iSHARES TRUST - IBMO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,987,582 | 50,941 | 0.0% | 0.0% | 1 | -62,035 | -3.03% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,577,995 | 40,444 | 0.06% | 0.08% | 2 | -544,326 | -25.65% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Reduced | 1,443,287 | 36,991 | 3.25% | 3.3% | 3 | -1,640 | -0.11% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Added to | 699,515 | 17,928 | 0.06% | 0.06% | 4 | +12,787 | 1.86% | Q1 2026 | Jun 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 643,862 | 16,502 | 0.02% | 0.02% | 5 | -44,626 | -6.48% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 568,737 | 14,576 | 0.04% | 0.03% | 6 | +189,064 | 49.8% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 525,143 | 13,459 | 0.82% | 0.81% | 7 | +9,413 | 1.83% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 463,630 | 11,882 | 0.0% | 0.0% | 8 | -10,464 | -2.21% | Q1 2026 | May 11, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 459,491 | 11,776 | 0.72% | 0.81% | 9 | -12,113 | -2.57% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Reduced | 404,317 | 10,362 | 0.0% | 0.0% | 10 | -5,947 | -1.45% | Q1 2026 | May 06, 2026 |
| Hills Bank & Trust Co | History | Reduced | 390,183 | 10,000 | 0.48% | 0.58% | 11 | -561 | -0.14% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Reduced | 381,308 | 9,772 | 0.0% | 0.0% | 12 | -40,138 | -9.52% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 366,495 | 9,393 | 0.07% | 0.11% | 13 | -10,301 | -2.73% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 332,002 | 8,509 | 0.0% | 0.0% | 14 | +46,249 | 16.18% | Q1 2026 | May 15, 2026 |
| Covington Investment Advisors Inc. | History | Reduced | 323,935 | 8,302 | 1.22% | 1.15% | 15 | -3,145 | -0.96% | Q1 2026 | May 12, 2026 |
| Paradiem, LLC | History | Added to | 294,149 | 7,539 | 1.66% | 0.83% | 16 | +158,377 | 116.65% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 268,149 | 6,872 | 0.01% | 0.01% | 17 | +3,059 | 1.15% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 255,821 | 6,556 | 0.27% | 0.32% | 18 | -44,066 | -14.69% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 253,070 | 6,486 | 0.0% | 0.0% | 19 | -52,556 | -17.2% | Q1 2026 | May 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 231,642 | 5,936 | 0.09% | 0.08% | 20 | +36,021 | 18.41% | Q1 2026 | Apr 09, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 227,642 | 5,834 | 0.4% | 0.37% | 21 | +12,106 | 5.62% | Q1 2026 | May 06, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 214,612 | 5,502 | 1.05% | 1.23% | 22 | -26,966 | -11.16% | Q1 2026 | Apr 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 206,146 | 5,283 | 0.1% | 0.1% | 23 | +6,599 | 3.31% | Q1 2026 | Apr 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 189,709 | 4,862 | 0.26% | 0.2% | 24 | +43,398 | 29.66% | Q1 2026 | Apr 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 184,176 | 4,720 | 0.19% | 0.19% | 25 | -9,880 | -5.09% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 182,173 | 4,669 | 0.0% | — | 26 | +182,173 | New | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 178,247 | 4,568 | 0.0% | 0.0% | 27 | -4,595 | -2.51% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 167,291 | 4,292 | 0.03% | 0.02% | 28 | +35,817 | 27.24% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 154,790 | 3,967 | 0.01% | 0.01% | 29 | -18,076 | -10.46% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 140,452 | 3,599 | 0.02% | 0.02% | 30 | +4,631 | 3.41% | Q1 2026 | May 15, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 133,110 | 3,411 | 0.38% | 0.6% | 31 | -75,754 | -36.27% | Q1 2026 | Apr 08, 2026 |
| PSI Advisors, LLC | History | No change | 131,848 | 3,379 | 0.81% | 0.85% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 127,878 | 3,277 | 0.04% | 0.04% | 33 | +784 | 0.62% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 104,961 | 2,690 | 0.01% | 0.02% | 34 | -30,759 | -22.66% | Q1 2026 | May 05, 2026 |
| Wick Capital Partners, LLC | History | Added to | 104,047 | 2,666 | 0.49% | 0.48% | 35 | +37 | 0.04% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 103,591 | 2,655 | 0.01% | 0.0% | 36 | +8,389 | 8.81% | Q1 2026 | May 06, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 103,175 | 2,644 | 0.06% | 0.06% | 37 | -1,255 | -1.2% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 98,902 | 2,534 | 0.0% | 0.0% | 38 | +51,280 | 107.68% | Q1 2026 | May 13, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 96,858 | 2,482 | 0.79% | 0.66% | 39 | +14,000 | 16.9% | Q1 2026 | Apr 21, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 96,101 | 2,462 | 0.31% | 0.31% | 40 | +6,256 | 6.96% | Q1 2026 | Apr 20, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 95,677 | 2,452 | 0.9% | 0.89% | 41 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atwater Malick LLC | History | Reduced | 90,163 | 2,310 | 0.62% | 0.72% | 42 | -11,887 | -11.65% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 87,994 | 2,255 | 0.0% | 0.0% | 43 | -5,898 | -6.28% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 87,020 | 2,230 | 0.01% | 0.01% | 44 | +7,790 | 9.83% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 81,353 | 2,085 | 0.02% | 0.02% | 45 | +6,975 | 9.38% | Q1 2026 | May 01, 2026 |
| Wolfstich Capital, LLC | History | New | 83,383 | 2,020 | 1.77% | — | 46 | +83,383 | New | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 76,019 | 1,948 | 0.0% | 0.0% | 47 | +5,783 | 8.23% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 75,968 | 1,947 | 0.05% | 0.05% | 48 | +302 | 0.4% | Q1 2026 | May 15, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 75,831 | 1,944 | 1.19% | 1.19% | 49 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 74,504 | 1,909 | 0.91% | 0.52% | 50 | +28,664 | 62.53% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 73,414 | 1,881 | 0.0% | 0.0% | 51 | +61,169 | 499.54% | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 73,357 | 1,880 | 0.22% | 0.23% | 52 | +18 | 0.02% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 72,066 | 1,847 | 0.0% | 0.0% | 53 | +2,414 | 3.47% | Q1 2026 | May 14, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 67,346 | 1,726 | 0.75% | 0.73% | 54 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 64,681 | 1,657 | 0.02% | 0.02% | 55 | -6,910 | -9.65% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 60,416 | 1,548 | 0.0% | 0.0% | 56 | -284 | -0.47% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 59,434 | 1,524 | 0.0% | 0.0% | 57 | -33,876 | -36.3% | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Added to | 59,328 | 1,520 | 0.36% | 0.36% | 58 | +484 | 0.82% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 59,283 | 1,519 | 0.02% | 0.03% | 59 | -7,202 | -10.83% | Q1 2026 | Apr 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 59,217 | 1,517 | 0.11% | 0.1% | 60 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clearstead Advisors, LLC | History | Added to | 58,315 | 1,494 | 0.01% | 0.02% | 61 | +197 | 0.34% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 54,522 | 1,397 | 0.0% | 0.0% | 62 | -4,693 | -7.93% | Q1 2026 | May 14, 2026 |
| Glenview Trust Co | History | Reduced | 54,497 | 1,396 | 0.02% | 0.02% | 63 | -998 | -1.8% | Q1 2026 | May 08, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 53,426 | 1,369 | 0.28% | 0.3% | 64 | +2,701 | 5.32% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 53,030 | 1,359 | 0.01% | 0.01% | 65 | -5,567 | -9.5% | Q1 2026 | May 08, 2026 |
| Lantz Financial LLC | History | Added to | 52,844 | 1,354 | 0.28% | 0.23% | 66 | +10,240 | 24.04% | Q1 2026 | Apr 09, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 52,186 | 1,337 | 0.54% | 0.5% | 67 | +2,800 | 5.67% | Q1 2026 | Apr 28, 2026 |
| SPINNAKER TRUST | History | No change | 51,999 | 1,332 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signature Wealth Management Group | History | Reduced | 51,811 | 1,327 | 0.5% | 0.6% | 69 | -5,786 | -10.05% | Q1 2026 | Apr 01, 2026 |
| Aspen Wealth Management LLC | History | Added to | 48,182 | 1,234 | 0.25% | 0.23% | 70 | +5,351 | 12.49% | Q1 2026 | Apr 01, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 45,990 | 1,179 | 1.5% | — | 71 | +45,990 | New | Q1 2026 | May 07, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 45,527 | 1,166 | 0.05% | 0.04% | 72 | +2,881 | 6.76% | Q1 2026 | May 14, 2026 |
