iSHARES TRUST - IBMQ
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 | 2,399,611 | 61,262 | 0.0% | 0.0% | 1 | +125,253 | 5.51% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,055,854 | 52,485 | 0.08% | 0.15% | 2 | -1,846,866 | -47.32% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 985,931 | 25,170 | 0.23% | 0.31% | 3 | +23,925 | 2.49% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 805,553 | 20,565 | 0.02% | 0.02% | 4 | +38,645 | 5.04% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 722,996 | 18,458 | 0.02% | 0.02% | 5 | -49,020 | -6.35% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 559,681 | 14,288 | 0.87% | 0.82% | 6 | +41,279 | 7.96% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 559,021 | 14,271 | 0.04% | 0.02% | 7 | +338,361 | 153.34% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 550,889 | 14,064 | 1.23% | 0.61% | 8 | +291,130 | 112.08% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 530,441 | 13,542 | 0.0% | 0.0% | 9 | -2,877 | -0.54% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 425,657 | 10,867 | 0.0% | 0.0% | 10 | +131,178 | 44.55% | Q1 2026 | May 06, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 413,440 | 10,555 | 0.42% | 0.4% | 11 | +3,620 | 0.88% | Q1 2026 | Apr 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 403,340 | 10,297 | 0.9% | 0.88% | 12 | -5,916 | -1.45% | Q1 2026 | Apr 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 397,905 | 10,158 | 0.49% | 0.58% | 13 | +6,606 | 1.69% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 396,434 | 10,120 | 0.0% | 0.0% | 14 | +42,745 | 12.09% | Q1 2026 | May 05, 2026 |
| Paradiem, LLC | History | New | 395,462 | 10,096 | 2.22% | — | 15 | +395,462 | New | Q1 2026 | May 04, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 386,630 | 9,871 | 1.45% | 1.3% | 16 | +15,310 | 4.12% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 306,416 | 7,822 | 0.48% | 0.54% | 17 | -6,837 | -2.18% | Q1 2026 | Apr 28, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 303,912 | 7,758 | 1.47% | 1.36% | 18 | +36,566 | 13.68% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 298,680 | 7,625 | 0.0% | 0.0% | 19 | +5,862 | 2.0% | Q1 2026 | May 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 272,183 | 6,948 | 0.1% | 0.09% | 20 | +36,442 | 15.46% | Q1 2026 | Apr 09, 2026 |
| MORGAN STANLEY | History | Reduced | 266,529 | 6,804 | 0.0% | 0.0% | 21 | -171,980 | -39.22% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 260,258 | 6,644 | 0.41% | 0.25% | 22 | +59,642 | 29.73% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 224,326 | 5,727 | 0.01% | 0.0% | 23 | +10,672 | 4.99% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 186,966 | 4,773 | 0.0% | 0.0% | 24 | +31,534 | 20.29% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 181,487 | 4,633 | 0.0% | — | 25 | +181,487 | New | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 170,016 | 4,336 | 0.03% | 0.02% | 26 | +37,454 | 28.25% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 163,013 | 4,161 | 0.22% | 0.17% | 27 | +41,496 | 34.15% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 161,574 | 4,124 | 0.08% | 0.08% | 28 | -5,715 | -3.42% | Q1 2026 | Apr 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 160,924 | 4,108 | 0.28% | 0.25% | 29 | +14,946 | 10.24% | Q1 2026 | May 06, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 160,329 | 4,093 | 0.46% | 0.37% | 30 | +32,453 | 25.38% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 151,478 | 3,867 | 0.03% | 0.04% | 31 | +18,900 | 14.26% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 141,678 | 3,617 | 0.02% | 0.02% | 32 | +15,753 | 12.51% | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 134,643 | 3,410 | 0.57% | — | 33 | +134,643 | New | Q1 2026 | Apr 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 128,560 | 3,282 | 0.13% | 0.13% | 34 | +4,625 | 3.73% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 126,765 | 3,236 | 0.0% | 0.0% | 35 | +335 | 0.26% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 122,804 | 3,135 | 0.04% | 0.04% | 36 | +7,773 | 6.76% | Q1 2026 | May 08, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 119,536 | 3,051 | 0.66% | 0.67% | 37 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 104,648 | 2,672 | 0.08% | 0.01% | 38 | +95,626 | 1059.92% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 103,460 | 2,641 | 0.97% | 0.92% | 39 | +4,100 | 4.13% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 102,412 | 2,614 | 0.03% | 0.03% | 40 | +4,753 | 4.87% | Q1 2026 | May 12, 2026 |
| Atwater Malick LLC | History | Added to | 99,848 | 2,549 | 0.69% | 0.67% | 41 | +4,677 | 4.91% | Q1 2026 | Apr 22, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 99,101 | 2,530 | 0.04% | 0.04% | 42 | +5,755 | 6.17% | Q1 2026 | Apr 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 99,016 | 2,527 | 0.0% | 0.0% | 43 | +3,244 | 3.39% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 97,740 | 2,494 | 0.32% | 0.31% | 44 | +5,915 | 6.44% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 94,374 | 2,409 | 0.0% | 0.0% | 45 | +30,852 | 48.57% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 91,872 | 2,343 | 0.0% | — | 46 | +91,872 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 88,356 | 2,255 | 0.0% | 0.0% | 47 | +51,277 | 138.29% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 84,309 | 2,152 | 0.0% | 0.0% | 48 | -20,471 | -19.54% | Q1 2026 | Apr 27, 2026 |
| PSI Advisors, LLC | History | Reduced | 79,100 | 2,019 | 0.48% | 0.7% | 49 | -30,000 | -27.5% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 78,206 | 1,996 | 0.01% | 0.01% | 50 | +8,067 | 11.5% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 78,180 | 1,995 | 0.02% | 0.02% | 51 | +5,253 | 7.2% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 75,005 | 1,914 | 0.0% | 0.0% | 52 | +10,200 | 15.74% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Added to | 74,860 | 1,911 | 0.11% | 0.09% | 53 | +9,358 | 14.29% | Q1 2026 | Apr 23, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 73,666 | 1,880 | 0.89% | 0.34% | 54 | +43,389 | 143.31% | Q1 2026 | Apr 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 73,026 | 1,864 | 0.04% | 0.03% | 55 | +1,394 | 1.95% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 72,553 | 1,852 | 0.0% | 0.01% | 56 | -3,981 | -5.2% | Q1 2026 | May 14, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 72,128 | 1,841 | 0.32% | 0.31% | 57 | +2,445 | 3.51% | Q1 2026 | May 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 68,619 | 1,751 | 0.11% | 0.11% | 58 | -969 | -1.39% | Q1 2026 | May 05, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 63,646 | 1,624 | 0.71% | 0.69% | 59 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RIA Advisory Group LLC | History | Added to | 56,139 | 1,433 | 0.34% | 0.34% | 60 | +922 | 1.67% | Q1 2026 | Apr 23, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 54,269 | 1,387 | 0.85% | 0.85% | 61 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 52,956 | 1,351 | 0.02% | 0.02% | 62 | -7,025 | -11.71% | Q1 2026 | Apr 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 52,167 | 1,331 | 0.2% | 0.2% | 63 | +213 | 0.41% | Q1 2026 | Apr 16, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 51,435 | 1,313 | 0.53% | 0.5% | 64 | +2,252 | 4.58% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 49,154 | 1,254 | 0.09% | 0.08% | 65 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Lantz Financial LLC | History | Added to | 47,164 | 1,204 | 0.25% | 0.23% | 66 | +3,916 | 9.05% | Q1 2026 | Apr 09, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 47,000 | 1,199 | 0.7% | 0.52% | 67 | +11,700 | 33.14% | Q1 2026 | May 13, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 45,927 | 1,174 | 1.49% | — | 68 | +45,927 | New | Q1 2026 | May 07, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 45,618 | 1,164 | 0.05% | 0.04% | 69 | +2,865 | 6.7% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 45,080 | 1,150 | 0.0% | 0.0% | 70 | +9 | 0.02% | Q1 2026 | May 13, 2026 |
| Avail Investment Partners, LLC | History | New | 44,965 | 1,148 | 1.23% | — | 71 | +44,965 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | New | 44,965 | 1,147 | 0.47% | — | 72 | +44,965 | New | Q1 2026 | Apr 29, 2026 |
| Aspen Wealth Management LLC | History | Added to | 44,854 | 1,145 | 0.23% | 0.23% | 73 | +1,894 | 4.41% | Q1 2026 | Apr 01, 2026 |
| Envision Financial Planning, LLC | History | Added to | 44,793 | 1,143 | 0.41% | 0.42% | 74 | +862 | 1.96% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Added to | 43,977 | 1,122 | 0.1% | 0.08% | 75 | +10,148 | 30.0% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,220 | 1,103 | 0.0% | 0.0% | 76 | +1,868 | 4.52% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 42,838 | 1,093 | 0.0% | 0.0% | 77 | -1,359 | -3.07% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 42,451 | 1,083 | 0.01% | 0.01% | 78 | -3,639 | -7.9% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Group | History | Reduced | 42,263 | 1,078 | 0.41% | 0.48% | 79 | -3,827 | -8.3% | Q1 2026 | Apr 01, 2026 |
| Legacy Private Trust Co. | History | No change | 39,523 | 1,009 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 38,886 | 992 | 0.01% | 0.01% | 81 | +17,297 | 80.12% | Q1 2026 | Apr 20, 2026 |
| Glenview Trust Co | History | Added to | 38,429 | 981 | 0.02% | 0.01% | 82 | +3,016 | 8.52% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 38,031 | 970 | 0.01% | 0.01% | 83 | +5,179 | 15.76% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | Reduced | 37,644 | 961 | 0.01% | 0.02% | 84 | -9,895 | -20.81% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 37,604 | 960 | 0.03% | 0.03% | 85 | -903 | -2.35% | Q1 2026 | May 07, 2026 |
| Crews Bank & Trust | History | Reduced | 37,621 | 960 | 0.14% | 0.14% | 86 | -134 | -0.35% | Q1 2026 | May 13, 2026 |
| Wolfstich Capital, LLC | History | New | 36,753 | 929 | 0.81% | — | 87 | +36,753 | New | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 35,207 | 898 | 0.01% | 0.01% | 88 | +164 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,000 | 893 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Curbstone Financial Management Corp | History | No change | 34,950 | 892 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 34,485 | 880 | 0.09% | 0.07% | 91 | +9,545 | 38.27% | Q1 2026 | May 06, 2026 |
| Wick Capital Partners, LLC | History | Added to | 33,664 | 859 | 0.16% | 0.09% | 92 | +13,340 | 65.64% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 33,234 | 847 | 0.01% | 0.01% | 93 | +14,859 | 80.87% | Q1 2026 | May 14, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 33,148 | 846 | 0.78% | 0.81% | 94 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 31,924 | 815 | 0.19% | 0.18% | 95 | +31 | 0.1% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 31,321 | 799 | 0.08% | 0.07% | 96 | +3,883 | 14.15% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,000 | 791 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 30,814 | 786 | 0.0% | 0.0% | 98 | +13,179 | 74.73% | Q1 2026 | May 12, 2026 |
| WJ Wealth Management, LLC | History | Added to | 29,485 | 752 | 0.35% | 0.31% | 99 | +1,378 | 4.9% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 29,137 | 743 | 0.01% | 0.01% | 100 | +6,042 | 26.16% | Q1 2026 | May 07, 2026 |
| Financial Advisory Corp | History | Added to | 28,333 | 723 | 0.1% | 0.09% | 101 | +4,747 | 20.13% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,120 | 717 | 0.0% | 0.0% | 102 | +10,057 | 55.68% | Q1 2026 | Apr 30, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 27,993 | 714 | 0.0% | 0.0% | 103 | -226 | -0.8% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,409 | 699 | 0.0% | 0.0% | 104 | +6,227 | 29.4% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | New | 27,140 | 692 | 0.02% | — | 105 | +27,140 | New | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 27,058 | 691 | 0.05% | 0.05% | 106 | -1,698 | -5.9% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 26,383 | 673 | 0.01% | 0.02% | 107 | +37 | 0.14% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,319 | 672 | 0.0% | 0.0% | 108 | -1,879 | -6.66% | Q1 2026 | Apr 30, 2026 |
| O'Domhnaill Enterprises, Inc. | History | New | 26,156 | 667 | 0.54% | — | 109 | +26,156 | New | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 26,027 | 664 | 0.01% | — | 110 | +26,027 | New | Q1 2026 | May 01, 2026 |
| FF Advisors,LLC | History | Reduced | 25,835 | 660 | 0.27% | 0.33% | 111 | -2,841 | -9.91% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 23,877 | 609 | 0.13% | 0.05% | 112 | +15,640 | 189.87% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,172 | 591 | 0.0% | 0.0% | 113 | +2,292 | 10.98% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,979 | 586 | 0.0% | 0.0% | 114 | +7,970 | 53.1% | Q1 2026 | May 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 22,563 | 576 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 22,554 | 575 | 0.39% | 0.38% | 116 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 21,570 | 550 | 0.1% | 0.1% | 117 | +195 | 0.91% | Q1 2026 | May 05, 2026 |
| Strid Group, LLC | History | New | 21,500 | 548 | 0.07% | — | 119 | +21,500 | New | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,475 | 548 | 0.0% | 0.0% | 118 | +2,246 | 11.68% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 21,085 | 538 | 0.04% | 0.04% | 120 | +2,703 | 14.7% | Q1 2026 | May 05, 2026 |
| 10Elms LLP | History | Added to | 21,060 | 537 | 0.34% | 0.48% | 121 | +700 | 3.44% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 19,920 | 508 | 0.15% | 0.16% | 122 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | New | 19,561 | 499 | 0.09% | — | 123 | +19,561 | New | Q1 2026 | Apr 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 18,317 | 467 | 0.01% | 0.01% | 124 | +240 | 1.33% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,094 | 461 | 0.0% | 0.0% | 125 | +5,724 | 46.27% | Q1 2026 | May 15, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 17,374 | 443 | 0.19% | 0.11% | 126 | +7,522 | 76.35% | Q1 2026 | May 14, 2026 |
| POSTROCK PARTNERS LLC | History | Added to | 17,231 | 439 | 0.2% | 0.19% | 127 | +390 | 2.32% | Q1 2026 | May 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 17,138 | 437 | 0.11% | 0.09% | 128 | +4,465 | 35.23% | Q1 2026 | May 01, 2026 |
| First Affirmative Financial Network | History | New | 16,103 | 411 | 0.16% | — | 129 | +16,103 | New | Q1 2026 | May 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 15,750 | 402 | 0.03% | 0.02% | 130 | +3,000 | 23.53% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | No change | 15,612 | 398 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 15,470 | 395 | 0.24% | 0.13% | 132 | +7,500 | 94.1% | Q1 2026 | Apr 23, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 14,740 | 376 | 0.06% | 0.06% | 134 | +345 | 2.4% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,709 | 376 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 14,702 | 376 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14,375 | 366 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 14,097 | 359 | 0.08% | 0.08% | 137 | +594 | 4.4% | Q1 2026 | Apr 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 13,863 | 353 | 0.17% | 0.18% | 138 | +57 | 0.41% | Q1 2026 | Apr 22, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,800 | 352 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Passive Capital Management, LLC. | History | No change | 13,803 | 352 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 13,533 | 345 | 0.0% | — | 141 | +13,533 | New | Q1 2026 | May 01, 2026 |
| TPG Advisors LLC | History | Added to | 13,089 | 334 | 0.21% | 0.21% | 142 | +16 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Peloton Wealth Strategists | History | No change | 13,000 | 332 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | New | 12,843 | 327 | 0.06% | — | 144 | +12,843 | New | Q1 2026 | May 07, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 12,764 | 325 | 0.04% | 0.04% | 145 | +669 | 5.53% | Q1 2026 | Apr 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 12,592 | 321 | 0.02% | 0.02% | 146 | -101 | -0.8% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,459 | 318 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trust Co | History | Reduced | 11,788 | 300 | 0.03% | 0.03% | 148 | -1,941 | -14.14% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,436 | 291 | 0.01% | 0.01% | 149 | -3,242 | -22.09% | Q1 2026 | Apr 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,933 | 279 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 10,608 | 270 | 0.08% | 0.06% | 151 | +2,716 | 34.41% | Q1 2026 | Apr 22, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 10,112 | 258 | 0.04% | 0.04% | 152 | +1,550 | 18.1% | Q1 2026 | Apr 29, 2026 |
| Leo Wealth, LLC | History | Added to | 10,013 | 255 | 0.02% | 0.02% | 153 | +33 | 0.33% | Q1 2026 | May 05, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,500 | 242 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,448 | 241 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 9,210 | 235 | 0.07% | 0.07% | 156 | +390 | 4.42% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,086 | 231 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,809 | 224 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HORAN Wealth, LLC | History | No change | 8,495 | 217 | 0.02% | 0.03% | 159 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ArborFi Advisors, LLC | History | Added to | 8,282 | 211 | 0.17% | 0.16% | 160 | +319 | 4.01% | Q1 2026 | Apr 29, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 8,214 | 209 | 0.18% | 0.18% | 161 | +34 | 0.42% | Q1 2026 | Apr 08, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 8,030 | 205 | 0.09% | 0.1% | 162 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CNB Bank | History | No change | 7,637 | 194 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 6,980 | 178 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | No change | 6,045 | 154 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bank of New Hampshire | History | No change | 4,770 | 121 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 4,708 | 120 | 0.02% | 0.02% | 167 | +3 | 0.06% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,261 | 108 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,028 | 77 | 0.0% | 0.0% | 169 | -2,879 | -48.74% | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,725 | 69 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | No change | 2,217 | 56 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | New | 1,949 | 49 | 0.0% | — | 172 | +1,949 | New | Q1 2026 | Apr 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,794 | 45 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,512 | 38 | 0.0% | 0.0% | 174 | +1 | 0.07% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 1,313 | 33 | 0.0% | 0.0% | 175 | -651 | -33.15% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,313 | 33 | 0.0% | 0.0% | 176 | +4 | 0.31% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | New | 1,000 | 25 | 0.0% | — | 178 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 995 | 25 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 828 | 21 | 0.0% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 803 | 20 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | No change | 813 | 20 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthAvenue LLC | History | No change | 387 | 9 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stephens Consulting, LLC | History | No change | 313 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 135 | 3 | 0.0% | 0.01% | 184 | -13,480 | -99.01% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 131 | 3 | 0.0% | — | 186 | +131 | New | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | No change | 150 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 40 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -488,211 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,495 | -100.0% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,158 | -100.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,358 | -100.0% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -649 | -100.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -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 |