56,777 | -21.46% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 207,127 | 7,957 | 0.09% | 0.01% | 193 | +200,442 | 2998.38% | Q1 2026 | May 12, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 205,682 | 7,902 | 0.16% | 0.83% | 194 | -1,105,038 | -84.31% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 204,612 | 7,861 | 1.01% | 1.07% | 195 | +38,321 | 23.04% | Q1 2026 | May 04, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 203,500 | 7,818 | 3.39% | 4.7% | 196 | -2,650 | -1.29% | Q1 2026 | Apr 14, 2026 |
| Trustees of Dartmouth College | History | No change | 201,531 | 7,742 | 3.08% | 2.54% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 196,919 | 7,565 | 0.16% | 0.2% | 198 | +10,490 | 5.63% | Q1 2026 | May 01, 2026 |
| Addison Capital Co | History | Reduced | 196,402 | 7,545 | 1.34% | 2.64% | 199 | -16,325 | -7.67% | Q1 2026 | Apr 29, 2026 |
| Main Street Research LLC | History | Added to | 196,085 | 7,533 | 0.44% | 0.51% | 200 | +16,545 | 9.22% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 193,026 | 7,416 | 0.0% | 0.01% | 201 | -9,894 | -4.88% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 191,783 | 7,410 | 0.07% | 0.1% | 202 | +6,612 | 3.57% | Q1 2026 | Apr 07, 2026 |
| SIG BROKERAGE, LP | History | Added to | 191,422 | 7,354 | 0.19% | 0.13% | 203 | +108,900 | 131.96% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 186,954 | 7,182 | 0.05% | 0.03% | 204 | +112,938 | 152.59% | Q1 2026 | Apr 15, 2026 |
| Trek Financial, LLC | History | Reduced | 185,953 | 7,144 | 0.38% | 0.55% | 205 | -4,012 | -2.11% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 185,416 | 7,123 | 0.1% | 0.11% | 206 | +30,595 | 19.76% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 183,508 | 7,050 | 0.08% | — | 207 | +183,508 | New | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 183,073 | 7,033 | 0.11% | 0.13% | 208 | -4,140 | -2.21% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Added to | 182,522 | 7,012 | 0.04% | 0.03% | 209 | +63,800 | 53.74% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 160,753 | 6,963 | 0.55% | 1.47% | 210 | -159,806 | -49.85% | Q1 2026 | May 01, 2026 |
| TLT Family Holdco ULC | History | No change | 180,000 | 6,915 | 0.95% | 0.98% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 148,983 | 6,823 | 0.18% | 0.24% | 212 | +37,063 | 33.12% | Q1 2026 | May 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 173,210 | 6,654 | 0.7% | 0.96% | 213 | -35,741 | -17.1% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | New | 171,618 | 6,593 | 0.0% | — | 214 | +171,618 | New | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 171,551 | 6,590 | 0.5% | 0.47% | 215 | +54,234 | 46.23% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 169,117 | 6,497 | 0.09% | 0.1% | 216 | +23,208 | 15.91% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 168,943 | 6,490 | 0.62% | 0.84% | 217 | -8,140 | -4.6% | Q1 2026 | Apr 13, 2026 |
| IvyRock Asset Management (HK) Ltd | History | Reduced | 166,400 | 6,393 | 3.59% | 6.52% | 218 | -82,500 | -33.15% | Q1 2026 | May 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 165,570 | 6,361 | 0.65% | 0.74% | 219 | +16,884 | 11.36% | Q1 2026 | May 08, 2026 |
| Modus Advisors, LLC | History | Added to | 162,313 | 6,236 | 1.72% | 1.54% | 220 | +44,797 | 38.12% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 162,202 | 6,231 | 0.14% | 0.19% | 221 | +6,141 | 3.93% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 154,381 | 5,931 | 0.19% | 0.19% | 222 | -68,592 | -30.76% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Reduced | 153,975 | 5,915 | 0.07% | 0.09% | 223 | -1,733 | -1.11% | Q1 2026 | Apr 16, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 151,374 | 5,815 | 3.43% | 3.42% | 224 | +38,466 | 34.07% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 151,252 | 5,811 | 0.28% | 0.33% | 225 | +12,489 | 9.0% | Q1 2026 | Apr 28, 2026 |
| Bienville Capital Management, LLC | History | Reduced | 151,202 | 5,809 | 1.06% | 1.24% | 226 | -6,014 | -3.83% | Q1 2026 | May 13, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 150,831 | 5,794 | 0.09% | 0.09% | 227 | +28,579 | 23.38% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Added to | 150,000 | 5,763 | 0.17% | 0.08% | 228 | +90,000 | 150.0% | Q1 2026 | May 15, 2026 |
| SkyBridge Capital II, LLC | History | Reduced | 149,916 | 5,759 | 43.85% | 61.6% | 229 | -59,683 | -28.47% | Q1 2026 | May 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 147,218 | 5,656 | 0.03% | 0.02% | 230 | +57,947 | 64.91% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 147,080 | 5,650 | 0.39% | 0.61% | 231 | -6,737 | -4.38% | Q1 2026 | Apr 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 146,714 | 5,636 | 1.15% | 1.32% | 232 | +11,501 | 8.51% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 146,349 | 5,622 | 0.03% | 0.07% | 233 | -48,215 | -24.78% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 146,269 | 5,619 | 0.04% | 0.03% | 234 | +75,791 | 107.54% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Added to | 145,728 | 5,598 | 2.69% | 2.95% | 235 | +8,754 | 6.39% | Q1 2026 | May 11, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 144,892 | 5,566 | 4.12% | 6.36% | 236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Yarbrough Capital, LLC | History | Reduced | 142,284 | 5,466 | 0.19% | 0.93% | 237 | -458,541 | -76.32% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 142,193 | 5,463 | 0.04% | 0.05% | 238 | +17,091 | 13.66% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | Added to | 139,100 | 5,344 | 0.96% | 1.14% | 239 | +12,494 | 9.87% | Q1 2026 | May 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 138,428 | 5,318 | 1.17% | 1.01% | 240 | +42,293 | 43.99% | Q1 2026 | Apr 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 144,182 | 5,220 | 0.46% | — | 241 | +144,182 | New | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | New | 134,666 | 5,173 | 0.05% | — | 242 | +134,666 | New | Q1 2026 | May 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 133,822 | 5,141 | 0.36% | 0.61% | 243 | -18,500 | -12.15% | Q1 2026 | May 14, 2026 |
| Maytree Asset Management Ltd | History | Added to | 133,689 | 5,136 | 3.63% | 4.4% | 244 | +14,194 | 11.88% | Q1 2026 | May 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 133,140 | 5,115 | 2.25% | 3.1% | 245 | -2,769 | -2.04% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 132,895 | 5,105 | 2.24% | 2.21% | 246 | +34,972 | 35.71% | Q1 2026 | Apr 27, 2026 |
| Sepio Capital, LP | History | Added to | 132,508 | 5,090 | 0.28% | 0.24% | 247 | +44,898 | 51.25% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 131,997 | 5,071 | 0.16% | 0.16% | 248 | +30,374 | 29.89% | Q1 2026 | Apr 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 131,790 | 5,063 | 0.09% | 0.11% | 249 | +10,979 | 9.09% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 131,777 | 5,062 | 0.95% | 1.13% | 250 | +12,150 | 10.16% | Q1 2026 | Apr 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 129,810 | 4,987 | 0.09% | 0.11% | 251 | +5,912 | 4.77% | Q1 2026 | Apr 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 127,212 | 4,887 | 0.0% | 0.01% | 252 | -14,585 | -10.29% | Q1 2026 | May 13, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 126,068 | 4,843 | 1.18% | 0.62% | 253 | +75,452 | 149.07% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 125,551 | 4,823 | 0.03% | 0.03% | 254 | +6,020 | 5.04% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 125,229 | 4,811 | 0.15% | 0.16% | 255 | +17,502 | 16.25% | Q1 2026 | May 14, 2026 |
| Bellecapital International Ltd. | History | Added to | 124,241 | 4,773 | 0.86% | 0.8% | 256 | +33,752 | 37.3% | Q1 2026 | May 12, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 124,000 | 4,764 | 0.25% | 0.19% | 257 | +34,400 | 38.39% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 123,251 | 4,735 | 0.08% | 0.12% | 258 | +477 | 0.39% | Q1 2026 | May 18, 2026 |
| Financial Enhancement Group LLC | History | Added to | 107,387 | 4,718 | 0.58% | 0.53% | 259 | +28,415 | 35.98% | Q1 2026 | Apr 20, 2026 |
| New Capital Management LP | History | Added to | 121,723 | 4,676 | 1.15% | 1.22% | 260 | +23,991 | 24.55% | Q1 2026 | Apr 14, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 121,192 | 4,656 | 1.17% | 0.55% | 261 | +92,294 | 319.38% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Added to | 120,317 | 4,622 | 0.13% | 0.16% | 262 | +602 | 0.5% | Q1 2026 | Apr 21, 2026 |
| Concentrum Wealth Management | History | Reduced | 119,971 | 4,609 | 1.36% | 1.76% | 263 | -7,304 | -5.74% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 119,498 | 4,591 | 0.01% | 0.01% | 264 | +25,904 | 27.68% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 118,593 | 4,556 | 0.04% | 0.04% | 265 | +53,176 | 81.29% | Q1 2026 | May 06, 2026 |
| MILLBANK DARTMOOR PORTSMOUTH LLC | History | New | 118,200 | 4,541 | 2.95% | — | 266 | +118,200 | New | Q1 2026 | May 12, 2026 |
| EFG International AG | History | Added to | 118,178 | 4,538 | 0.1% | 0.09% | 267 | +19,757 | 20.07% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Reduced | 117,940 | 4,531 | 0.29% | 0.78% | 268 | -123,988 | -51.25% | Q1 2026 | May 13, 2026 |
| Requisite Capital Management, LLC | History | Added to | 117,270 | 4,505 | 0.84% | 0.8% | 269 | +31,917 | 37.39% | Q1 2026 | May 14, 2026 |
| Cercano Management LLC | History | No change | 117,140 | 4,500 | 0.19% | 0.22% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 116,462 | 4,474 | 0.09% | 0.11% | 271 | +10,019 | 9.41% | Q1 2026 | May 14, 2026 |
| Family Manage LLC | History | Added to | 115,137 | 4,423 | 0.53% | 0.69% | 272 | +5,656 | 5.17% | Q1 2026 | May 15, 2026 |
| Benson Wealth Management INC | History | Reduced | 115,114 | 4,422 | 6.05% | 6.92% | 273 | -10,109 | -8.07% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 88,717 | 4,404 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Secure Asset Management, LLC | History | Added to | 114,338 | 4,392 | 0.7% | 0.56% | 275 | +42,553 | 59.28% | Q1 2026 | Apr 09, 2026 |
| Clear Point Advisors Inc. | History | New | 60,648 | 4,350 | 3.37% | — | 276 | +60,648 | New | Q1 2026 | Apr 28, 2026 |
| Rakuten Group, Inc. | History | No change | 109,918 | 4,223 | 0.16% | 0.24% | 277 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 108,360 | 4,163 | 0.05% | 0.06% | 278 | +16,453 | 17.9% | Q1 2026 | Apr 20, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 108,091 | 4,152 | 1.94% | 2.5% | 279 | +86 | 0.08% | Q1 2026 | Apr 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 107,414 | 4,126 | 0.25% | 0.45% | 280 | -47,452 | -30.64% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 106,727 | 4,100 | 0.0% | 0.0% | 281 | +16,663 | 18.5% | Q1 2026 | May 14, 2026 |
| BlueCrest Capital Management Ltd | History | Reduced | 105,000 | 4,034 | 0.24% | 0.69% | 282 | -356,000 | -77.22% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Reduced | 104,811 | 4,026 | 0.19% | 0.25% | 283 | -7,423 | -6.61% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 104,633 | 4,020 | 0.25% | 0.22% | 284 | +13,158 | 14.38% | Q1 2026 | Apr 28, 2026 |
| Vienna Asset Management LLC | History | Reduced | 104,199 | 4,003 | 3.11% | 3.8% | 285 | -30,850 | -22.84% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 103,661 | 3,982 | 0.01% | 0.01% | 286 | +15,104 | 17.06% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 103,045 | 3,958 | 0.21% | 0.82% | 287 | -132,909 | -56.33% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 102,650 | 3,943 | 0.22% | 0.15% | 288 | +49,455 | 92.97% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 102,598 | 3,941 | 0.17% | 0.27% | 289 | -17,028 | -14.23% | Q1 2026 | May 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 78,832 | 3,914 | 1.18% | 1.18% | 290 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 103,412 | 3,824 | 0.02% | 0.02% | 291 | -37,139 | -26.42% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 99,162 | 3,809 | 0.08% | 0.1% | 292 | -3,772 | -3.66% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 97,881 | 3,760 | 0.02% | 0.02% | 293 | +21,567 | 28.26% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 97,695 | 3,753 | 0.02% | 0.02% | 294 | +2,268 | 2.38% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 97,116 | 3,731 | 0.04% | 0.01% | 295 | +80,490 | 484.12% | Q1 2026 | May 13, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 97,118 | 3,731 | 2.52% | 2.48% | 296 | +21,489 | 28.41% | Q1 2026 | May 04, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 96,738 | 3,716 | 1.68% | 1.47% | 297 | +11,043 | 12.89% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 96,316 | 3,700 | 0.04% | 0.05% | 298 | +7,402 | 8.32% | Q1 2026 | Apr 20, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 96,266 | 3,698 | 0.41% | 1.13% | 299 | -117,995 | -55.07% | Q1 2026 | Apr 28, 2026 |
| Allie Family Office LLC | History | Added to | 96,132 | 3,693 | 1.62% | 0.32% | 300 | +82,227 | 591.35% | Q1 2026 | May 13, 2026 |