| O'Domhnaill Enterprises, Inc. | History | New | 43,969 | 1,126 | 0.91% | — | 73 | +43,969 | New | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 43,567 | 1,116 | 0.01% | 0.01% | 74 | -29,910 | -40.71% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 41,520 | 1,064 | 0.01% | 0.01% | 75 | +8,883 | 27.22% | Q1 2026 | Apr 16, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 41,021 | 1,051 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 40,361 | 1,034 | 0.02% | 0.02% | 77 | -1,795 | -4.26% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 37,854 | 969 | 0.02% | 0.02% | 78 | +5,451 | 16.82% | Q1 2026 | May 14, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 37,500 | 961 | 0.56% | 0.48% | 79 | +5,000 | 15.38% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 36,706 | 940 | 0.01% | 0.01% | 80 | -4,061 | -9.96% | Q1 2026 | Apr 28, 2026 |
| POSTROCK PARTNERS LLC | History | Added to | 36,656 | 939 | 0.43% | 0.4% | 81 | +350 | 0.96% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,177 | 927 | 0.0% | 0.0% | 82 | +18,098 | 100.11% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 35,835 | 918 | 0.1% | 0.16% | 83 | -19,600 | -35.36% | Q1 2026 | Apr 24, 2026 |
| Prism Advisors, Inc. | History | No change | 35,665 | 914 | 0.24% | 0.24% | 84 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strid Group, LLC | History | No change | 35,064 | 898 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,000 | 897 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 32,664 | 837 | 0.78% | 0.8% | 87 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | New | 32,253 | 827 | 0.0% | — | 89 | +32,253 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 32,293 | 827 | 0.02% | 0.01% | 88 | +6,791 | 26.63% | Q1 2026 | Apr 13, 2026 |
| Crews Bank & Trust | History | Reduced | 31,944 | 818 | 0.12% | 0.12% | 90 | -631 | -1.94% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,700 | 812 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 30,363 | 778 | 0.0% | 0.0% | 92 | -1,946 | -6.02% | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | New | 30,257 | 775 | 0.32% | — | 93 | +30,257 | New | Q1 2026 | Apr 29, 2026 |
| Avail Investment Partners, LLC | History | New | 30,257 | 775 | 0.83% | — | 94 | +30,257 | New | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 30,108 | 772 | 0.0% | 0.0% | 95 | -2,708 | -8.25% | Q1 2026 | Apr 30, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 29,854 | 765 | 0.18% | 0.17% | 96 | +34 | 0.11% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 28,133 | 721 | 0.02% | — | 97 | +28,133 | New | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 27,875 | 715 | 0.05% | 0.06% | 98 | -1,658 | -5.61% | Q1 2026 | Apr 29, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 27,461 | 703 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 27,369 | 701 | 0.02% | 0.02% | 100 | -912 | -3.22% | Q1 2026 | May 07, 2026 |
| Financial Advisory Corp | History | No change | 25,084 | 642 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | No change | 24,807 | 635 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 24,712 | 633 | 0.31% | 0.32% | 103 | -31 | -0.13% | Q1 2026 | Apr 23, 2026 |
| 10Elms LLP | History | Added to | 24,594 | 630 | 0.4% | 0.57% | 104 | +250 | 1.03% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | New | 24,087 | 617 | 0.01% | — | 105 | +24,087 | New | Q1 2026 | Apr 08, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 23,511 | 602 | 0.13% | 0.24% | 106 | -22,128 | -48.48% | Q1 2026 | Apr 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 23,050 | 590 | 0.13% | 0.13% | 107 | +400 | 1.77% | Q1 2026 | May 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 21,900 | 561 | 0.04% | 0.04% | 108 | +2,742 | 14.31% | Q1 2026 | May 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 21,815 | 559 | 0.1% | 0.1% | 109 | +35 | 0.16% | Q1 2026 | May 05, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 21,703 | 556 | 0.08% | 0.27% | 110 | -47,328 | -68.56% | Q1 2026 | Apr 16, 2026 |
| Curbstone Financial Management Corp | History | No change | 21,620 | 554 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mills Wealth Advisors LLC | History | New | 21,029 | 538 | 0.19% | — | 112 | +21,029 | New | Q1 2026 | Apr 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 20,864 | 534 | 0.11% | — | 113 | +20,864 | New | Q1 2026 | Apr 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 20,673 | 529 | 0.28% | 0.29% | 114 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,958 | 511 | 0.0% | 0.0% | 115 | -1,353 | -6.35% | Q1 2026 | May 14, 2026 |
| First Affirmative Financial Network | History | New | 19,828 | 508 | 0.2% | — | 117 | +19,828 | New | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 19,825 | 508 | 0.08% | 0.09% | 116 | -775 | -3.76% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 19,542 | 500 | 0.0% | 0.0% | 118 | +5,251 | 36.74% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | New | 19,500 | 499 | 0.09% | — | 119 | +19,500 | New | Q1 2026 | Apr 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 17,630 | 451 | 0.1% | 0.1% | 120 | +1,182 | 7.19% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 17,494 | 448 | 0.0% | 0.0% | 121 | -225 | -1.27% | Q1 2026 | Apr 24, 2026 |
| Red Tortoise LLC | History | Added to | 17,511 | 448 | 0.19% | 0.19% | 122 | +69 | 0.4% | Q1 2026 | Apr 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,255 | 391 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 14,911 | 382 | 0.0% | 0.0% | 124 | +378 | 2.6% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 14,845 | 380 | 0.0% | 0.0% | 125 | -1,799 | -10.81% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 14,814 | 379 | 0.04% | — | 126 | +14,814 | New | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14,305 | 366 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | New | 13,661 | 350 | 0.0% | — | 128 | +13,661 | New | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 13,601 | 348 | 0.02% | 0.02% | 129 | +3,037 | 28.75% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 13,229 | 339 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 13,150 | 337 | 0.01% | 0.0% | 131 | +269 | 2.09% | Q1 2026 | Apr 01, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 12,742 | 326 | 0.01% | 0.06% | 132 | -50,337 | -79.8% | Q1 2026 | Apr 28, 2026 |
| Balefire, LLC | History | New | 12,748 | 326 | 0.06% | — | 133 | +12,748 | New | Q1 2026 | May 07, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 12,500 | 320 | 0.11% | 0.12% | 134 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 12,028 | 308 | 0.04% | 0.05% | 135 | -3,395 | -22.01% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,745 | 301 | 0.0% | 0.0% | 136 | -2,280 | -16.26% | Q1 2026 | Apr 22, 2026 |
| Trust Co | History | Reduced | 11,754 | 301 | 0.03% | 0.03% | 137 | -1,955 | -14.26% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,697 | 299 | 0.0% | 0.0% | 138 | +21 | 0.18% | Q1 2026 | May 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 11,594 | 297 | 0.22% | 0.25% | 139 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,490 | 294 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,258 | 288 | 0.0% | — | 141 | +11,258 | New | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 11,120 | 285 | 0.01% | 0.01% | 142 | -2,870 | -20.51% | Q1 2026 | Apr 17, 2026 |
| Downshift Financial, LLC | History | New | 11,032 | 283 | 0.15% | — | 143 | +11,032 | New | Q1 2026 | Apr 29, 2026 |
| Peloton Wealth Strategists | History | No change | 11,000 | 282 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,893 | 279 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FF Advisors,LLC | History | Reduced | 10,731 | 275 | 0.11% | 0.17% | 146 | -4,091 | -27.6% | Q1 2026 | Apr 27, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 10,426 | 267 | 0.04% | 0.04% | 147 | +248 | 2.44% | Q1 2026 | May 07, 2026 |
| Accretive Wealth Partners, LLC | History | New | 10,384 | 266 | 0.07% | — | 148 | +10,384 | New | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,245 | 262 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Juno Financial Group LLC | History | Added to | 10,178 | 260 | 0.1% | 0.1% | 150 | +41 | 0.4% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | New | 10,131 | 259 | 0.0% | — | 151 | +10,131 | New | Q1 2026 | May 01, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 10,000 | 256 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 9,802 | 251 | 0.01% | 0.01% | 154 | -4,684 | -32.33% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,827 | 251 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,451 | 242 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | No change | 9,312 | 238 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,161 | 234 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TPG Advisors LLC | History | No change | 9,094 | 233 | 0.15% | 0.15% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,017 | 231 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,988 | 230 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,918 | 228 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,563 | 219 | 0.0% | — | 162 | +8,563 | New | Q1 2026 | May 15, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 8,520 | 218 | 0.1% | 0.11% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HORAN Wealth, LLC | History | No change | 8,453 | 216 | 0.02% | 0.03% | 164 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,272 | 212 | 0.0% | — | 165 | +8,272 | New | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,000 | 205 | 0.0% | 0.01% | 166 | -4,000 | -33.33% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,225 | 159 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,153 | 157 | 0.0% | 0.0% | 168 | +184 | 3.08% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | New | 3,900 | 99 | 0.0% | — | 169 | +3,900 | New | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,776 | 96 | 0.0% | 0.0% | 170 | +1,635 | 76.37% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 3,631 | 93 | 0.01% | 0.03% | 172 | -3,055 | -45.69% | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,656 | 93 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,225 | 82 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | No change | 2,990 | 76 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | Reduced | 2,955 | 75 | 0.01% | 0.01% | 175 | -5,178 | -63.67% | Q1 2026 | May 29, 2026 |
| NorthAvenue LLC | History | No change | 2,325 | 59 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| American Capital Advisory, LLC | History | No change | 2,221 | 56 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,059 | 52 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,971 | 50 | 0.0% | 0.0% | 179 | +8 | 0.41% | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | No change | 1,918 | 49 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Bank of New Hampshire | History | No change | 1,905 | 48 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 1,015 | 26 | 0.02% | — | 182 | +1,015 | New | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 965 | 24 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | No change | 895 | 22 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | No change | 802 | 20 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 725 | 18 | 0.0% | — | 186 | +725 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 480 | 12 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 441 | 11 | 0.0% | 0.0% | 188 | -237 | -34.96% | Q1 2026 | May 15, 2026 |
| Stephens Consulting, LLC | History | No change | 313 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 180 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | New | 131 | 3 | 0.0% | — | 192 | +131 | New | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | No change | 147 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MEMBERS WEALTH LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -22,399 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,963 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Klingman & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,349 | -100.0% | Q1 2026 | May 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -8,715 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,222 | -100.0% | Q1 2026 | May 01, 2026 |
| ArborFi Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,929 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Private Trust Co. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,870 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,995 | -100.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,824 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,161 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |