iSHARES TRUST - IBMP
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 | Added to | 2,356,723 | 59,955 | 0.0% | 0.0% | 1 | +76,343 | 3.35% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,747,444 | 44,454 | 0.07% | 0.08% | 2 | -285,374 | -14.04% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,041,667 | 26,500 | 0.0% | 0.01% | 3 | -39,767 | -3.68% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 985,403 | 25,068 | 0.03% | 0.03% | 4 | +17,239 | 1.78% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 976,335 | 24,837 | 0.23% | 0.31% | 5 | +19,752 | 2.06% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 693,830 | 17,651 | 0.02% | 0.02% | 6 | -21,016 | -2.94% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 636,580 | 16,194 | 1.41% | 1.8% | 7 | -131,368 | -17.11% | Q1 2026 | Apr 07, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 566,726 | 14,417 | 0.88% | 0.84% | 8 | +29,083 | 5.41% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 560,542 | 14,260 | 0.04% | 0.03% | 9 | +192,595 | 52.34% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 492,697 | 12,534 | 0.0% | 0.0% | 10 | +11,682 | 2.43% | Q1 2026 | May 06, 2026 |
| Hills Bank & Trust Co | History | Added to | 443,458 | 11,281 | 0.55% | 0.64% | 11 | +6,853 | 1.57% | Q1 2026 | May 01, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 406,428 | 10,339 | 0.64% | 0.7% | 12 | -5,538 | -1.34% | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Reduced | 392,269 | 9,979 | 0.0% | 0.0% | 13 | -192,655 | -32.94% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 375,781 | 9,559 | 0.0% | 0.0% | 14 | +22,921 | 6.5% | Q1 2026 | May 05, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 370,490 | 9,425 | 1.39% | 1.27% | 15 | +3,500 | 0.95% | Q1 2026 | May 12, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 310,824 | 7,534 | 1.26% | — | 16 | +310,824 | New | Q1 2026 | Apr 16, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 289,168 | 7,347 | 1.4% | 1.31% | 17 | +29,029 | 11.16% | Q1 2026 | Apr 09, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 277,875 | 7,069 | 0.1% | 0.08% | 18 | +68,618 | 32.79% | Q1 2026 | Apr 09, 2026 |
| Paradiem, LLC | History | Added to | 248,470 | 6,321 | 1.39% | 0.97% | 19 | +88,060 | 54.9% | Q1 2026 | May 04, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 242,805 | 6,176 | 0.24% | 0.23% | 20 | +2,470 | 1.03% | Q1 2026 | Apr 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 207,105 | 5,268 | 0.04% | 0.06% | 21 | +3,215 | 1.58% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 201,076 | 5,115 | 0.0% | 0.0% | 22 | +176,893 | 731.48% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 199,880 | 5,084 | 0.0% | 0.0% | 23 | -70,691 | -26.13% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 197,983 | 5,036 | 0.34% | 0.31% | 24 | +14,929 | 8.16% | Q1 2026 | May 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 194,124 | 4,938 | 0.26% | 0.19% | 25 | +56,794 | 41.36% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 170,486 | 4,328 | 0.03% | 0.02% | 26 | +37,505 | 28.2% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 169,748 | 4,318 | 0.01% | 0.01% | 27 | -13,568 | -7.4% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Reduced | 164,903 | 4,195 | 0.08% | 0.09% | 28 | -6,063 | -3.55% | Q1 2026 | Apr 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 161,734 | 4,114 | 0.17% | 0.22% | 29 | -46,300 | -22.26% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 151,351 | 3,850 | 0.0% | 0.0% | 30 | -10,572 | -6.53% | Q1 2026 | May 14, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 144,063 | 3,664 | 0.41% | 0.53% | 31 | -41,870 | -22.52% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 136,941 | 3,483 | 0.02% | 0.02% | 32 | +10,450 | 8.26% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 132,836 | 3,379 | 0.0% | 0.0% | 33 | +6,893 | 5.47% | Q1 2026 | May 12, 2026 |
| Wick Capital Partners, LLC | History | Added to | 124,430 | 3,165 | 0.58% | 0.48% | 34 | +18,017 | 16.93% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 119,585 | 3,042 | 0.02% | 0.02% | 35 | -3,932 | -3.18% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 114,098 | 2,903 | 0.0% | 0.0% | 36 | +7,084 | 6.62% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 108,914 | 2,770 | 0.03% | 0.03% | 37 | +5,019 | 4.83% | Q1 2026 | May 08, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 104,250 | 2,652 | 0.06% | 0.06% | 38 | -1,270 | -1.2% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 104,223 | 2,651 | 0.98% | 0.96% | 39 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 98,511 | 2,501 | 0.32% | 0.31% | 40 | +6,282 | 6.81% | Q1 2026 | Apr 20, 2026 |
| Atwater Malick LLC | History | Added to | 98,046 | 2,494 | 0.67% | 0.65% | 41 | +4,715 | 5.05% | Q1 2026 | Apr 22, 2026 |
| POSTROCK PARTNERS LLC | History | Added to | 96,626 | 2,458 | 1.14% | 1.07% | 42 | +17 | 0.02% | Q1 2026 | May 06, 2026 |
| PSI Advisors, LLC | History | Reduced | 91,110 | 2,317 | 0.55% | 0.84% | 43 | -40,736 | -30.9% | Q1 2026 | May 14, 2026 |
| Glenview Trust Co | History | Added to | 90,149 | 2,293 | 0.04% | 0.03% | 44 | +7,812 | 9.49% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 89,513 | 2,277 | 0.0% | 0.0% | 45 | +18,562 | 26.16% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 85,886 | 2,184 | 0.0% | 0.0% | 46 | +51,578 | 150.34% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 83,285 | 2,118 | 0.0% | 0.0% | 47 | +10,280 | 14.08% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 83,023 | 2,112 | 0.0% | 0.0% | 48 | +2,100 | 2.6% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 82,751 | 2,105 | 0.01% | 0.0% | 49 | +11,602 | 16.31% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 76,893 | 1,956 | 0.02% | 0.02% | 50 | +5,492 | 7.69% | Q1 2026 | May 01, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 74,854 | 1,904 | 0.9% | 0.52% | 51 | +28,645 | 61.99% | Q1 2026 | Apr 15, 2026 |
| SPINNAKER TRUST | History | Added to | 74,784 | 1,902 | 0.11% | 0.09% | 52 | +6,679 | 9.81% | Q1 2026 | Apr 23, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 74,883 | 1,901 | 1.17% | 1.17% | 53 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 67,891 | 1,727 | 0.75% | 0.73% | 54 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wolfstich Capital, LLC | History | New | 69,073 | 1,671 | 1.46% | — | 55 | +69,073 | New | Q1 2026 | Apr 21, 2026 |
| Investment Research Partners LLC | History | New | 60,423 | 1,537 | 0.63% | — | 56 | +60,423 | New | Q1 2026 | Apr 29, 2026 |
| Avail Investment Partners, LLC | History | New | 60,423 | 1,537 | 1.64% | — | 57 | +60,423 | New | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 59,357 | 1,510 | 0.22% | 0.23% | 58 | +348 | 0.59% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 58,477 | 1,487 | 0.0% | 0.0% | 59 | +23,055 | 65.09% | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Added to | 57,194 | 1,455 | 0.35% | 0.34% | 60 | +1,385 | 2.48% | Q1 2026 | Apr 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 56,799 | 1,444 | 0.1% | 0.09% | 61 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 56,630 | 1,440 | 0.02% | 0.03% | 62 | -8,218 | -12.67% | Q1 2026 | Apr 17, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 55,909 | 1,422 | 0.03% | 0.03% | 63 | +1,408 | 2.58% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 55,891 | 1,421 | 0.02% | 0.02% | 64 | -6,453 | -10.35% | Q1 2026 | May 15, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 53,044 | 1,349 | 0.55% | 0.5% | 65 | +3,435 | 6.92% | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 51,122 | 1,300 | 0.01% | 0.01% | 66 | -232 | -0.45% | Q1 2026 | May 05, 2026 |
| Aspen Wealth Management LLC | History | Added to | 48,587 | 1,236 | 0.25% | 0.23% | 67 | +5,378 | 12.45% | Q1 2026 | Apr 01, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 48,224 | 1,227 | 0.04% | — | 68 | +48,224 | New | Q1 2026 | May 15, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 46,292 | 1,175 | 1.49% | — | 69 | +46,292 | New | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Added to | 45,916 | 1,168 | 0.01% | 0.01% | 70 | +5,232 | 12.86% | Q1 2026 | Apr 16, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 45,887 | 1,167 | 0.05% | 0.04% | 71 | +2,895 | 6.73% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 44,971 | 1,144 | 0.01% | 0.01% | 72 | +209 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Prism Advisors, Inc. | History | No change | 44,715 | 1,137 | 0.3% | 0.3% | 73 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 44,554 | 1,133 | 0.01% | 0.01% | 74 | -6,508 | -12.75% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Group | History | Reduced | 44,454 | 1,130 | 0.43% | 0.53% | 75 | -6,608 | -12.94% | Q1 2026 | Apr 01, 2026 |
| O'Domhnaill Enterprises, Inc. | History | New | 44,261 | 1,126 | 0.91% | — | 76 | +44,261 | New | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 42,652 | 1,085 | 0.01% | 0.01% | 77 | +1 | 0.0% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 42,537 | 1,082 | 0.01% | 0.01% | 79 | +19,246 | 82.63% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 42,533 | 1,082 | 0.01% | 0.01% | 78 | +2,394 | 5.96% | Q1 2026 | May 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 42,500 | 1,081 | 0.63% | 0.53% | 80 | +6,200 | 17.08% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 40,429 | 1,028 | 0.0% | 0.0% | 81 | -1,438 | -3.43% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 40,372 | 1,027 | 0.1% | 0.09% | 82 | +3,919 | 10.75% | Q1 2026 | May 15, 2026 |
| Lantz Financial LLC | History | Added to | 40,272 | 1,024 | 0.21% | 0.19% | 83 | +4,502 | 12.59% | Q1 2026 | Apr 09, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 37,742 | 960 | 0.06% | 0.08% | 84 | -11,377 | -23.16% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 36,469 | 927 | 0.02% | 0.02% | 85 | +4,010 | 12.35% | Q1 2026 | Apr 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 36,265 | 922 | 0.19% | 0.19% | 86 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Crews Bank & Trust | History | Reduced | 35,693 | 908 | 0.13% | 0.13% | 87 | -132 | -0.37% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,000 | 890 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 33,509 | 851 | 0.01% | 0.01% | 89 | +5,465 | 19.49% | Q1 2026 | May 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 33,092 | 841 | 0.78% | 0.8% | 90 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 32,328 | 822 | 0.19% | 0.19% | 91 | +35 | 0.11% | Q1 2026 | May 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 32,206 | 819 | 0.01% | 0.01% | 92 | +442 | 1.39% | Q1 2026 | Apr 01, 2026 |
| Creative Planning | History | Added to | 32,069 | 815 | 0.0% | 0.0% | 93 | +12,424 | 63.24% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,000 | 788 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 30,885 | 785 | 0.01% | 0.01% | 95 | +644 | 2.13% | Q1 2026 | May 07, 2026 |
| WJ Wealth Management, LLC | History | Added to | 30,182 | 767 | 0.36% | 0.32% | 96 | +1,200 | 4.14% | Q1 2026 | Apr 28, 2026 |
| Curbstone Financial Management Corp | History | No change | 30,060 | 764 | 0.15% | 0.15% | 97 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 28,268 | 718 | 0.05% | 0.05% | 98 | -1,419 | -4.78% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,540 | 701 | 0.0% | 0.0% | 99 | -860 | -3.03% | Q1 2026 | Apr 30, 2026 |
| 10Elms LLP | History | Added to | 27,394 | 696 | 0.44% | 0.53% | 100 | +4,700 | 20.71% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 25,875 | 658 | 0.02% | 0.02% | 101 | -922 | -3.44% | Q1 2026 | May 07, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 25,584 | 650 | 0.39% | 0.36% | 102 | +2,996 | 13.26% | Q1 2026 | Apr 23, 2026 |
| Strid Group, LLC | History | No change | 25,530 | 649 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Advisory Corp | History | No change | 25,046 | 637 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 23,248 | 591 | 0.21% | 0.22% | 105 | -200 | -0.85% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 21,950 | 558 | 0.0% | 0.0% | 107 | -2,572 | -10.49% | Q1 2026 | May 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 21,940 | 558 | 0.1% | 0.1% | 106 | +30 | 0.14% | Q1 2026 | May 05, 2026 |
| SMITH, MOORE & CO. | History | Added to | 21,737 | 552 | 0.04% | 0.04% | 108 | +2,764 | 14.57% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 21,227 | 540 | 0.0% | 0.0% | 109 | +6 | 0.03% | Q1 2026 | May 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 21,067 | 535 | 0.11% | — | 110 | +21,067 | New | Q1 2026 | Apr 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 20,676 | 525 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 20,502 | 521 | 0.26% | 0.27% | 112 | -1,022 | -4.75% | Q1 2026 | Apr 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,226 | 514 | 0.0% | 0.0% | 113 | +497 | 2.52% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | New | 19,685 | 500 | 0.09% | — | 114 | +19,685 | New | Q1 2026 | Apr 17, 2026 |
| First Affirmative Financial Network | History | New | 19,542 | 497 | 0.19% | — | 115 | +19,542 | New | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 18,531 | 470 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 18,095 | 460 | 0.2% | 0.12% | 117 | +7,536 | 71.37% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 16,291 | 414 | 0.1% | 0.09% | 118 | +1,131 | 7.46% | Q1 2026 | Apr 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 16,297 | 414 | 0.2% | 0.21% | 119 | +69 | 0.43% | Q1 2026 | Apr 22, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 15,724 | 400 | 0.1% | 0.09% | 120 | +1,562 | 11.03% | Q1 2026 | May 01, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 15,545 | 395 | 0.01% | 0.01% | 121 | +5 | 0.03% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,089 | 383 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 15,049 | 382 | 0.0% | 0.0% | 123 | +391 | 2.67% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,816 | 377 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 14,540 | 369 | 0.06% | 0.06% | 125 | +14 | 0.1% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14,457 | 367 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 14,358 | 365 | 0.03% | 0.03% | 127 | -1,701 | -10.59% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,265 | 362 | 0.0% | — | 128 | +14,265 | New | Q1 2026 | May 01, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 13,914 | 353 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | No change | 13,221 | 336 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 13,043 | 331 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 12,900 | 328 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | New | 12,879 | 327 | 0.06% | — | 134 | +12,879 | New | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,880 | 327 | 0.0% | 0.0% | 133 | +1,123 | 9.55% | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 12,270 | 312 | 0.04% | 0.03% | 135 | +1,200 | 10.84% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,983 | 304 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trust Co | History | Reduced | 11,841 | 301 | 0.03% | 0.03% | 137 | -1,948 | -14.13% | Q1 2026 | Apr 13, 2026 |
| Klingman & Associates, LLC | History | Reduced | 11,504 | 292 | 0.01% | 0.02% | 138 | -4,080 | -26.18% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,134 | 283 | 0.01% | 0.01% | 139 | +47 | 0.42% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,943 | 278 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FF Advisors,LLC | History | Reduced | 10,649 | 270 | 0.11% | 0.14% | 141 | -1,789 | -14.38% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,585 | 269 | 0.0% | — | 142 | +10,585 | New | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | New | 10,264 | 261 | 0.07% | — | 144 | +10,264 | New | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,284 | 261 | 0.0% | 0.0% | 143 | -2,894 | -21.96% | Q1 2026 | May 08, 2026 |
| Juno Financial Group LLC | History | Added to | 10,187 | 259 | 0.1% | 0.1% | 145 | +43 | 0.42% | Q1 2026 | May 06, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 10,000 | 254 | 0.02% | 0.02% | 147 | +2,000 | 25.0% | Q1 2026 | Apr 29, 2026 |
| Peloton Wealth Strategists | History | No change | 10,000 | 254 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | No change | 10,000 | 254 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 9,960 | 253 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,517 | 242 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 9,481 | 241 | 0.01% | 0.01% | 151 | -3,538 | -27.18% | Q1 2026 | May 07, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 9,500 | 241 | 0.08% | 0.09% | 152 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Private Trust Co. | History | No change | 9,395 | 239 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Quantinno Capital Management LP | History | New | 9,210 | 234 | 0.0% | — | 155 | +9,210 | New | Q1 2026 | May 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 9,230 | 234 | 0.07% | 0.06% | 154 | +405 | 4.59% | Q1 2026 | Apr 17, 2026 |
| TPG Advisors LLC | History | No change | 9,116 | 231 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossmore Private Capital | History | Reduced | 9,071 | 230 | 0.02% | 0.02% | 157 | -670 | -6.88% | Q1 2026 | May 01, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 8,814 | 224 | 0.15% | 0.15% | 158 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Carnegie Investment Counsel | History | New | 8,800 | 223 | 0.0% | — | 159 | +8,800 | New | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,633 | 219 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HORAN Wealth, LLC | History | No change | 8,544 | 216 | 0.02% | 0.03% | 161 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 8,450 | 214 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ArborFi Advisors, LLC | History | Added to | 8,320 | 211 | 0.17% | 0.16% | 163 | +326 | 4.08% | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,134 | 206 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CNB Bank | History | No change | 7,594 | 193 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 7,550 | 192 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,245 | 158 | 0.0% | 0.0% | 167 | +188 | 3.1% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,228 | 132 | 0.0% | 0.0% | 168 | +2,499 | 91.57% | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | No change | 4,716 | 119 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,725 | 69 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,691 | 68 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 2,231 | 56 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,988 | 50 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HM PAYSON & CO | History | New | 1,963 | 49 | 0.0% | — | 174 | +1,963 | New | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Reduced | 1,527 | 38 | 0.0% | 0.0% | 175 | -2,867 | -65.25% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,115 | 28 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 962 | 24 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | No change | 910 | 23 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 837 | 21 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | No change | 812 | 20 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | No change | 800 | 20 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | No change | 376 | 9 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 322 | 8 | 0.0% | — | 183 | +322 | New | Q1 2026 | May 13, 2026 |
| Stephens Consulting, LLC | History | No change | 314 | 7 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Reduced | 247 | 6 | 0.0% | 0.0% | 185 | -326 | -56.89% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 131 | 3 | 0.0% | — | 187 | +131 | New | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | No change | 150 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 44 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -485,182 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91,054 | -100.0% | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,590 | -100.0% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,024 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,044 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,104 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -648 | -100.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |